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Carelane incorporates AI capabilities to accelerate study setup, provide intelligent assistance, and streamline workflows.

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AI Features Overview

AI Study Wizard

Create studies from protocol documents.

Conversational AI

The AI Agent side panel — multi-model chat with automatic study context.

AI Pathway Builder

Inline AI suggestions for pathway outlines, section detail, and questionnaire edits.

Source Data Capture

Suggest CRF field values from uploaded source documents.

Request Orchestration

AI-powered task automation.

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How AI Helps

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AI Study Wizard

Create studies faster by uploading your protocol:
1

Upload Protocol

Provide your study protocol document.
2

AI Extraction

AI analyzes and extracts study structure.
3

Review

Review and refine extracted information.
4

Create Study

Generate study configuration.
See AI Study Wizard for details.

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Conversational AI

Get help through natural conversation:
  • Ask questions about Carelane features
  • Get guidance on study setup
  • Troubleshoot issues
  • Navigate to relevant areas
See Conversational AI for details.

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Technology

Carelane’s AI features are powered by:
  • Google Vertex AI: Foundation model orchestration
  • Claude Sonnet 4.6 & Opus 4.8 (Anthropic, via Vertex)
  • Gemini 3.5 Flash (Google, via Vertex)
  • Context Artifacts: Study metadata, documents, and the active artifact are attached automatically
All model calls route through Carelane’s backend, are written to the study audit trail (with model, token counts, and duration), and are processed under our Private Mode contract — inputs are discarded after use and never used to train models.

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Data Privacy

AI features are designed with privacy in mind:
AI features work with the information you provide. Be mindful of what information you share in AI conversations.

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Availability

AI features may be:
  • Enabled per organization
  • Available for specific roles
  • Subject to usage limits
Check with your administrator for availability.

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Best Practices

Provide clear, complete information for better AI results.
Always review AI-generated content before use.
Refine AI suggestions rather than accepting blindly.
Leverage context artifacts for study-specific assistance.