# Word Add-in – Quick Tour ## Overview The Blockbrain Word Add-in brings your AI workspace into Microsoft Word. With the document open you can chat about it, ask the model to **suggest edits, accept suggestions with or without a tracked comment, switch between models, browse past conversations, and attach files** — all without leaving Word. This guide covers the features visible in the latest update: summarizing and editing documents, selecting AI models and bots, using Insights and Knowledge Bases, uploading files and contributing knowledge to your Blockbrain system. ## What you'll need • Microsoft Word for Microsoft 365 (desktop or web) signed in with your work account. • The Blockbrain for Microsoft 365 Add-in installed and the user signed in. • A document open in Word that you want to discuss or edit with the AI. ## 1. Opening the add-in Once the add-in is installed, open any Word document. The Blockbrain panel appears on the right-hand side of the Word window. The panel has its own title ("Bookmarks for Microsoft 365") and stays in sync with the document you are working on.
Use the chevron at the top of the panel to expand or collapse it. The panel can stay open while you scroll, edit, or switch documents. ## 2. Initiate all actions from the add-in sidepanel In the add-in the right-hand panel is your home base for everything the add-in does. From here you can analyze or summarize a document, start new chats, edit and add paragraphs, pull in or store content in the Knowledge Management-infrastructure.
## 3. AI Suggestions on selected text Highlight any text in the document and ask the assistant to refine, rewrite, condense, or extend it. The assistant returns a suggested change in the side panel, and you can apply it directly to the document with one click. ### 3.1 Generate a suggestion Select the paragraph or phrase you want the AI to work on. In the side panel, type your instruction (e.g. "Tighten this paragraph" or "Rewrite for a non-technical audience") and submit. The panel displays the proposed change next to the original. ### 3.2 Review and apply the suggestion The Suggestion panel shows what will be inserted, replaced, or removed. Use Apply to accept the change. The change is written directly back into the document and the panel updates with a confirmation ("Apply").
### 3.3 Apply with a tracked comment If you want to leave a note alongside the change — for reviewers, or as a reminder to yourself — choose Apply with comment. A small dialog opens for your comment text; the comment is attached to the modified passage so it shows up in the Word review pane. Choose Apply without comment if you only want the edit and not the annotation. Both options apply the change immediately. ### 3.4 Track what has been applied After applying, the side panel keeps a running tally of suggestions you've accepted, so you can audit changes during longer editing sessions. ## 4. Choosing an AI model Different tasks suit different models. The AI Model Selection screen lets you pick the model that will power the assistant in the current chat. The selector at the top of the add-in lists all models that have been approved for use with the selected bot.
**Tip:** pick a fast, lightweight model (Haiku, Flash) for short rewrites and a more capable model (Opus, Sonnet, GPT 5) for long-form drafting or analysis. Smart Routing is a good default if you are unsure. ## 5. BB Chat history sidebar Open BB Chat from the panel to see your conversation history with Blockbrain — both document-specific and general chats. Each entry shows the chat title (e.g. "Clean Energy and Industrial Sec…", "Project Roadmap and Timeline…"), and selecting one reopens that conversation alongside the current document. Use New Chat at the top of the list to start a fresh thread. The search box helps you find a specific past chat by keyword. You can also make use of the sidebar to select any of the approved bots on your system.
## 6. Attaching files to a chat You can give the assistant additional context by uploading a file. From the chat panel, choose the upload action — a native file picker opens labelled "Choose file to upload to 'Blockbrain for Microsoft 365' add-in". Pick any file from your computer (PDFs, slides, spreadsheets, additional Word docs, images, and so on).
Once uploaded, the assistant can reference the attached file in the conversation, summarize it, compare it against the document you have open, or quote passages from it. ## 7. Recommended working patterns #### Drafting and refining Write your first draft, then walk through it section by section. Highlight a paragraph, ask for a rewrite, and either accept or refine the suggestion. Use Apply with comment when collaborating so reviewers can see why a passage changed. #### Document Q\&A For complex documents (policy papers, contracts, reports), use the chat panel to ask questions instead of searching manually. Bookmark the most useful answers — they become a curated, document-linked reference. #### Cross-document research Upload supporting files to the chat so the assistant can reason across the open document and the attachments. This is useful for comparison, citation hunting, and gap analysis. ## Troubleshooting and tips * **Panel not visible:** Re-open the add-in from Word's Home ribbon → Add-ins → Blockbrain for Microsoft 365. The panel docks on the right by default. * **No model response:** Check the AI Model Selection screen — if a model is rate-limited, switch to another one or select Smart Routing. * **Suggestion did not apply:** Make sure the original selection still exists in the document. If the text was edited after the suggestion was generated, regenerate the suggestion against the new selection. * **Lost a chat:** Use the search box in the BB Chat sidebar to look up a previous chat by keyword from its title or contents.

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