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Documentation Index

Fetch the complete documentation index at: https://docs.summation.com/llms.txt

Use this file to discover all available pages before exploring further.

Addison is Summation’s AI agent that powers all AI workflows in the platform — from answering questions in chat to generating reports and verifying results.

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Starting a conversation

Open a chat thread from within a project or from the homepage. When starting a chat from home, you can select a project — the default is My Project.
The project you select defines the context for the thread — Addison has access to that project’s data, files, and knowledge documents.
Screenshot needed: Starting a new chat thread with Addison
You can add files to the conversation to give Addison additional context — either upload a file directly or add an existing file from your project.
Screenshot needed: Chat input showing upload and project file buttons

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What Addison can do

  • Build reports with metrics, visualizations, and written analysis
  • Surface insights by highlighting trends, anomalies, and key takeaways you might miss
  • Verify results to check the accuracy of its analysis
  • Answer questions about your data with tables, charts, and written explanations
  • Suggest follow-ups to help you explore further

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Response types

Addison returns results in multiple formats depending on your question:
FormatWhen it’s used
TextExplanations, summaries, and context
TableRow-level data results
ChartLine, bar, waterfall, and other visualizations
KPISingle-value metrics with context
ReportMulti-section analytical document
Screenshot needed: Example Addison response showing a chart or table

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Chat threads

Chat threads are private by default and maintain context across messages. You can:
  • Ask follow-up questions that reference previous results
  • Access previous threads from the chat history
  • Share threads in read-only mode with teammates

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Adding files to a conversation

There are two ways to add files to a conversation:
  • Upload a file — use the upload button to attach a file directly
  • Add from project — use the project file button to add an existing file from your project
Screenshot needed: Chat input showing upload and project file buttons

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Tips for better results

  • Add knowledge documents to your project — metric definitions, glossaries, and domain context help Addison give more accurate answers
  • Enrich your catalog — adding descriptions to your tables and columns helps Addison understand your data better
  • Be specific — “Show monthly revenue for Q1 2024 by region” works better than “show me revenue”
  • Ask follow-up questions — Addison remembers the conversation, so you can say “break that down by region” instead of repeating your original question