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Ask questions in chat

Chat is the core of Navigator. You ask a question in plain language. Navigator searches your study documents and gives an answer with citations.

Before you start​

  1. Sign in at sites.rightview.ai.
  2. In the sidebar, use the Study collection picker to select the protocol.
  3. If no collections show, ask your site administrator to create one. See Upload documents.

Send a question​

  1. Click the message box at the bottom of the chat.
  2. Type your question, for example: What are the inclusion criteria for Visit 2?
  3. Press Enter or click the send button.

While Navigator works, a Working panel shows each step as a chip, for example a search of the trial documents. The chip of the current step shows a spinner. A completed step shows a check mark. See View Flow.

To stop the answer early, click the send button again. It now shows a stop icon.

The answer text shows while Navigator writes it. Answers can include tables and formatted math formulas.

Questions on CTMS data​

Where your site connects a CTMS that supports it, chat can answer from live CTMS data. For example, ask:

  • What data queries are open for this study?
  • Which study documents are still unsigned?
  • Is invoice 0010000342 paid?
  • How much have we paid subjects on this study?

These answers are read-only. Chat does not answer or close a query, and it does not change a payment. When you select a study, chat reads only that study. To ask about another study, select it first. Invoice and payment questions need the Finance module.

When you ask chat to build or save a Schedule of Assessments, chat never replaces an approved schedule by itself. It asks you to confirm first.

Past conversations​

Navigator saves each chat in the chat history list next to the chat.

  • Click a chat to open it again.
  • Click New chat to start a new chat. You can also click Chat in the sidebar.
  • To remove a chat, hover over it and click Archive chat. Then click Delete to confirm, or click Cancel. The chat no longer shows in the list.

Follow-up questions​

In the same chat, you can ask short follow-up questions. For example, after a question about inclusion criteria, ask "What about exclusion criteria?" Navigator uses the recent messages to understand the follow-up.

For best results:

  • Stay in the same chat when you ask for more detail.
  • Keep the same study collection selected.
  • If a follow-up answer seems off-topic, repeat the key detail, for example the visit or the document type.

Regulatory follow-up questions can use regulatory sources and your study documents. Click View Sources to see every source.

Tips for better answers​

  • Be specific. Give visit numbers, procedures, or document types.
  • Ask about one topic in each message. Split long questions into separate messages.
  • Select the correct collection. Answers mainly use the documents of the selected study, plus regulatory sources when necessary.