AI Chat

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Overview

AI Chat is your intelligent assistant that can answer questions about your contracts and data using natural language. Ask questions about deal terms, compare contracts, and get summaries — all with citations to source documents.

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Data Snapshot

AI Chat works from a snapshot of your project data, not a live connection. This means the AI has access to all contracts, catalog, CRM, and statement data as it existed at the time of the snapshot. You can check when the snapshot was taken in the bottom-left corner of the chat sidebar. Any data added or changed after that timestamp won’t be reflected in the AI’s answers until a new snapshot is created.

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Accessing AI Chat

• Click the Ask AI button in the project header
• Use keyboard shortcut Cmd/Ctrl + I
• Click Ask AI from any detail page (contract, recording, entity, etc.) to start a chat with that item as context

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Context-Aware Queries

AI Chat always has access to all data in your current project — contracts, catalog, CRM, and statements. But you can make it significantly more effective by giving it specific context.

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Why Context Matters

When you ask a general question like “What’s the royalty rate?”, the AI has to search across all your contracts. When you open chat from a specific contract’s detail page, the AI immediately knows which contract you’re referring to and can give faster, more precise answers.

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Adding Context from Detail Pages

Open AI Chat directly from any detail page to automatically scope the conversation:

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Research Agents

When you ask a complex question, the AI doesn’t just look up a single answer — it spins up one or more research agents that autonomously investigate your data. Each agent specialises in a different type of research and can work in parallel.

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How It Works

1. You ask a question
2. The main AI breaks it into research tasks
3. One or more specialised agents are dispatched (in parallel when tasks are independent)
4. Each agent explores your data autonomously and writes a summary of its findings
5. The main AI synthesises all findings into a final answer with citations

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Specialised Sub-Agents

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Watching Agents Work

While agents are running, you’ll see collapsible cards in the chat for each active agent. Click a card to expand it and see the queries it ran, the results it found, and how many steps it took. Once complete, each card shows the total number of steps taken, time elapsed, and token usage (e.g. “5 steps · 23k in · 4k out”). When an agent finishes its research, it produces a summary that is displayed inline in the chat. This includes:

• Summary — a brief written overview of what the agent found
• Findings — a list of key facts or data points the agent discovered (e.g., royalty rates, entity names, totals)
• Context files — if the agent compiled large datasets into files, the file names appear as small badges so you can see what was captured

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Web Search

The AI can also search the web when a question requires external context (e.g., industry rates, general music business information). You’ll see a “Searching web” indicator appear in the chat while this is in progress. Expand it to see the query, a summary of results, and the source links used.

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Context Compaction

For long or complex conversations, the AI may automatically compact its context to stay within limits. When this happens, you’ll see a “Compaction (Completed)” indicator appear inline in the chat. Click it to expand and see either a written summary of what was condensed or a note that old tool results and reasoning were pruned. Compaction happens automatically — you don’t need to do anything.

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Cross-Domain Questions

Because agents have access to both contract data and revenue/statement data, you can ask questions that span both domains:

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Task Plans

When the AI works on a complex multi-step task, it creates a plan — a named checklist of the steps it intends to take. The plan keeps you informed of progress as the AI works through the task.

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Plan Panel

A collapsible plan panel appears above the chat input whenever there is an active or recently completed plan. The panel header shows:

• Plan name — a short label describing the overall goal (e.g. “Deep Analysis of Neighboring Rights”)
• Progress status — shown on the right (e.g. “2/4 completed, 1 in progress”)

Click the header to expand the panel and see the full task list with the status of each step. When the AI finishes and delivers its answer, any tasks that were still marked as in progress are automatically shown as completed.

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Inline Plan Updates

Each time the AI updates its plan during the conversation, a plan indicator appears inline in the message thread. Hover over the indicator to reveal a chevron, then click to expand it and see the full task list at that point in the conversation — useful for reviewing how the plan evolved.

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Answer Output Types

The AI can present information in several formats depending on the nature of your question.

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Tables

Structured data (e.g., a list of contracts with their royalty rates) is displayed as a formatted table directly in the chat.

