Best Practices for Working with Sky AI

Here are some tips and tricks to maximize your efficiency and get the most accurate results from Sky AI.

Document Management

Effective Case and Document Naming

While Sky AI reads content, clear and descriptive names help your team quickly understand the context of cases and documents.

Strategic Use of Categories

• Well-defined global categories (configured in Settings) significantly improve Sky AI's initial document sorting accuracy. Think of these as broad buckets for organizing your information. Detailed descriptions for each category further enhance AI efficiency.
• Use in-context category creation/adjustment within "Launch Sky" when you need to refine categories based on the specific content of a document. This allows for more granular organization.

Leveraging Versions

• Designate the "Master" version of a document as the single source of truth.
• Create working copies for reviews, "what-if" analysis, or for incorporating external feedback without altering the original document.

Interaction Techniques

Crafting Chat Prompts

For detailed guidance, consider reviewing Advanced Chat Strategies. Key principles include:

• Favoring specific questions over broad inquiries.
• Using relevant keywords to focus the AI's search.

Reviewing AI Outputs

• Quickly verify information presented in Case Notes and Snapshots against the content displayed in the DocViewer.
• Use the Chat interface to request clarification or to identify the source documents used to generate specific insights.

Optimization Tips

Data Input Quality

For detailed guidance, consider reviewing best practices for Optimizing Document Uploads. Remember:

• The quality of scanned documents directly impacts OCR accuracy and, consequently, Sky AI's understanding of the content.

When to Re-process a Document

If you've made significant changes to a document (e.g., corrected errors, added substantial content), re-processing it will ensure Sky AI incorporates those changes into its analysis.

Stay Updated

Regularly check the Help Scout Beacon for new tips and updates!