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Limit your chat prompts to specific ones defined by your firm or allow users to create their own."}]}],"id":"4a5f8121f1a84a56ac2b333a7251ae11","attrs":{}},{"type":"p","uid":"15e9bb50223a409fb32b1fc5cbb640a7","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"ff2db509d0ba4528a269ea3a21b65820","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1035336175","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"type":"p","uid":"97c619ba91a74dd5a4f5221e44b94e32","attrs":{},"children":[{"bold":true,"text":"How it works"}]},{"type":"p","uid":"d70cddae20904ecbbf66d2616250593e","attrs":{},"children":[{"text":"Upload a document (or multiple documents, one at a time) and ask NeosAI questions in the chat box! Copy chat conversations to case notes (or to the clipboard) for easy reference and documentation. Easy and simple to use. "}]},{"type":"p","uid":"e337780aeb8b4e6cb30d75de8e9de818","attrs":{},"children":[{"text":""},{"uid":"9d54cbddf73e43b29cc976f64dfe0dd9","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?id=2051","target":"_blank"},"children":[{"text":"Refer to Knowledge Base 2051 ","italic":true}]},{"italic":true,"text":"for instructions on setting up prompts and special permissions. (You must be logged into the Neos Knowledge Base to directly access this article from our release page. Access the Neos Knowledge Base from Neos by clicking on the question mark in the top right-hand corner of the screen.)"}]},{"type":"p","uid":"248abf6425454179a6267a8e7109af6b","attrs":{},"children":[{"text":"Why is this important?","bold":true}]},{"type":"p","uid":"e6e063ab04634ce6b8b0eb9f4b0a2f6d","attrs":{},"children":[{"text":"NeosAI Chat is the most intuitive way to leverage AI in your daily activities to make you faster, decrease mistakes, and finally, give you time to breathe when you are racing from task to task."}]},{"uid":"adc6c0af00a34711b2300dd806afc9a6","type":"ul","children":[{"type":"li","uid":"f839115d9a6546e089f74719175040b7","attrs":{},"children":[{"text":"NeosAI Chat reduces time needed for manual review and interpretation of documents, enabling users to quickly get insights or clarify information by typing a question. "}]},{"type":"li","uid":"1685c82ef4d84914b075792f20cee4e6","attrs":{},"children":[{"text":"Customizable prompts allow firms to maintain consistent workflows."}]},{"type":"li","uid":"79b0af3669fb435e8607be00e162dfa0","attrs":{},"children":[{"text":"NeosAI Chat will not provide answers that go beyond the purview of the uploaded document"}]}],"id":"115bb72c139747d9a84bc646acb7ff55","attrs":{}},{"type":"p","uid":"805d9cbbe4bf4ee7b4f78f267d41298a","attrs":{},"children":[{"text":"When to use it","bold":true}]},{"type":"p","uid":"ee2bf311e444476fb48072e090bbdffe","attrs":{},"children":[{"text":"Is there ever a good time NOT to use it? (Just kidding)"}]},{"uid":"be1ea48e9afb4cf0811defc33718a424","type":"ul","children":[{"type":"li","uid":"ddbe5443732648fb932642bbfd6cfce9","attrs":{},"children":[{"text":"Review or analyze uploaded case-related documents such as contracts, incident reports, or medical records. 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"}]},{"uid":"f89fb3d6b54b41f3a03f9ddad1541742","type":"ul","children":[{"type":"li","uid":"3cc247dd2cba4726b3bc66cf740cd169","attrs":{},"children":[{"text":"Create and customize AI Tags for use in legal documents."}]},{"type":"li","uid":"317ff21f33954819b180d754866ea991","attrs":{},"children":[{"text":"Edit existing tags to refine data sources, or mark tags as inactive."}]},{"type":"li","uid":"0708035d5898466c8a798822def5a7f5","attrs":{},"children":[{"text":"Leverage the preview feature to test AI Tags and see sample outputs before implementation."