Getting Started With Sky AI Your First Case

A comprehensive guide for new users, walking them through logging in, understanding the dashboard, creating their first case, and uploading their initial documents.

Welcome to Sky AI!

This guide will help you navigate Sky AI and set up your first case. Let's get started!

Logging In

To begin, you'll need to log into Sky AI. For detailed instructions, see How to Log Into Sky AI?.

The Cases Dashboard: Your Central Hub

Once logged in, you'll arrive at the Cases Dashboard. This is where you'll manage all your cases.

• Understanding the columns: The dashboard displays key information about each case, including:
  • Name: The case name.
  • Status: The current status of the case (e.g., processing, complete).
  • Dates: Relevant dates associated with the case.
  • Claim #: The claim number, if applicable.
  • Creator: The user who created the case.
  • Other relevant columns.
• Interpreting Case Status icons: The status column uses icons to quickly show the state of a case. For example, a green circle with a white checkmark might indicate a completed case.

Creating Your First Case

Before uploading documents, you need to create a case. For step-by-step instructions, see How to Create a New Case?.

Uploading Your First Documents

Now that you have a case, it's time to upload your documents. See How to Upload Files and Manage Errors? for detailed instructions.

What Happens After Upload?

After uploading, Sky AI automatically processes your documents. This may take some time depending on the size and complexity of the files.

Next Steps: Launching Sky for analysis

Once the documents are processed, you can launch Sky to begin your analysis. Look for the blue "Launch Sky" button.