> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Features

> AI-powered capabilities for clinical research

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

## AI Features Overview

<CardGroup cols={2}>
  <Card title="AI Study Wizard" icon="wand-magic-sparkles" href="/ai-features/ai-study-wizard">
    Create studies from protocol documents.
  </Card>

  <Card title="Conversational AI" icon="comments" href="/ai-features/conversational-ai">
    The AI Agent side panel — multi-model chat with automatic study context.
  </Card>

  <Card title="AI Pathway Builder" icon="route" href="/ai-features/ai-pathway-builder">
    Inline AI suggestions for pathway outlines, section detail, and questionnaire edits.
  </Card>

  <Card title="Request Orchestration" icon="gear" href="/ai-features/request-orchestration">
    AI-powered task automation.
  </Card>
</CardGroup>

## How AI Helps

| Capability                 | Benefit                                      |
| -------------------------- | -------------------------------------------- |
| **Protocol Extraction**    | Automatically structure study from documents |
| **Intelligent Assistance** | Answer questions and provide guidance        |
| **Task Automation**        | Streamline repetitive operations             |
| **Context Understanding**  | Work with study-specific information         |

## AI Study Wizard

Create studies faster by uploading your protocol:

<Steps>
  <Step title="Upload Protocol">
    Provide your study protocol document.
  </Step>

  <Step title="AI Extraction">
    AI analyzes and extracts study structure.
  </Step>

  <Step title="Review">
    Review and refine extracted information.
  </Step>

  <Step title="Create Study">
    Generate study configuration.
  </Step>
</Steps>

See [AI Study Wizard](/ai-features/ai-study-wizard) for details.

## 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](/ai-features/conversational-ai) for details.

## 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.

## Data Privacy

AI features are designed with privacy in mind:

| Concern             | How It's Addressed                    |
| ------------------- | ------------------------------------- |
| **Data Processing** | Processing within secure environment  |
| **Storage**         | No long-term storage of conversations |
| **PHI**             | Sensitive data handling protocols     |

<Note>
  AI features work with the information you provide. Be mindful of what information you share in AI conversations.
</Note>

## Availability

AI features may be:

* Enabled per organization
* Available for specific roles
* Subject to usage limits

Check with your administrator for availability.

## Best Practices

<AccordionGroup>
  <Accordion title="Clear Input">
    Provide clear, complete information for better AI results.
  </Accordion>

  <Accordion title="Review Output">
    Always review AI-generated content before use.
  </Accordion>

  <Accordion title="Iterate">
    Refine AI suggestions rather than accepting blindly.
  </Accordion>

  <Accordion title="Use Context">
    Leverage context artifacts for study-specific assistance.
  </Accordion>
</AccordionGroup>