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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
AI Assistant chat interface

The AI Assistant with conversation history and real-time chat

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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

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What You Can Ask

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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?”

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Summaries

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

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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”

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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 rich formatting including headings, lists, tables, bold text, and inline references
The AI only accesses documents you’ve uploaded to Adminest. It doesn’t have access to external information or the internet.

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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

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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.

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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.

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AI Model Settings (Admin)

Administrators can optimize AI costs via AI Settings in the Admin Centre sidebar:
  • Performance mode (default): All operations use the highest-quality model
  • Economy mode: Simple tasks (search, classification) use a faster, cheaper model while complex tasks remain on the premium model
This setting does not affect the quality of document analysis or task extraction, which always use the premium model. Changes take effect immediately across all AI operations.

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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

Documents

Upload documents for AI to analyze

Tasks

AI can help find task-related info

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Ask Adminest: talk with your assistant

Tap the microphone in the chat and choose Ask Adminest to start a live voice conversation. Ask anything about your own life admin (“what’s due this week?”, “when does the car insurance renew?”, “how much was the last power bill?”) and Adminest answers out loud, from your real documents and tasks. You can interrupt it mid-sentence, just like a person. Worth knowing:
  • Your voice is never recorded. Audio is processed live and discarded; only the text transcript is kept, as a normal chat you can delete.
  • Captions are always on: everything said (both ways) appears as streaming text.
  • Tasks are never created silently. If you mention something actionable, Adminest asks aloud first; nothing is added until you say yes.
  • Sessions respect your AI privacy settings and daily AI limits, and last up to an hour.