Introducing Relm Reports.

Chatting with your deal

Citations in chat

How chat answers are cited, what to do when a citation doesn't add up, and how to copy a citation into your IC notes.

Relm TeamUpdated 3 min read
On this page

Chat answers in Relm are always grounded. Every factual claim cites where it came from. This page is the operational guide to working with those citations.

What citations look like

A typical chat answer:

The in-place vacancy is 5.2% [Acme_RentRoll_2026Q1.xlsx p.1] [Units section]. The Q1 P&L shows a slightly higher 6.0% economic vacancy after concessions [Acme_PnL_2025.pdf p.3].

Each bracketed reference is clickable. Clicking it opens:

  • A document page in the Document references bar for document citations.
  • The relevant section subpage for property-state citations.

Hovering for context

Hovering a citation shows a small popover with the snippet of source content that justifies the claim. This is the fastest way to verify a number without leaving the chat panel.

When a citation doesn't add up

If a chat answer is grounded in a citation but the citation doesn't actually support the claim:

  1. Click the citation to open the source.
  2. If the source is wrong (we cited the wrong page or the wrong sheet), report it as a bug — the routing logic is what we'd fix.
  3. If the source is correct but our reading of it was wrong, that's also a bug; the chat extracted the wrong fact from the right page. Report that.

We treat both kinds of citation errors as high-priority because trust in citations is what makes the chat useful at all.

Citations to property state vs documents

Two flavors:

  • Document citations (Acme_OM_2026.pdf p.14) point to a specific page in an uploaded document.
  • Property-state citations (Comps section, Tax assumption, Financial / Year 4 NOI) point to a value in Relm's structured property state.

Both are auditable. Property-state citations are slightly faster (no document page-load needed); document citations are the gold standard for OM-derived facts.

Copying citations into your IC notes

Chat answers are designed to be copy-pasteable. Copying an answer copies:

  • The text of the claim.
  • The bracketed citation references as plain text.
  • A footer link back to the chat thread for traceability.

Paste into Notion, Google Docs, or your IC template — citations remain readable as plain text, even if they're no longer interactive.

Sharing a chat thread

Click the share icon at the top of the chat panel to copy a URL to the thread. Anyone in your org can open the URL and see the full conversation with citations live. Org boundary is enforced — outside orgs can't open the link.

What's next

Was this article helpful?

Still need help?

Our team usually responds within one business day. Tell us what you're trying to do and we'll get you unstuck.

Relm Pro Help Center