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The Conversational AI assistant provides intelligent help through natural language conversation, helping you navigate Carelane and accomplish tasks.

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What It Does

The AI assistant can:
CapabilityExamples
Answer Questions”How do I add a participant?”
Provide Guidance”What’s the best way to set up site registration?”
Explain Features”What are the different export types?”
Navigate”Take me to study settings”
Troubleshoot”Why can’t I submit this form?”

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Accessing the Assistant

The AI assistant is available through:
  • Chat interface in the application
  • Context-sensitive help
  • Floating assistant button
1

Open Assistant

Click the AI assistant button or icon.
2

Ask Question

Type your question or request.
3

Review Response

Read the assistant’s response.
4

Follow Up

Ask follow-up questions as needed.

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Effective Conversations

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Asking Good Questions

GoodLess Effective
”How do I create a questionnaire with conditional logic?""Questionnaire"
"What permissions does a CRC have?""Roles"
"Why is this participant showing as Candidate?""Status”

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Conversation Tips

Include context and details in your questions.
Focus on one question before moving to another.
Ask follow-up questions to get more details.
Tell the assistant what you’re trying to accomplish.

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Context Artifacts

The AI can work with study-specific information:

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What Are Context Artifacts?

Artifacts are documents or information the AI can reference:
  • Study protocols
  • Questionnaire definitions
  • Configuration details

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Using Artifacts

1

Select Artifacts

Choose which artifacts to include in the conversation.
2

Ask Questions

Ask questions that reference the artifact content.
3

Get Contextual Answers

Receive answers specific to your documents.
Including relevant artifacts helps the AI give more accurate, study-specific answers.

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Prompt Library

Access pre-built prompts for common tasks:
CategoryExamples
Study Setup”Help me configure site registration”
Data Collection”How to design an AE questionnaire”
Troubleshooting”Common query resolution issues”

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Using Prompts

1

Browse Prompts

View available prompts by category.
2

Select Prompt

Choose a relevant prompt.
3

Customize

Modify the prompt for your specific situation.
4

Submit

Send the prompt to the assistant.

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Limitations

The AI assistant:
  • Cannot make changes on your behalf
  • May not have the latest information
  • Cannot access data without permission
  • Provides guidance, not authoritative answers
Always verify important information. The AI provides guidance but may not be 100% accurate.

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Privacy

Conversations with the AI:
  • Are processed securely
  • Are not stored long-term
  • Should not contain sensitive PHI
  • Are subject to your organization’s policies

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Best Practices

Begin with straightforward questions before complex ones.
Provide context about what you’re trying to do.
Double-check critical information independently.
Let us know if responses are helpful or need improvement.

AI Features

Overview of AI capabilities.

Request Orchestration

AI-powered task automation.