CROSStrax has included AI inside the Case Notes and Email function's toolbar to make it easier to communicate clearly and professionally. Please note that you must have the AI Assistant active on your account to utilize this feature.
There are three ways to utilize the AI Assistant inside case notes and emails:
AI Commands (Red Box)- AI Assistant (Blue Box)
- AI Assistant with Document (Green Box) (Case Notes Only)
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 Case Notes tab within a case, then click "Add Note" or edit an existing note. If you are utilizing it for emails, open a new email from the case.
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", and 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 Case Notes tab within a case, then click "Add Note" or edit an existing note. If you are utilizing it for emails, open a new email from the case.
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 (Case Notes Only):
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 Case Notes tab within a case, then click "Add Note" or edit an existing note.
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.
