The CoAuthor Add-In integrates the same sophisticated AI features as the CoAuthor Chat workspace. With AI Chat, you can utilize these capabilities directly in Word via the CoAuthor Add-In. This article will walk you through how to add and summarize attachments and custom text, pose a question in AI Chat, incorporate the AI Chat's response into your document, and initiate a new conversation.
How to Add Attachments
To add attachments, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens in Word, click on the CoAuthor Add-in
In the CoAuthor Add-in panel, click on the AI Chat Button
Click on the Plus sign in the Attachments Box
In the Select Attachments modal, expand the Projects to view, then select the source from the project or projects
Click Close
The selected files will appear in the Attachments box.
Summarize Custom Text
To summarize custom text, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens in Word, click on the CoAuthor Add-in
In the CoAuthor Add-in panel, click on the AI Chat Button
Write Summarize Text: Type in or copy and paste the text you wish to summarize
Click Submit
The spinning wheels indicate that the AI model is summarizing the text.
Once complete, the summary will be displayed in the Conversation Pane.
Summarize Attachments
To summarize attachments, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens in Word, click on the CoAuthor Add-in
In the CoAuthor Add-in panel, click on the AI Chat Button
Click on the Plus sign in the Attachments Box
In the Select Attachments modal, expand the Projects to view, then select the source from the project or projects
Click Close
The selected files will appear in the Attachments box.
Type Summarize Image and click Submit
The spinning wheels indicate that the AI model is summarizing the attachments.
Once complete, the summary will be displayed in the Conversation Pane.
How to Ask a Question
To Ask a Question, simply follow these steps:
In the CoAuthor Add-In, click on the AI Chat button
Ask a question or enter a Prompt in the Prompt Pane
Review the "Tips for Natural Language Question Answering" to formulate a specific question that avoids ambiguity and yields a clear answer from the model.
Click Submit
The response from the model will be visible in the Conversation Pane.
How to Create a New Conversation
To create a new conversation, follow these steps:
In the Conversation Pane of AI Chat, click on the plus sign + next to the conversation tab to add or create a new conversation
A new Conversation tab will become available for you to start interacting with the AI model.
How to Name/Rename a Conversation
To name or rename a conversation, follow these steps:
In the Conversation Pane of AI Chat, click on the pencil icon in the New Conversation Tab
Enter a Name
Click the checkmark to save the name
The newly named conversation can be renamed as necessary.
How to Delete All Conversations
To delete all the conversation tabs, follow these steps:
In the Conversation Pane of AI Chat, click on the ellipsis
Click on Delete All
Click Delete to confirm the action
How to Delete a Conversation
To delete a conversation, follow these steps:
In the Conversation Pane of AI Chat, click on the x in the tab for the conversation you would like to delete
Click Delete
How to Delete a Response
To delete a response, follow these steps:
In the Conversation Pane of AI Chat, click on the ellipsis for the response you would like to delete
Click Delete
Deleting a response will result in its immediate removal.
Insert As Prompt
To insert a conversation response from the model as a prompt, follow these steps:
Click on a place in the document where you would like to add the prompt
In the Conversation Pane of AI Chat, click on the ellipsis for the conversation you would like to Insert as Prompt
Click on Insert As Prompt
You will then see the prompt holding place in the document
Click on the Prompts button
Click on the ellipsis for the prompt
Click Generate Content
Copy Answer Text
To copy the text from a response from the model, follow these steps:
In the Conversation Pane of AI Chat, click on the ellipsis for the conversation you would like to copy the model's response from
Click Copy Answer Text
Try Again
To have the model try again, follow these steps:
In the Conversation Pane of AI Chat, click on the ellipsis next to the conversation you wish to retry to receive a different response from the model
Click on Try Again
The question has been reinserted into the prompt pane, allowing for revision.
Ask the question differently or update the verbiage
Click Retry
The response will be replaced with any subsequent retries.