User guide
Quick Start Guide
Case notes
Table component
FAQ
Search
Dashboard
Deleted Documents and Access Log
Solving a task
AI Assistant
Manuals
Substitution and Vacation
Suspending, resuming, archiving and deleting a case
Case variables, history and graph
Basic Terms
Uploading Documents, Folders and Revisions
News
Favorites
Navigating the interface
Dashboard widgets
Case Detail
News/Announcements in Team assistant
Case list
Logging In and Out
Account Settings
Task List
Mobile app settings
Reports and Charts
Searching and Listing Documents
Handing Over, Taking Over and Tasks to Pull
Bulk Tasks
Printing a Case
Creating and Editing an Overview
What Is TAS
Form Fields
Tablet Interface and NFC
Overviews
Creating a New Case
Case Events
Case Permissions
Subscribing to an overview by email
Administrator Guide
Platform guide
Administration
Crons
Authentication and Synchronization
SMTP OAuth authentication
LDAP, SAML, Entra ID and NFC: Settings
Configuring authentication modules
Authentication
Vault
DMS attributes
Service Operations
Mobile App Setup for Your Environment
Scheme
XML Process Import
HR agenda and agenda handover
Logs
Archiving
Scripts
Sequences
System Status
News Management
Migrations
Configuration
Plugins
Email Queue
Service Console
AI monitoring
Shared Files
Settings
CSP Headers
CSV Files
Scheduled Tasks
Processing Queues
Maintenance
Administration Menu
Licenses
Dynamic Tables
Usage Statistics
Access Token Settings & Session Expiration
Visual Identity
Template
Prints
Tasks
Task calculations
Automatic task completion and cancellation
Email Task and Notifications
Task types
Smart Event task
Instructions, Sections and Testing a Task
General task settings and solver
Multi-instance
Planning: start, branching and due date
Dynamic conditions: builder
Variable assignment and sections
Variables
Class diagram, object state import and alias candidates
Document list
Text and Multiline text
Checkbox
Number
Variables: overview and common settings
Lists (texts, numbers, dates)
Dynamic Rows
Date
Dynamic list
Sequence
Dynamic Table
Shredding Process
Template graph
Template Tab
Template List
Importing, Exporting and Copying a Template
Template Headers
Case statuses
Roles
Connecting to a different database
Diagnosing services
Hyper-V: Isolated NAT Network with Port Forwarding
Users
Translations
NFC Integration
Events and Rules
AXIOS API
Plans
Axios with Vault
Users
Axios with SSL Certificate
User Detail
Calculations & Functions
Form condition
Other dynamic conditions
Optimization of API calls on dynamic conditions
Filtering in a dynamic sheet using dynamic conditions
Dynamic Conditions: Script
Dynamic Rows: Script
Calculations
Dynamic Tables
Printing and File Generation
Documents in Calculations — Complete Guide
Printing and File Generation in Calculations
DOCX document creation
Other Calculations
How and when calculations run
Calculations API reference: the lib library
Calculations API reference: variables and case
Global Scripts and React Scripts
Integrations
MS Graph
MS Graph - cron configuration
MS Graph v2 (from v5.7.102)
MS Graph - preparing the mailbox
MS Graph (email)
ISDOC.PDF
DocuSign
TAS call module - TAS 2 TAS (process creation via API)
DB View
DocuSign and electronic signatures
ERP and other integrations
Smart Events for Integrations
TAS Forms
TAS Forms
Activating the module on the environment
TAS Forms - secret creation guide for Docker Swarm
Advanced Features & Tips
Filtering in a dynamic sheet using a URL parameter (static)
Optimizing Overviews with a Large Number of Cases
API Documentation
Product
Technical Changelog
Business Changelog
Version Upgrade Guide
Upgrade to v5.19
Upgrade to TAS 5.19 - Key Changes and Removed Features
Upgrading TAS 5.17 to 5.19 – Technical Part (DevOps)
Upgrate to v5.17
Upgrade to TAS 5.17 - Key Changes and Removed Features
Asset Migration from FE to Backend (5.17 Upgrade) — DevOps
Upgrading to v5.7
Lodash upgrade v4.17.x (>v5.5)
Main changes and deprecated features (v5.3 > v5.7)
Highlighting variables in Read-only status (>v5.7.58)
Upgrading to 5.3
Dynamic conditions migration
PDF printing adjustment
Editing Task Description vs Task Instructions
Transpiling forEach to a for loop
Rendering HTML on Caseoverview
Differences between TAS4 and TAS5 - a complete overview
Best Practices for Upgrading from v4 to v5
Using validation functions
Technical details
Server prerequisites
Security and Data Protection
Security
TAS Operations Runbook
Technological architecture
News / Important information
Microsoft Disabling Basic Auth for SMTP
End of EWS support and transition to Microsoft Graph
Adjustment in EWS after MS Exchange update (29.04.2025)
Security notices
Getting Started
- All Categories /
- User guide /
- AI Assistant
AI Assistant
The AI assistant is an artificial intelligence chat built directly into TAS. You can ask it how a feature works, have it explain a term or find information in the materials the administrator has made available to it. The assistant is only available if AI is enabled in your installation. You can tell by the "Ask me anything…" field in the middle of the top bar. Click the field to open the chat window.

