The free text field in Chat with NeosAI allows staff to freely enter questions or statements about selected/uploaded documents or Case/Intake data on the fly.
NOTE: Your firm must have NeosAI Platinum and Staff must have the Special Permissions > NeosAI and AI Chat set to Enabled. To freely type into the chat window, Staff must also have the Special Permission > AI Chat: Free Text set to Enabled.
To enter free text:
While inside a Case/Intake, click the Chat with NeosAI icon from the Neos header or select Chat with NeosAI from the AI Tools pane.
Use the free text field to enter a question or request about this Case. You can select or upload a document into the Chat with NeosAI pane and/or select additional Case data.
Click the send message button or your keyboard's Enter key to send the request to the NeosAI Assistant.
Refer to the following screenshot as an example.
While the free text field/send message is a valuable tool, keep in mind that the NeosAI Assistant can only answer questions related to the active case or documents included/summarized in the Chat with NeosAI pane. Questions not related to the document(s) or Case information will result in the following message.
