CROSStrax now has a feature designed to help speed up your report-writing process. The AI Assistant can help reduce the time it takes to make a clean and professional report. To utilize this feature, you must activate it for your account.
Please note that this feature does come at an additional cost to your monthly subscription. The price is dependent on the tier of your subscription.
To activate AI Assisant:
1) Click on your name in the top right corner of the screen, then click "Account & billing".
2) Click "Manage Subscriptions" under Subscription Info
3) Click the check box next to "AI Assistant, then click "Submit".
There are three ways to utilize the AI assistant for reports:
1. AI Commands (Red Box)
2. AI Assistant (Blue Box)
3. AI Assistant with document (Green Box)
AI Commands:
The AI commands consist of commands that are commonly used to improve your writing and commands that you can customize to your needs. To learn how to create custom commands, please click here.
1) Go to the Report Entries tab within a case, then click "Edit" for the report entry you would like to change.
2) Highlight the text you would like to change, click the "AI Commands" button, then select what command you would like performed on the text.
3) Once you have selected a command, the assistant will generate a dialog box with the updated text. You can make adjustments to the text in this box, and once done you will click "Replace" to replace the original text with the AI Response.
Note: If you want to keep the original text that you highlighted with the updated text, copy the AI Response, click "Cancel", then paste the response into the entry with the original text.
AI Assistant:
The AI Assistant feature allows you to manually type in what commands you would like performed on the selected text.
1) Go to the Report Entries tab within a case, then click "Edit" for the report entry you would like to change.
2) Highlight the text you would like to change, click the "AI Assistant" button, type the command you would like performed on the text, then click "Submit".
3) Once you have submitted your command, the assistant will generate a dialog box with the updated text. You can make adjustments to the text in this box, and once done you will click "Replace" to replace the original text with the AI Response.
AI Assistant with Document:
The AI Assistant with Document feature will allow you to upload documents and have the AI perform commands on the text of the document.
1) Go to the Report Entries tab within a case, then click "Edit" for the report entry you would like to change.
2) Click the "AI Assistant with Document" button, select the document you would like to use, enter the command you want the AI to perform on the text, and then click "Submit". Important: Only documents uploaded into the Documents tab under Files will be available to choose from in this feature.
3) Once you have submitted your command, the assistant will generate a dialog box with the updated text. You can make adjustments to the text in this box, and once done, you will click "Replace" to replace the original text with the AI Response.
Below is a link to a webinar video that shows how to utilize these features: