SidebarAI

Ask SidebarAI questions about Filevine. SidebarAI uses Filevine’s Help Center to answer questions about the Filevine product, and provides a summary of the last seven days of activity on a selected project.

SidebarAI Threads

Click on the message icon in the top right corner to open Sidebar. In Sidebar, click SidebarAI to open a new message conversation with SidebarAI. 

Enter your question in the textbox, and click Send. SidebarAI will search the Help Center and respond. 

Note: SidebarAI answers questions about Filevine using the Help Center. It cannot answer questions specific to your Org. However, you can receive a summary of a project’s recent activity by using the Project Summary icon.

Tip: If SidebarAI responds that the question is not related to Filevine, try specifying “in Filevine” in your question. 

Create a Note or Task

Create a note or task from a SidebarAI thread to record or assign the information in a project’s activity feed. Click on the sticky note icon or the checkmark icon in the bottom left corner, and select a project from the dropdown. 

For notes, add an additional message if desired. You can also use task shortcuts to create the item as a task, but prompts and formatting for usernames or dates will not appear.

For tasks, you can add an additional message and select the user the task should be assigned to. If desired, you can also select a due date for the task.

Click Post. A note or task will be created in the selected project’s Activity feed, noting that you created a Sidebar. 

Resolve

Once the topic of a SidebarAI thread has been addressed, it can be resolved or closed if desired. 

Resolved sidebars can be viewed in the window’s main page when filtering for “All” or “Resolved.” Resolved Sidebars are marked with the “Resolved” tag, which appears at the right of their listings in the main page, and at the top of the opened sidebar.

Resolved Sidebars cannot be reopened. Users can view all messages in a resolved Sidebar, but can no longer add new messages.

Project Summary Prompt

You can ask SidebarAI to summarize the last seven days of activity in any of your projects. Click on the leftmost icon in the Sidebar. 

Then, search for and select the project you’d like SidebarAI to summarize, and click Ask Sidebar AI. 

SidebarAI will provide a short list of the project’s recent activity, including all activity item types except for reminders. 

The project summary prompt can also be launched by clicking the Summarize button at the top of the Activity feed.