Navigating Sky AI: A Quick Tour

This guide provides a quick overview of the Sky AI application, helping you understand its main sections and how to navigate between them.

Logging In and the Cases Dashboard

After logging in, you'll be directed to the Cases Dashboard.

Overview of the Cases Dashboard

The Cases Dashboard is your central hub for managing all your cases within Sky AI.

Creating a New Case

To create a new case, follow the instructions in [How to Create a New Case?](link to existing article).

Opening an Existing Case: Accessing the Document List View

Clicking on a case from the Cases Dashboard opens the Document List View, displaying all documents associated with that case.

Introducing "Launch Sky": Your Primary Document Analysis Workspace

From the Document List View, selecting a document and clicking "Launch Sky" opens the primary document analysis workspace.

Quick Tour of the "Launch Sky" Three-Panel Layout:

The "Launch Sky" interface is divided into three main panels:

DocList (Categorized Documents - Left Panel): This panel displays a list of documents, sorted by categories defined within Sky AI (e.g., AB Forms).
DocViewer (Document Content - Center Panel): This panel displays the content of the selected document.
AI Insights Sidebar (Case Notes, Snapshot, Chat - Right Panel): This panel provides AI-powered insights, including Case Notes, a Snapshot of key information, and a Chat interface for interacting with the AI.

Accessing Account Settings & Preferences

Account settings, including options to update your profile information and change the language, can be accessed through the user icon, typically found in the header.

Using Global Search (Cmd/Ctrl+K) for Quick Navigation

Use the global search function (accessed by pressing Cmd/Ctrl+K) to quickly navigate to specific cases, documents, or settings within Sky AI.