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Overview

The Adminest AI Assistant helps you find information across all your documents using natural language. Ask questions about your insurance coverage, find specific documents, or get summaries of important information.

Natural Language

Ask questions in plain English

Document Context

AI searches across all your documents

Starting a Chat

1

Open AI Assistant

Click the AI Assistant button or chat icon
2

Ask a Question

Type your question in natural language
3

View Response

AI provides an answer with source references
4

Follow Up

Ask follow-up questions to dig deeper

What You Can Ask

Finding Information

“What is my car insurance policy number?”
“When does my home insurance expire?”
“How much did I pay for my last electricity bill?”

Summaries

“Summarize my health insurance coverage”
“What warranties are expiring this year?”
“Give me an overview of all my insurance policies”

Comparisons

“Compare my home and contents insurance policies”
“Which bills are due this month?”
“What tasks are overdue?”
“Show me all renewal reminders for this quarter”

How It Works

  1. Question Analysis - AI understands your intent
  2. Document Search - Relevant documents are identified
  3. Information Extraction - Specific details are pulled
  4. Response Generation - Clear answer with sources
The AI only accesses documents you’ve uploaded to Adminest. It doesn’t have access to external information or the internet.

Tips for Better Results

Be Specific

“What’s my car insurance excess?” works better than “Tell me about insurance”

Use Document Names

Reference document types: “In my home insurance policy…”

Ask Follow-ups

Drill down with follow-up questions

Check Sources

Click source links to verify information

Source References

When the AI answers, it shows:
  • Which documents were used
  • Direct quotes where applicable
  • Links to view the source document
Always verify important information (like coverage amounts or due dates) by clicking through to the source document.

Limitations

The AI Assistant:
  • Only knows about documents you’ve uploaded
  • Cannot make changes to documents or tasks
  • May not understand very complex or ambiguous questions
  • Works best with clearly scanned documents
AI responses are for informational purposes. Always verify critical details with the original documents, especially for insurance claims or legal matters.

Privacy

Your conversations with the AI Assistant:
  • Are processed securely
  • Are not used to train AI models
  • Are not shared with third parties
  • Can be cleared from your history