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Chat & Query

Ask anything. Get answers from your complete knowledge base, instantly, with every response traced to its source.

Updated over 3 weeks ago

Overview

Narratize Chat lets you have natural conversations with your entire product knowledge base. Instead of manually searching through documents, folders, and shared drives, you ask a question and get an immediate answer pulled from everything your team has uploaded, with every response traced back to its source.

Think of it as having an expert consultant who has read every document in your Knowledge Hubs and is always available to answer your questions.

Zero Setup Required

Chat is available the moment knowledge exists in your hub. No indexing, no configuration. Open Chat, ask your question, and get results.

What Chat Can Do

Conduct Smart Research

Chat searches across all documents in your Knowledge Hub simultaneously. You don't need to know which document contains the answer — just ask the question. Narratize finds it.

Synthesize & Summarize

When the answer to your question lives across multiple documents, Chat combines that information into a single, clear, actionable response. You get the synthesis, not a list of links to go read yourself.

Discover Connections

Chat identifies relationships between studies, reports, decisions, and data that you might not have known existed. It surfaces patterns across your knowledge base that would be nearly impossible to catch through manual review.

Generate Insights

Beyond retrieval, Chat surfaces insights that might be missed when reviewing documents individually — spotting recurring themes, flagging inconsistencies, and highlighting information that's directly relevant to your question.

Generate Documentation

Chat can draft documents on your behalf based on what it finds in your hub. Any response can be opened directly in the Rich Text Editor with one click, where you can edit, refine, and finalize it as a polished deliverable.

What Every Response Includes

Every Chat answer comes with full transparency about how it was generated:

Answer — A direct response to your question, synthesized from across your knowledge base

Sources — The specific documents that informed the response, with links to navigate directly to each one

Traceability — Complete visibility into which knowledge contributed to which parts of the answer

How to Use Chat

Start a New Chat

  1. Navigate to your Product Knowledge Hub

  2. Click the Chat icon in the left sidebar, or click New Chat from the Chats panel

  3. Type your question in plain language and press Send

You can also start a chat directly from the hub home screen using the Ask button.

Ask Better Questions

Chat works best when your questions are specific and contextual. Here are examples of the kinds of questions it handles well:

  • What risks were identified in previous development stages?

  • What inputs are missing for our next gate review?

  • Do any regulatory changes affect our current design?

  • What pricing strategy should we consider based on our competitive analysis?

  • What customer feedback influenced the thermal management design?

  • Put together a table that summarizes research findings from X, Y and Z clinical studies.

Open a Response in the Editor

​​Any chat response can be opened directly in the Rich Text Editor for further refinement. Click Open in Editor below any answer to turn a chat output into a full editable document.

Save Content Back to Your Hub

Valuable insights generated in Chat can be saved directly back into your Knowledge Hub for future reference, keeping your hub current with your team's latest thinking.

Managing Your Chats

All of your chats are saved automatically and accessible from the Chats panel on the right side of the interface. From there you can search past chats, start a new one, or return to any previous conversation.

Use the breadcrumbs at the top of the Chats panel to navigate back to your hub without losing your place.

When to Use Chat

Situation

What to Ask

Preparing for a gate review

What inputs are missing for our next gate review?

Assessing regulatory risk

Do any regulatory changes affect our current design?

Understanding project history

What risks were identified in previous development stages?

Informing strategy decisions

What pricing strategy should we consider based on competitive analysis?

Onboarding to a new project

What are the key decisions that shaped this product's current direction?

Checking knowledge gaps

What information do we still need before we can advance to the next stage?

Tips for Better Results

  • Add more knowledge, get better answers. Chat is only as good as what's in your hub. The more documents, research, decisions, and insights your team contributes, the more comprehensive and accurate the responses become.

  • Be specific in your questions. Detailed, contextual questions produce more focused answers than broad ones.

  • Use Chat before meetings. Run your key questions through Chat before gate reviews, strategic discussions, or cross-functional handoffs to arrive with the right information already in hand.

  • Save insights you'll need again. If a Chat response surfaces something your team will reference repeatedly, save it back to the Knowledge Hub so it's findable for everyone.

  • Follow up. Chat is conversational. If an answer raises a new question, keep going, you're building understanding, not just retrieving a single fact.

Frequently Asked Questions

Does Chat search all documents in my hub?

Yes. Chat searches across every document and knowledge source that has been uploaded to your Product Knowledge Hub, simultaneously, in seconds.

How does Chat know which sources to cite?

Narratize’s AI-powered chat identifies which documents contain information relevant to your question and weights them based on relevance and confidence. Every response shows you exactly which sources were used.

Can I use Chat if my hub doesn't have much knowledge yet?

Yes, but responses will be limited to what's available. Chat improves significantly as more knowledge is added to your hub. Upload documents, research, meeting notes, website URLs, and any other relevant content to get the most out of it. See full list of supported file types here.

Can other team members see my chats?

Chat history is visible only to you within your hub. Sharing functionality allows you to make specific chats available to your team when relevant.

What's the difference between Chat and Search?

Search helps you find and filter specific documents in your hub. Chat moves your projects forward by synthesizing information from across multiple documents and returning a direct response. It's a generative conversation, not a search result.

Can I generate a document from a Chat response?

Yes. Click Open in Editor below any chat response to open the content in the Rich Text Editor, where you can edit, expand, save as Hub Knowledge, and download it as a Word or PDF file.

Is there a limit to how many chats I can have?

No. You can start as many chats as you need, and all of them are saved and searchable from your Chats panel.

Need Help?

If you have questions about Chat or need assistance, reach out to your Customer Success Manager or contact us at [email protected].

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