---
title: "VISDOM Assist Chat Bot"
slug: "visdom-assist-chat-bot-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/visdom-assist-chat-bot-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 Assist Chat Bot

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**VISDOM Assist Chat Bot**

*VISDOM+ › VISDOM Assist Chat Bot*

**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

A persistent chat bubble (a purple icon in the bottom-right corner of the screen) opens the **VISDOM Assistant** from almost anywhere in the application. It offers a dropdown to switch between **General** and **VISDOM+** modes and shows record-context chips so the assistant can be asked questions about the specific record currently open, or about the application generally. On the Create with VISDOM / Compare documents screens an "**Ask VISDOM**" button offers the same assistant scoped to that task. In this QA environment the assistant runs in **sample mode**, meaning it responds without a live AI connection, so answers here should be treated as a preview of the interaction pattern rather than production-quality AI output.

# 2. Key Elements

- Persistent chat bubble (purple icon, bottom-right) available across most of the application.
- **General** and **VISDOM+** mode dropdown, with record-context chips for asking about the currently open record.
- Runs in **sample mode** in this QA environment (no live AI connection); production environments connect to CobbleStone VISDOM Services.

# 3. Opening the VISDOM Assistant

1. From the Contract Insight homepage (or almost any other screen), click the purple chat bubble in the bottom-right corner.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-chat-bubble.png)

1. The **VISDOM Assistant** panel opens on the right. Previous conversations stay in the panel until you clear them.
2. Use the icons in the panel header to **Clear this chat's history** (trash can), **Widen the assistant**, or **Close** the panel.
3. Type your question in the **Message VISDOM…** box, then press Enter or click **Send**. Click the light-bulb icon (**Things to ask**) for suggested questions.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-assistant-panel.png)

# 4. Choosing Which Assistant Answers

1. Click the first dropdown (**Which assistant answers**) at the top of the panel.
2. Select **Auto** to let VISDOM pick, or choose a specialist: **General**, **Clause drafting**, **Reports**, **Translate & summarize** or **Web search**.
3. The second dropdown shows the **VISDOM tier** in use (for example, **VISDOM+**).

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-assistant-dropdown.png)

# 5. Asking a Question

1. Click the light-bulb icon (**Things to ask**) to see suggested questions, and click one to ask it, or type your own question.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-things-to-ask.png)

1. Your question appears in a purple bubble with VISDOM's answer below it.
2. Click **Show how I looked that up** to see how the answer was found. When an answer lists records, click **Go to record** to open one, or use the download icon to export the list.
3. Hover over an answer and click **Copy this answer** to copy its text.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-answer.png)

# 6. Asking About the Record You Have Open

1. Open a record (for example, a contract) and click the chat bubble.
2. A record-context chip (for example, **Contract #5**) appears in the message box, so your question is about that record. Click the **×** on the chip to ask a general question instead.
3. Type your question, such as **Summarize this contract**, and press Enter or click **Send**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-record-chip.png)

1. VISDOM answers using the open record's details. Click **Widen the assistant** for more room to read longer answers.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-record-answer.png)

**Note:** VISDOM can make mistakes. Check important details against the record before acting on an answer.