> For the complete documentation index, see [llms.txt](https://docs.uprightplatform.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uprightplatform.com/upright-agent/chat.md).

# Overview

Upright Agent is an AI assistant built into the [Upright Platform](https://uprightplatform.com), where it appears as **Ask AI**. It lets you ask questions in plain English (or your preferred language) about a company's net impact, CSRD double materiality, financial effects, SDG alignment, EU Taxonomy alignment, SFDR Principal Adverse Impacts, and the supporting scientific evidence — and it answers from the same data the rest of the platform uses. Every answer links back to the evidence behind it, so you can interrogate, verify, and defend it.

The chat is intended to complement the visual platform, not replace it. Charts, tables, and result cards are still the primary way to explore the data; the chat is best at answering specific questions, summarising results across multiple companies or topics, and pulling together explanations that would otherwise require clicking through several views.

## Where to find it

The chat is available in two places:

* As a side panel on every company, group, and portfolio page (click **Ask AI** in the top navigation). When opened from a specific page, the chat carries that page's context so you can ask "summarise this" or "what is driving this risk" without naming the company.
* As a standalone view at [`uprightplatform.com/chat`](https://uprightplatform.com/chat), where you can start an open-ended conversation that is not tied to any single page.

Both surfaces share the same conversation history, so you can switch between them mid-thread.

## Who can use it

The chat is available to logged-in Upright Platform users whose organization has the chat feature enabled — for many account types it is on by default. If you do not see **Ask AI** in the top navigation, contact your Upright contact person to have it enabled for your organization.

## What the chat is good at

* **Single-company summaries** — "Show and summarise the DMA results for Storebrand."
* **Peer comparisons** — "Compare the net impact of Apple, Microsoft, and Alphabet."
* **Drill-downs** — "What is driving Climate change mitigation as a material topic for Neste?"
* **Supporting evidence** — "Why is wind power assessed as positive for GHG emissions?"
* **Portfolio and group views** — "Summarise the DMA across the constituents of this portfolio."
* **Methodology questions** — "How does Upright weight impact categories?"

## What the chat is not

The chat is not a free-form general-purpose assistant. It is scoped to Upright's data and methodology. It will not write code, draft unrelated marketing copy, or answer questions outside the impact / sustainability domain — instead it will redirect you back to topics it can help with.

It also does not estimate numbers it does not have. If Upright does not currently produce a particular lens for a given company (for example, EU Taxonomy alignment for a company whose primary activities are not eligible), the chat will say so rather than invent a value.

See [Limits and confidentiality](/upright-agent/limits-and-confidentiality.md) for the full list of constraints.

## Next steps

* Read [Using the chat](/upright-agent/using-the-chat.md) for entry points, prompt shapes, and how citations, KPI tiles, and tables work.
* Read [Data and tools available](/upright-agent/data-and-tools.md) to see exactly which data the chat can reach.
* Read [Connecting external AI clients](/upright-agent/external-clients-mcp.md) if you want to access the same tools from Claude Desktop, Claude.ai, Microsoft Copilot Studio, or another MCP-compatible client. (Connector access is granted separately from regular platform access.)