AI document assistant

Answers from your documents, with page references

Get a summary of any deck, contract or report in seconds. People you share a document with – and data room guests – ask questions and the AI answers only from your documents, citing the page.

Ask AI in every shared document

Readers of your link get an “Ask AI” button in the corner of the viewer: “What is the price?” → answer with the page.

One-click summaries

Key facts, numbers and the pages a reader will focus on – for every document you share.

Q&A for data room guests

Buyers and investors ask “What is the 2025 EBITDA?” and get an answer with (document, page).

Ask about a file, folder or room

Owners ask about the content – deadlines, totals, risks – and about the viewers: “Who read the offer this week and which pages?”, “Which guests have not opened anything?”

Every question logged

See what guests asked the AI – a direct signal of what matters to them.

Only your documents

Answers come only from the documents in the room; the AI says so when the answer is not there.

Any language

Ask in Polish, German or English – the AI answers in the language of the question.

How it works
1. Upload documents

PDF, Word, PowerPoint or Excel – into a folder or data room.

2. Ask or summarize

Click “Summarize with AI” or type a question.

3. Check the source

Every answer names the document and page.

AI requests per team: 50 a month on Pro, 100 a month on Unlimited, one in the 3-day trial – summaries, your questions, guests’ and readers’ questions all count. It reads the first 20 files of a folder or room, up to 2 MB each. Plans & pricing

FAQ

AI document assistant – questions

Which files can the AI read?

Documents with text: PDF, Word, PowerPoint, Excel, RTF and TXT. Scanned images without a text layer and videos are skipped.

Do guests see other rooms?

No. A guest’s questions are answered only from the documents assigned to their data room.

Can readers of a single document ask AI?

Yes. Every document opened through your link shows “Ask AI” in the bottom-right corner (Pro and Unlimited), up to 5 questions per visit, answered only from that document.

Is there a limit on AI requests?

Yes, per team: 50 a month on Pro, 100 a month on Unlimited and one in the trial. The counter is shown next to the AI buttons and resets on the 1st of the month; when it is used up, Ask AI is hidden for readers and guests until then.

Is my data used to train AI models?

Documents are sent to the AI only to answer the question and are not used by HelpRange to train models.

Try it on your own documents

3-day free trial, then a free plan. No credit card required.

Start free trial