Customizable chat prompts allow your firm to maintain consistent workflows by interrogating documents with case-related questions, improving productivity and Case preparation. Neos provides 40 standard AI prompts in the AI Prompt Directory with the ability to create new prompts. AI Prompts from the AI Prompt Directory can be used in NeosAI Chat. The availability of AI Prompts is based on the selected Case Type, Document Type, and Active status.
If no Case Types or Document Types are selected, then all AI Prompts will be available for all Cases/Intakes and all documents. If a combination of Case Types and/or Document Types have been selected, then prompts for matching Cases/Intakes and documents will be available.
Suggested AI Prompts are available once a document has been selected or uploaded into the Chat with NeosAI pane.
NOTE: Your firm must have NeosAI Platinum and Staff must have the Special Permissions > NeosAI and AI Chat set to Enabled.
To use a suggested AI Prompt:
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.
Select or upload a document into the Chat with NeosAI pane or select data sources.
The 3 most common AI Prompts for your firm will be displayed. Click See more suggestions to access the list of active AI Prompts, sorted alphabetically by "AI Prompt Name".
A list of matching AI Prompts will be shown in the Suggested Prompts popup.
NOTE: If a prompt is selected before a document or data sources are selected, the following error will display.
Select the desired prompt. The prompt will be sent to the AI to interpret and provide an answer based on the document.
The NeosAI Assistant will provide the answer based on your question.
Additional prompts can be selected to obtain more information from the document(s) added to the chat.
