---
title: "VISDOM+"
slug: "visdom-2-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/visdom-2-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VISDOM+

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**VISDOM+**

*VISDOM+*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

VISDOM is the application's AI layer. It's reachable throughout the interface rather than from one single screen:

- **Create with VISDOM** turns an uploaded document into a new, pre-filled record.
- **Edit with VISDOM** opens a record's document in the VISDOM+ IntelliXtract workbench. Word documents (and .rtf/.txt) open for editing; PDFs open for VISDOM analysis. The workbench has **Next steps**, **Record**, **Changes**, **VISDOM Tools**, and **Playbook** tabs.
- **Compare documents** (on a record's **Attachments & Templates** tab) shows a word-by-word diff between two of the record's documents, with a **Download as tracked changes** option.
- The **VISDOM Assistant** chat bubble (bottom-right, purple icon) answers questions in plain English, using the record you're on as context.

Administrators control VISDOM from **Administration → VISDOM AI** (VISDOM Configuration, VISDOM Status, VISDOM Usage). In this QA environment, VISDOM Status shows the **CobbleStone VISDOM Services (VaaS)** connection as **Connected & Live** on the **VISDOM+** tier.

# 2. Key Elements

- **Create with VISDOM** (sparkle icon at the top of the left navigation bar): new record from a document, with Record Type, Type, VISDOM Tools features, and a document drop zone.
- **Edit with VISDOM** (sparkle icon on a Word attachment's row, or the **Which document?** page): opens the workbench. PDFs use **Analyze with VISDOM**.
- **Record tab:** VISDOM extraction results filtered by All, Differ, To fill in, Agree, and Other, each showing **On the record** vs. **In the document** with actions such as **Copy**.
- **VISDOM Tools menu:** **Found Clauses**, **Ask VISDOM** (document Q&A), and **Negotiation brief** (draft the asks).
- **Playbook tab:** scores every clause in the playbooks you pick against the document.
- **Changes tab:** tracked edits you or VISDOM make, which you can accept or reject.
- **VISDOM Assistant:** chat panel with a mode drop-down (Auto, General, Clause drafting, Reports, Translate & summarize, Web search), a VISDOM+ tier drop-down, and record-context chips.
- **Administration → VISDOM AI:** VISDOM Configuration, VISDOM Status, and VISDOM Usage.

# 3. Finding VISDOM in the Application

1. From the Contract Insight homepage, find the **Create with VISDOM** icon (sparkle) at the top of the left navigation bar.
2. Find the **VISDOM Assistant** button (purple chat icon) in the bottom-right corner of most pages.

![Create with VISDOM icon and VISDOM Assistant button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-visdom-entry-points.jpg)

# 4. Creating a Record with VISDOM

1. Click the **Create with VISDOM** icon in the left navigation bar.
2. Choose the **Record Type** (Contract, Request, Solicitation, Purchase Order, Vendor / Customer, or Employee).
3. Choose a **Type**, or leave **Let VISDOM choose the type** selected. VISDOM reads the type from the document, and you can change it later.
4. Drop a PDF or Word document (up to 30 MB) into the **Document** area, or click **Browse**.

![Create with VISDOM page with key fields highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-create-with-visdom.jpg)

1. To change what VISDOM extracts, click the **VISDOM Tools** button (for example, **2 features selected - change…**). In the **Select features** window, choose from Field extractions, Clause extraction, Clause sentiment, High risk findings, Possible system additions, Obligations, and GSA clauses. Click **Done** to apply, **Cancel** to close, or **Reset to default** to restore the default features.

![Select features window with VISDOM+ features highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-select-features.jpg)

1. Click **Extract & review**. VISDOM reads the document and pre-fills a new record for you to review before saving.

# 5. Editing a Document with VISDOM

## 5a. Opening a Document in the Workbench

1. Open the record (for example, a contract) and click the **Attachments & Templates** tab.
2. On a Word document's row, click the **Edit with VISDOM** icon (sparkle). The icon is unavailable for PDFs, since only Word documents (and .rtf/.txt) can be edited with VISDOM.

![Attachments & Templates tab with Edit with VISDOM and Compare documents highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-attachments-edit-with-visdom.jpg)

1. You can also pick the document from the **Which document?** page (shown when you click the back arrow in the workbench). Click **Edit with VISDOM** next to a Word document, or **Analyze with VISDOM** next to a PDF. Use **Open record** to return to the record, **Work on a different record instead** to switch records, or the **VISDOM Tools** button to change features.

![Which document page with VISDOM actions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/10-which-document.jpg)

## 5b. Next Steps

1. The workbench opens on the **Next steps** tab, with the document on the left and VISDOM's suggested actions on the right.
2. Click **Review** to check field values VISDOM read from the document, or **Compare** to score the document against your playbooks.
3. Under **Ask VISDOM about this contract**, click a suggested question or **Open the assistant** to ask your own.

