How Conversations Work
Understand how the AI uses your records to have meaningful conversations.
Goodterm's AI Chat is more than a generic chatbot. It reads and understands your records, so every conversation is grounded in your own knowledge.
Starting a Chat
There are two ways to begin a conversation:
- New chat — Click the + button in the Chats tab to start a fresh conversation. The AI will search your records on its own as the conversation unfolds.
- From records — Select one or more records and click Start Chat. The AI immediately uses those records as context, so you can dive right into a focused discussion.
How the AI Finds Context
When you send a message, the AI uses semantic search behind the scenes to find relevant records in your knowledge base. It does not just look for matching keywords — it understands the meaning of your question and pulls in records that are conceptually related.
This happens automatically. You do not need to link records manually or tell the AI where to look.
The Conversation Flow
Each conversation works like a natural back-and-forth. You write a message, and the AI responds with an answer informed by your records. You can ask follow-up questions, explore tangents, or shift topics entirely — the AI adapts and searches for new context as needed.
The Context Panel
On the right side of the chat view, you will find a panel showing the records the AI referenced during the conversation. This gives you a transparent view of where the AI's knowledge is coming from, and you can click on any record to open it directly.
The More You Write, the Better It Gets
The AI's ability to give helpful answers grows with your knowledge base. The more records you have, the richer the context the AI can draw from. Even a handful of well-written records makes a noticeable difference.