| No. | Element | Purpose |
|---|---|---|
| 1 | Field in the top bar | Opens the chat window. When the window is open, click it to close the window. If you have an unfinished conversation, the field shows "Continue the conversation…". |
| 2 | Expand menu | Shows a panel with the list of your chats. |
| 3 | Conversation name | The name of the current conversation. A new chat is named New chat. After the first answer, the assistant names it automatically. |
| 4 | Pin chat window | A pinned window stays open even when you click elsewhere in the application. An unpinned window closes when you click outside it. |
| 5 | Full screen | Expands the chat to full screen. Click again to return it to a window. |
| 6 | Close | Closes the chat window. The conversation remains saved. |
| 7 | New chat | Starts a new conversation. |
| 8 | Search chats | Opens search in your conversations. |
| 9 | Your question | The messages you have written. |
| 10 | Assistant's answer | A formatted answer. Use the Thinking about the answer arrow to expand the steps the assistant took while looking for the answer. Below the answer is an icon for copying the text. |
| 11 | Message field | Type your question here. Press Enter to send it; Shift+Enter inserts a new line. |
| 12 | Mode | Chat is the standard mode for questions. Builder mode for editing templates is offered only to administrators when they have a template open. |
| 13 | Send | Sends the message. It becomes active as soon as the field contains some text. |
| 14 | Notice | "AI can make mistakes. Verify important information." |
You can drag the chat window to another place on the screen with the mouse. Administrators also see a Stream switch in the window header, which turns on gradual output of answers. On mobile devices, the assistant field is below the top bar.
The assistant answers based on general knowledge and the materials the administrator has made available to it. It may not know the exact behaviour of your installation and can be wrong. Verify important information in the manual or with your administrator. Do not enter passwords or other sensitive data into the chat.
How to ask a question
- Click the "Ask me anything…" field in the top bar.
- Type your question, for example "What can you help me with in TAS?".
- Press Enter or click Send.
- Wait for the answer. You can follow up with another question in the same conversation.
Chat list
Use the menu icon in the top left of the window to expand the panel with the list of chats. Click a chat to open it. When you hover over a chat, three dots with a menu appear.

| Action | Purpose |
|---|---|
| New chat | Starts a new conversation. |
| Search chats | Opens search in conversations. |
| Rename | Opens the Rename conversation window. |
| Delete | Deletes the conversation after confirmation. |
Renaming a conversation

Type the new name in the Name field and click Save. The name is required.
Searching conversations

The Search chats window shows your conversations sorted by date. Type the text you are looking for in the "Search conversations…" field. TAS finds conversations whose name or messages contain the text and shows the matching excerpts. Click a conversation to open it, or click New chat to start a new one.
In version 5.19, you cannot attach files or photos to the chat.
If the "Ask me anything…" field is missing from the top bar, AI is not enabled in your installation. Only the system administrator can enable it in the configuration (key
AI.enabled).Related: Navigating the interface.