![Workbench Next steps tab with tabs and actions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-workbench-next-steps.jpg)

## 5c. Record Tab

1. Click the **Record** tab.
2. Use the filters under **VISDOM extraction** (**All**, **Differ**, **To fill in**, **Agree**, **Other**) to narrow the list of extracted values.
3. Expand an item to compare **On the record** with **In the document**. Use **Copy** to copy the document's value. When the two values differ, choose to keep the record's value or use the document's.
4. The record's fields appear below the extraction list so you can edit them directly.

![Workbench Record tab with extraction filters and comparison highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-workbench-record.jpg)

## 5d. Changes Tab

1. Click the **Changes** tab.
2. Leave **Track edits** on so everything you or VISDOM edits is recorded as a change you can accept or reject here. Turn on **Editor's pane** to show changes in the editor.

![Workbench Changes tab with Track edits highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09-workbench-changes.jpg)

## 5e. VISDOM Tools

1. Click **VISDOM Tools** to open the menu.
2. Choose **Found Clauses** to see clauses VISDOM found in the document, **Ask VISDOM** for document Q&A, or **Negotiation brief** to draft the asks for a negotiation.

![VISDOM Tools menu highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-visdom-tools-menu.jpg)

## 5f. Playbook Tab

1. Click the **Playbook** tab.
2. Under **Available Playbooks**, select one or more playbooks.
3. Set the **Match %** threshold (80 by default) and click **Compare**. VISDOM scores every clause in the selected playbooks against the document, showing what's covered, what deviates, and what's missing.

![Workbench Playbook tab with playbook selection and Compare highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08-workbench-playbook.jpg)

## 5g. Saving Your Work

1. Click **Save** in the top-right corner of the workbench to save your changes. An **Unsaved** badge appears while you have changes that haven't been saved.
2. Click the back arrow next to **VISDOM+ IntelliXtract** to return to the **Which document?** page.

# 6. Comparing Two Documents

1. Open the record and click the **Attachments & Templates** tab.
2. Click **Compare documents** in the left panel (see the screenshot in Section 5a).
3. Choose the **Original** and **Revised** documents. Use the swap button between them to switch the two.
4. Click **Compare**. A summary shows how many words were added and removed. Removed text is struck through and added text is highlighted.
5. Click **Download as tracked changes** to download the comparison as a document with tracked changes.

![Compare documents page with selections and actions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/12-compare-documents.jpg)

# 7. Using the VISDOM Assistant

1. Click the purple **VISDOM Assistant** button in the bottom-right corner of the page.
2. Choose a mode from the first drop-down: **Auto**, **General**, **Clause drafting**, **Reports**, **Translate & summarize**, or **Web search**. The second drop-down shows the VISDOM tier (**VISDOM+**).
3. When you're on a record, a context chip (for example, **Contract #6**) is added to your message. Click the **×** on the chip to ask without that record's context.
4. Type your question in **Message VISDOM…** and click **Send** (or press Enter). Click the light bulb (**Things to ask**) for suggested questions.
5. Use the icons in the header to clear the chat history, widen the assistant, or close it.

![VISDOM Assistant panel with controls highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/11-visdom-assistant.jpg)

# 8. Administering VISDOM AI (Administrators)

## 8a. Opening the VISDOM AI Settings

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. Scroll to **VISDOM AI** and click **VISDOM Configuration**, **VISDOM Status**, or **VISDOM Usage**.

![Administration VISDOM AI cards highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/13-admin-visdom-ai.jpg)

## 8b. VISDOM Configuration

1. Use the tabs to move between **Availability**, **Default extractions**, **Clause categories**, **Extraction behaviour**, and **Models & providers**.
2. On **Availability**, turn on **Turn VISDOM AI off for everyone** to hide the assistant, AI-assisted creation, and document extraction across the system.
3. Use **Which VISDOM the AI doors open with** to set the version Create with VISDOM and Edit with VISDOM start in.
4. Click **Save changes**, or **Discard changes** to undo them.

![VISDOM Configuration Availability tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/14-visdom-configuration.jpg)

**Tip:** Individual users can also turn VISDOM off just for themselves from the VISDOM AI switch in their profile menu. Turning it off for everyone overrides that setting.

## 8c. VISDOM Status

1. Open **VISDOM Status** (or click **Connection & health** on the VISDOM Configuration page).
2. Check the status badge (for example, **Connected & Live**), the **Connection** panel (service reachable, OAuth application, authorization, access token), and the **Capabilities** panel (VISDOM enabled, assistant chat, document extraction, model, and tier). This page reads configuration only and doesn't use VISDOM quota.
3. Click **Test reachability** to recheck the connection. Use **Re-authorize VISDOM** when the access token has lapsed.

![VISDOM Status page with connection and capabilities highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/15-visdom-status.jpg)