}]},{"type":"li","uid":"55a9bbc6d7404a7c92d06f3bc708e0b1","attrs":{},"children":[{"text":"AI Tags integrate seamlessly with the Word Add-In, making them accessible in the AI Document Generation workflow."}]}],"id":"5d08eccd9fc446cfa1c9765a83d443c2","attrs":{}},{"uid":"1e133b3fdde4402582a59dd140e9eb47","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1035753205","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"type":"p","uid":"02057f97609141f781324e0a1bc5b1f4","attrs":{},"children":[{"bold":true,"text":"How it works"}]},{"type":"p","uid":"ec110ffee8ce4b6e84e2c68d59e6353a","attrs":{},"children":[{"text":"If you have NeosAI Platinum, go to Settings > AI Tags (a new directory to define your own and edit existing tags for AI document generation)"}]},{"type":"p","uid":"43a393d8617c41869e1ecebb3ab711a5","attrs":{},"children":[{"text":"NOTE: Native, immutable AI Tags cannot be deleted, only edited to add/remove data sources or marked as inactive","italic":true}]},{"uid":"b483ee4b458f48d0bc2f3f9f675eed17","type":"ul","children":[{"type":"li","uid":"db5e03a9b8534e5e9cace8e8b3e6538a","attrs":{},"children":[{"text":"Name, Handle, and AI Prompt are required fields"}]},{"uid":"332dc2fe89b84d4fb9c6304827721840","type":"ul","attrs":{},"children":[{"type":"li","uid":"7c241f610c0147edb3235fa65f758b88","attrs":{},"children":[{"text":"Name will be the human-friendly name that shows in the Word Add-In and in AI Document Generation workflow"}]},{"uid":"44456feb7bda4014927a22511abc7d14","type":"li","attrs":{},"children":[{"text":"Handle will be the underlying tag inserted into the template"}]},{"uid":"938b6600ac4a4c6b94b88df63a08fba4","type":"li","attrs":{},"children":[{"text":"AI Prompt will be the prompt that is sent to the AI to generate a response"}]}]},{"type":"li","uid":"8a99ae9fe9594c9397efc17e07fa95f2","attrs":{},"children":[{"text":"Select one or more Data Sources to include extra context from the case in the prompt to the AI"}]},{"type":"li","uid":"515e4313e7b8484994c09b9be06423ec","attrs":{},"children":[{"text":"Generate a preview to see a sample of what is generated from the current prompt"}]},{"uid":"12fe9066e3584037a54a39fb66388aa1","type":"ul","attrs":{},"children":[{"type":"li","uid":"89cadc3a40e744a481fdd5271f69d104","attrs":{},"children":[{"text":"go to the Configure Preview tab to select a case and other records based on data sources selected, to include context in the sample response generation"}]}]},{"type":"li","uid":"168716a4b87645a7ad6398ef36539790","attrs":{},"children":[{"text":"Tags created by users will be available in the Word Add-In under the AI category among the other existing tags"}]}],"id":"4cffe5be5a824dcbaf84b8c4193296a4","attrs":{}},{"type":"p","uid":"ff31f3db185e46ff9d425c95c796fb9e","attrs":{},"children":[{"text":""},{"uid":"8ae68d919cb642a4a1ef09917c104b4e","type":"a","attrs":{"url":"https://assembly.sysaidit.com/KBFAQTree.jsp?id=2055","target":"_blank"},"children":[{"text":"Refer to Knowledge Base article 2055","italic":true}]},{"italic":true,"text":" for more detailed information."}]},{"type":"p","uid":"12993635f39048bda13c9bb19842a615","attrs":{},"children":[{"text":"","bold":true}]},{"type":"p","uid":"51f8ed9d723c4bf6b8d1d4c330132f09","attrs":{},"children":[{"bold":true,"text":"Why is this important?"}]},{"type":"p","uid":"cf64b613d90d4d198d5bd80d8ded5eac","attrs":{},"children":[{"text":"Legal document generation is one of the most time-consuming and error-prone tasks for legal professionals. NeosAI Tag Manager gives your firm the ultimate flexibility and control over how AI is used to generate document content, ensuring alignment with existing workflows and preferences. "}]},{"type":"p","uid":"e53380ac2d834b4dafff5cdd9461d913","attrs":{},"children":[{"text":"Cut down on document creation time, decrease burnout and fatigue, and improve accuracy. 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