**Source URL:** https://platform.veevavault.help/en/gr/1187184/

# Using Vault AI Tab



**Important**: The functionality described on this page is only available to early adopters.

Vault provides an _AI_ tab with a chat feature that allows you to query and explore your Vault data. You can inquire about a range of categories, such as documents approved in the last 30 days or the total number of _Country_ records in a Vault. Ask questions in plain language without technical jargon, and the _AI_ tab retrieves data to provide you an answer.

If you have the [appropriate permissions][0], the _AI_ tab displays in your list of tabs, and the _Home_ tab is relabeled to _Tasks_.

**Note**: The _AI_ tab focuses on helping you find and understand information in your Vault. It cannot perform specific Vault actions, such as creating records and initiating workflows. However, depending on the nature of your question, it may route to a Vault AI Chat action, such as translating and summarizing documents.

## Navigating the AI Tab

In addition to exploring your Vault data, the _AI_ tab displays additional chat-related options:

* **New Chat**: Initiates a new conversation
* **Recent Chats**: Displays all recent _AI_ tab conversations. This only includes chats initiated on the _AI_ tab.
* **History**: Displays a history of all chats from the _AI_ tab and Vault AI Chat. Displays up to 30 days of history.
* **Tasks**: The total number of your tasks, including assigned and available tasks. Click **Tasks** > **Show my tasks** to navigate to the _Tasks_ tab and view your tasks and active workflows. This counter displays _100+_ if there are over 100 tasks.
* **Suggested**: Displays a list of suggested questions you can ask the _AI_ tab.

Click **Cancel request** () at any point to cancel the response. In addition, if the _AI_ tab takes longer than 30 seconds to generate a response, you can navigate away and return once the response is available.

## Questions & Responses

You can submit a variety of questions and requests for information about your Vault. When you submit a question or request, the _AI_ tab executes the _Chat Action_ and _Query Vault_ action to generate a response.

See the sections below for examples of questions you can ask. These are only examples and you are not limited to these question types.

### VQL Questions

You can ask a question in plain language, such as "What active Product records are in this Vault?", and Vault identifies the appropriate data by converting the question into VQL: `SELECT id, name__v, state__v, abbreviation__c, generic_name__c, launch_date__c FROM product__v WHERE status__v = 'active__v' MAXROWS 1001 LIMIT 1000 OFFSET 0`.

The _AI_ tab responds with the data requested and an _Open_ button that directs you to a list view of the data. Using the example above, the _AI_ tab displays all active _Product_ records.

The list view displays links to the requested data. In this example, a link to each active _Product_ record is displayed. The list view also displays additional details on the data, such as the _Lifecycle State_, _Created Date_, and _Last Modified Date_.

You can click **Generated VQL Query** to view your request as a VQL statement. You can also **Download** () the results to an Excel spreadsheet.

**Note**: Admins should ensure custom and standard Vault AI Metadata is accurate and updated, as the _AI_ tab uses this information to query your Vault data.

### Navigation Questions

You can ask questions about navigating your Vault. For example, you could ask, "Where do I configure job definitions?". The _AI_ tab responds with details on how to find the data you need.

### Instructions Questions

You can ask questions about specific tasks in Vault. For example, you could ask, "How do I create an object relationship?". The _AI_ tab responds with detailed instructions on how to complete the task.

## Limits

The following limits apply to using the _AI_ tab:

* You cannot modify any data in Vault, such as creating, updating, or deleting documents or records. You can only retrieve information about data in your Vault.
* You cannot ask billing and consumption-related questions, such as how many tokens the Vault used in a time period.
* You cannot ask workflow related questions about Legacy workflows. Only object and document workflows (single and multiple) are supported.
* The list view displays up to 1,000 rows of data. Results exceeding 1,000 rows are truncated.
* The _AI_ tab cannot provide information about any Vault data you do not have permission to access.
* The _AI_ tab can only answer questions about data within the Vault you are currently using.

## Related Permissions {#ai-tab-permissions}

The following permissions control your ability to use the _AI_ tab. These permissions are available under the _Vault AI User Actions_ permission set:

|Permission|Access Details|
|---|---|
|Tabs: AI: View|Ability to view the _AI_ tab. Must be enabled in conjunction with the _Pages: AI: View_ preference|
|Pages: AI: View|Ability to view the _AI_ tab. Must be enabled in conjunction with the _Tabs: AI: View_ preference.|

[0]: #ai-tab-permissions