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Charts

When a question has a clear visual answer — such as revenue by artist or royalty rates by deal type — the AI may display a bar chart inline in the response. Both vertical and horizontal bar layouts are used depending on the data. Hover over bars to see exact values. Charts can display multiple data series simultaneously. A footnote may appear below the chart when the AI includes additional context or caveats about the data.

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Files

For large result sets, the AI generates downloadable files. See File Generation below.

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File Generation

For questions that produce large result sets (50+ items), the AI generates downloadable files instead of listing everything inline.

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Supported Output Formats

The AI chooses the appropriate format based on your request:

• Ask for “a CSV” to get a simple comma-separated file
• Ask for “an Excel file” or “a spreadsheet with multiple sheets” to get an XLSX with formatting
• For complex reports, the AI may generate XLSX automatically to support multiple sheets and styling

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When Files Are Generated

The AI automatically creates a file when:

• A query returns a large dataset (e.g., “List all recordings with their ISRCs”)
• You ask for a report or export (e.g., “Create a spreadsheet of all contracts expiring this year”)
• Multiple data sources need to be combined into one output
• You request specific formatting like multiple sheets or styled headers

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Where to Find Generated Files

Generated files appear in two places:

• Inline in the chat — a download link is included directly in the AI’s response
• Sidebar Files section — expand the Files section in the chat sidebar to see all files from the conversation, labeled as “Assistant” (AI-generated) or “You” (uploaded by you)

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Memory

AI Chat can remember things across conversations. Memories are stored per project and per user — the AI reads them at the start of every conversation, so it can tailor its responses based on what it has learned about you and your work.

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How Memories Are Saved

The AI can save memories automatically during a conversation. When it does, you’ll see a Memory indicator appear inline in the chat showing what was saved. You can also add memories manually at any time.

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Viewing and Managing Memories

Open the chat sidebar and expand the Memory section. Here you’ll see all saved memories for the current project. From this section you can:

• Add a memory — click + Add memory, type your note, and press Enter
• Edit a memory — click the ⋯ menu next to a memory, then select Edit
• Delete a memory — click the ⋯ menu next to a memory, then select Delete

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Commands

Type / in the chat input to access commands. Two commands are available:

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Select

Type /select to reference specific items from your project in the conversation. This opens a search panel where you can find and attach:

• Contracts
• Recordings
• Compositions
• Entities
• Artists
• Writers
• Relations
• Statements

Search by name, then click an item to add it as context. You can add multiple items to a single message, which is useful for comparison questions like “Compare the royalty terms between these two contracts.”

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Upload

Type /upload to attach files to your conversation. This is how you provide additional context from external documents or data files. The upload command lets you:

• Search previously uploaded files — type a filename to find files you’ve uploaded to chat before
• Upload new files — click the Upload button to attach a file directly into the conversation

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Supported File Formats

Uploaded files are not processed through the contract pipeline — they’re provided as-is to the AI for analysis. This is useful for:

• Quick analysis of external documents or draft agreements
• Comparing spreadsheet data against your contract terms
• Analyzing images or scanned documents
• Working with supplementary data files in JSON format

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Multiple Chats

You can run multiple chat sessions simultaneously. Each chat maintains its own conversation history, context, and active research agents. To start a new chat while keeping an existing one running:

• Click the + button in the chat sidebar
• Or use keyboard shortcut Cmd/Ctrl + Shift + /

Switch between chats using the sidebar. This is useful when you want to:

• Research different topics in parallel
• Keep a reference conversation open while starting a new investigation
• Run multiple complex queries at the same time without waiting

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Token Usage

The chat header shows a token usage badge so you can monitor how much of the AI’s context window is being used in the current conversation. Hover the badge to see a full breakdown:

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Best Practices

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What You Can Ask

Ask questions in natural language about your project data.

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Contract Analysis

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Dates & Deadlines

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Financial & Revenue

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Catalog & Assets

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Comparisons

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Reports & Exports

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Cross-Domain Analysis

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Limitations

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Privacy & Security

• AI Chat only accesses data within your current project
• Conversations are private to your account
• No data is shared between projects or organizations
• Chat history can be deleted at any time
• Agents are entirely sandboxed, meaning they physically can not access data they are not allowed to see.

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Related Documentation