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Docsiv AI is built into every part of your workflow. It knows your clients, your document types, and your workspace — so the output it produces is relevant to your agency from the first prompt. There are two AI surfaces:
  • AI Chat — a standalone chat interface for generating new documents, asking questions, and managing existing work through conversation.
  • Inline AI — available inside the editor. Select any text, then use AI to rewrite, improve, expand, or summarize that section without leaving the document.

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What AI can do

  • Generate full documents from a prompt. Describe what you need and the AI creates a complete draft — proposal, report, contract, brief, or any other document type in your workspace.
  • Create documents for specific clients. Reference a client by name in your prompt and the AI uses their details (industry, website, description) to tailor the output.
  • Edit and refine existing content. Ask the AI to improve a section, adjust the tone, make it more concise, or expand on a point.
  • Answer questions about your work. Ask about a document, a client, or anything else in your workspace — the AI responds with context from your data.

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Context the AI uses

When you send a message, AI Chat automatically includes your workspace context: your client list, document types, and recent documents. You do not need to copy and paste any of this information — the AI uses it to generate more accurate, relevant output.
AI Chat also maintains the full history of each session, so you can continue a conversation where you left off.

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AI credits

All AI features — chat, inline edits, and generation — consume AI credits. Each plan includes a monthly credit allowance. You can also purchase one-time credit packs if you need more.

AI Chat

Learn how to use AI Chat to create and manage documents through conversation.

AI Credits

Understand how credits work, what each plan includes, and how to buy more.