> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/ai-assistant.md). # AI Assistant Describe what you need to collect, or upload a checklist you already use, and the Assistant builds the request or template for you to review. The Assistant builds and edits requests and templates from a plain-language description. Tell it what you need to collect, or upload your own checklist or engagement letter, and it writes the sections, checklist items and instructions. You review everything before a recipient sees it. {% hint style="info" %} The Assistant is available on every plan. Turning uploaded PDFs into fillable forms needs a plan with forms (**Professional** or **Enterprise**). See [Plans and features](/getting-started/plans-and-features.md). {% endhint %} ## Where to find it The Assistant opens in a panel beside the request or template editor. Close it with **Minimize**, and bring it back with the **Open Assistant** button. | Where | What the Assistant does | Button | | ----------------------------- | ----------------------------------- | ------------------------------------- | | New request or a draft | Builds or changes the draft | **Create draft** / **Update request** | | A request you've already sent | Proposes changes for you to approve | **Propose changes** | | A saved template | Changes the template | **Update template** | If you sign up and have no requests yet, Pipefile opens **Let's create your first request** with the Assistant. Type what you need to collect and select **Create request**, or choose **Start from blank instead**. ## Build a request {% stepper %} {% step %} ### Describe what you need Go to . In the Assistant panel, describe the request in your own words. For example: "Year-end tax documents for an individual: W-2s, 1099s, mortgage interest statement, photo ID." {% endstep %} {% step %} ### Attach files (optional) Add up to 10 files, each up to 10 MB and 50 MB in total. Supported types are PDF, Word (`.doc`, `.docx`), Excel (`.xls`, `.xlsx`), CSV, text, Markdown, JPG and PNG. The Assistant sorts each file into one of three uses: * **Context**: it reads the file, such as your own checklist or instructions, and turns it into checklist items. * **Attachment**: it attaches the file to the request for the recipient to see, such as a sample or a blank document. * **Form**: it turns a PDF form into a [fillable form](/forms-and-esignature/fillable-forms.md) on the right checklist item. {% endstep %} {% step %} ### Answer its questions If something is unclear, the Assistant asks. Pick an answer or type your own, then select **Submit answers**. You can also skip the questions and type a new instruction instead. {% endstep %} {% step %} ### Review and send The Assistant's changes land in the draft when it finishes, and the panel lists what changed. Edit anything you like, then send the request as usual. Nothing goes to the recipient until you select **Send**. {% endstep %} {% endstepper %} {% hint style="warning" %} Wait for the Assistant to finish before you edit the draft yourself. If the draft changes while it's working, its changes aren't applied, and you'll see **Not applied: this draft changed while the Assistant was working.** Ask it again once you're done editing. {% endhint %} Keep the conversation going to refine the result, for example "Split the income documents into their own section" or "Make the photo ID optional." ## Change a request you've already sent Open the sent request and select **Edit request**. Describe the change and select **Propose changes**. The Assistant doesn't change a sent request on its own. It proposes changes, and nothing happens until you approve them. 1. The panel shows **The Assistant proposed *****N***** changes**, grouped into recipients and roles, settings, and contents. 2. Review the list. It warns you about anything that can't be undone, such as checklist items to be removed, uploaded files to be deleted or signatures to be voided. 3. Select **Approve** to apply the changes, or **Dismiss proposal** to discard them. To change the proposal, ask the Assistant to revise it. Approving doesn't notify anyone. If the proposal adds a recipient, they hear from Pipefile with the request's next reminder. If the request changed after the proposal was made, Pipefile asks you to dismiss it and ask again. You can't use the Assistant on a request that is completed, archived or in the trash. ## Edit a template Open a template you can edit. Once the template has been saved, the Assistant appears beside it. Describe the change and select **Update template**. Changes apply when the Assistant finishes, and you can still edit anything afterwards. See [Create and edit templates](/templates/create-and-edit-templates.md). ## While it works * The panel shows each step, such as reading a document or creating a form. * Select **Stop** to end a run early. Any changes from a stopped run are discarded. * Rate each answer with the thumbs up or down under **Was this response helpful?** * If you send many messages in a short time, you'll see **The Assistant is catching up**. Wait the number of seconds shown and try again.
Does the Assistant send anything to my recipients? No. On a draft, nothing is sent until you send it. On a sent request, nothing changes until you approve a proposal, and approving doesn't send a notification.
Why didn't my PDF become a fillable form? Fillable forms need the **Professional** or **Enterprise** plan. On other plans, the Assistant tells you a form needs a plan with forms and leaves the checklist item without one. A password-protected PDF can't be read at all. Upload an unprotected copy.
Can I try it without an account? The free **AI Form Builder** at turns a PDF into a fillable form with no sign-up. The Assistant itself is part of your Pipefile account.
## Related * [Create and send a request](/requests/create-and-send-a-request.md) * [Build your checklist](/requests/checklists-and-sections.md) * [Fillable forms](/forms-and-esignature/fillable-forms.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://support.pipefile.com/ai-assistant.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.