Open Ai - Integration

These documents outline OpenAI's guidelines and policies regarding the use of their services and the handling of user data.

OpenAI's Terms of Use: https://openai.com/policies/terms-of-use

OpenAI's Privacy Policy: https://openai.com/policies/privacy-policy

Additionally, OpenAI has provided information on how data is used to improve model performance. You may find this information valuable in understanding how your data is utilized within the context of OpenAI's services:

How Your Data Is Used to Improve Model Performance: OpenAI has detailed insights on this topic, available here: 

https://help.openai.com/en/articles/5722486-how-your-data-is-used-to-improve-model-performance

We encourage you to review these documents thoroughly to ensure compliance and understanding of the terms and policies governing the use of OpenAI's services. If you have any questions or require further assistance, please do not hesitate to reach out to us.

We are committed to protecting your data and maintaining transparency in how we use third-party services, including OpenAI.

We want to inform you that data sharing with OpenAI is currently disabled across our platform. This means:

• Model feedback, such as chat ratings or comments, is not shared with OpenAI.
• Evaluation and fine-tuning data, including prompts and completions, are not shared.
• Inputs and outputs from any interactions with OpenAI's models are not used to train or improve their models.

Your data privacy and security remain a top priority. We continuously review these settings to ensure they align with our policies and your expectations.

If we make any changes to these settings in the future, you will be notified in advance.

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About the feature:

Feature Description: 
 

This feature allows you to generate AI-based reports for clients based on case updates, enhancing your efficiency and communication capabilities. To use this, first enable the client reporting for any case for which to share the updates with the client. From the case view, click the toggle button.

Once enabled, it will ask to select the default email id, if you cannot see any email in the drop down,

 go to the client view and under contact section, add the emails.

Once  it is enabled, whenever there is a new update in this case, the responsible lawyer for this case will see a new task in the "Reporting for Client" section of task management.

Click to open and it will show all the pending reports due to be sent.

Beta Testing Status: 
 

This feature is currently in beta phase. You can create free reports up to a certain number which can change in future.

Enabling the feature

To Enable the feature, contact us at support@codengines.com

Once the AI-powered Smart Response feature is enabled in your account, you will notice a new button labeled "Draft a Smart Response" within the client reporting section, as depicted in the attached screenshot. 

Generating Smart Responses

When you click on the "Draft a Smart Response" button, the AI analyzes the case updates associated with the selected case and generates a relevant and contextual response automatically. This response is crafted based on the information available, ensuring accuracy and timeliness in your communication. 

After the smart response is generated, you have the option to review it within the application interface. You can make any necessary edits or adjustments to ensure the response meets your requirements and aligns with your communication style. 

Once you are satisfied with the smart response, simply click on the "Copy Text" button within the application. This action seamlessly transfers the generated response to the designated report section, where you can further customize and send it as required.