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Chat with your documents

InfoConnect's Assistant answers questions from your indexed documents and, when you allow it, current public web sources. It is bring-your-own-key: the provider key is held only in the current browser tab, reaches only the Console's same-origin Assistant routes for catalog validation and chat requests, and never reaches the InfoConnect Python backend or server-side storage.

Connect a provider​

Open Assistant settings, choose your provider (OpenAI, OpenRouter, Anthropic, or Google), paste your API key, pick a tool-capable model, and click Connect. Only models that can call the document-search tool are listed; your key is stored only for the current browser tab.

Ask, and get cited answers​

Type a question in plain language. The Assistant retrieves evidence before answering and shows numbered citations for document claims or clickable URLs for public web claims.

It knows your library​

Ask what documents are available and the Assistant lists them by topic, straight from your index — no guessing.

Docs-only chat lists six indexed bank filings

Docs-only lists the six indexed bank filings without web use.

Choose where each answer can look​

Use Answer mode below the composer to set the retrieval boundary for the next turn:

  • Auto (default) lets the Assistant use the web only when the answer depends on live, time-varying information. A missing topic in your documents does not by itself trigger web search.

    Auto chat combines document citations with live web news

    Auto combines indexed-document citations with live web news.

  • Docs-only keeps the turn inside your indexed documents.

  • Web requires a public web-search pass before the final answer and can still use your documents for context.

    Web chat performs a web pass with cited public sources

    Web performs the required web pass with cited public sources.

When a turn uses the web, the transcript shows the completed web search and the answer lists the consulted pages as clickable title-and-URL sources. A failed or timed-out web lookup does not block a document-backed answer.

Your operator must enable web search for the deployment with WEB_SEARCH_ENABLED; see Configuration. When that gate is off, Auto runs Docs-only, an explicit Web turn is rejected, and the mode control collapses to Docs-only without overwriting your stored preference.