Chat: ask questions about companies and your sources
How to use Clarifo's AI chat: ask about companies and filings, mention companies and industries, attach your own files, follow up, check citations and move answers into documents.
The chat is the quickest way to ask Clarifo something: a figure, a comparison, what a company said about its outlook, or what is in a file you uploaded. Answers cite the filings they are based on, and you can keep asking follow-up questions in the same conversation.
Ask your first question
- Open the chat
Open a workspace and choose Chat (Ask questions about your sources) from the quick actions on the dashboard.
- Ask your question
Type your question into the box. Plain language works best, and mentioning the companies or industries you mean helps the chat look in the right place.
- Add your own files if needed
Use Attach file, or drag files onto the chat (Drop files here), to ask about your own material alongside the filings.
- Check the sources
Click a citation in the answer to open the source. It opens the filing page the answer is based on, so you can read the original.
- Follow up and save
Under Refine the chat suggests follow-up questions you can click, or you can type your own. Move useful answers into a document as described below.
Questions that work well
- Name the company and the period. Nokia revenue 2024 is clearer than revenue.
- Ask one thing at a time, then refine with follow-ups.
- For a long written report, an analysis is a better fit than a chat answer.
Work with the answers
Each answer has actions of its own:
| Action | What it does |
|---|---|
| Move to document | Adds the answer to a document you are working on. |
| Create new document | Starts a new workspace document from the answer. |
| Create note | Saves the answer as a note. |
| Regenerate response | Writes the answer again. |
| Show steps | Shows the steps the chat took to answer. |
Prompts you use often can be saved in the custom prompts library next to the input box, and pinned so they stay at the top.
Your own files
Files you attach or upload to the workspace become sources the chat can read. Supported formats include PDF, Word, Excel, CSV, text and common image files, up to 10 MB each. From the dashboard, Upload files takes up to 10 files at a time.
For searching filings directly, without a chat conversation, see the search guide.
Frequently asked questions
What does the chat know about?
It searches the filings of the companies Clarifo covers and uses Clarifo's financial data. In a workspace it can also use the documents, analyses and files you have there, and the document you have open in the editor.
Which files can I attach?
Documents such as PDF, Word, Excel, CSV and text files, and images such as PNG and JPEG, up to 10 MB per file. From the dashboard you can upload up to 10 files at a time.
How do I know an answer is right?
Answers cite their sources. Click a citation to open the exact page of the filing, and check the figure there before you rely on it.
Can I keep an answer?
Yes. Every answer can be moved into an existing document, turned into a new document or saved as a note in your workspace.
Try this in Clarifo
Create an account and follow this guide with real Nordic and US filings.
Related guides
Search Guide: semantic and keyword search over filings
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AI analyses: company and industry reports from filings
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Workspace Guide: organise research, notes and reports
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