SidebarAI uses Filevine’s Help Center to answer questions about Filevine. With SidebarAI Prompts, you can also ask SidebarAI questions specific to your projects. For example, you could ask SidebarAI to summarize the overall case over the last 30 days, or to suggest next steps for the case based on the last seven days.
You can use SidebarAI’s Prompt Builder to select and customize your prompt, or you can chat directly with SidebarAI to request a prompt.
This feature is available for users with AIFields.
Prompt Types
The table below describes each of the seven types of project information that SidebarAI can provide. These prompts can be selected using the prompt builder, or you can ask SidebarAI to fulfill a prompt directly in chat.
Type | Prompt | Description |
---|---|---|
Summary | Project Activity |
Summarizes activity feed information for the selected date range Note: this prompt can also be accessed with the Summarize button at the top of the Activity feed. |
Summary | Overall Case | Gives a brief overall case summary, including:
|
Analyze | Find discrepancies |
Looks for inconsistencies or changes in key facts, including:
The prompt does not include new or additional information that does not contradict existing information. |
Analyze | Follow up | Finds issues that may require follow up, raise questions, or merit further investigation, including:
|
Analyze | Tasks to create | Looks for any tasks in the communication that could require a task. This prompt output can be compared against existing tasks to ensure everything has been captured. |
Analyze | Next Steps | Provides three to five steps that the user could take to move the case forward productively. |
Analyze | Red Flags |
Surfaces red flags, risks, or ethical concerns related to the case, specifically if there are signs of:
Does not include Minor confusion or uncertainties |
Ask SidebarAI in Chat
In Sidebar, click SidebarAI to start a new SidebarAI thread. In the thread, ask SidebarAI to fulfill one of the seven prompts. For example, you could enter “What are some next steps for the Johnson project?” SidebarAI will identify the project, the “Next Steps” prompt, and any customizations you’ve included, and respond.
Including the keywords of the prompt name helps SidebarAI identify which prompt you are requesting. Be sure to also include the name of the project where you are requesting information.
Customizations
You can customize your request in chat, if desired. Include the specific dates you would like SidebarAI to review, specify which activity item type to review (for example, only task items), or include specific keywords for SIdebarAI to focus on.
If you do not specify a time frame, SidebarAI will use the last 30 days by default.
Note: In the Prompt Builder, you can instruct SidebarAI to review only Activity items created by a specified user. To customize this in chat, include the user’s email, rather than just their username.
If SidebarAI is unable to parse your chat request, it will respond by requesting clarification.
Prompt Builder
In Sidebar, click SidebarAI to start a new SidebarAI thread. Click the icon in the bottom left corner to open the AI Prompt Builder.
Select the Project
Select the project you would like to ask about. Search for and select the desired project from the dropdown. Click Next.
Define the Prompt
Choose the prompt type: either summarize or analyze. Then, select the prompt. You can read a list of prompts with their types and a description in the subsequent section.
Select the date range for the prompt. The date range will define what period of activity SidebarAI reviews to generate its summary or analysis. Select one of the quick options or enter a custom date range.
Customize
You can customize your prompt further, if desired, by selecting a team member, an activity type, or a keyword. These options act as filters for the information that SidebarAI intakes. For example, if you select Tasks, SidebarAI will only consider task activity items in its evaluation.
When you are ready, click Send to initiate the prompt.
Prompt Response
Once you have sent the prompt, your question appears in the thread. SidebarAI will evaluate the project data and generate the response. If you have navigated away from this thread, you will be notified.
Results include links to the relevant Activity items. Click on the See details. link to view that Activity item in a new tab.
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