CORTO Chat offers a range of tools and functionalities that enhance productivity, streamline workflows, and improve overall case management.
In this article, you will find detailed explanations of key features, including how they can be utilized to optimize your daily operations. From advanced analytics and automation to intuitive user interfaces and integration capabilities, we aim to equip you with the knowledge needed to fully harness the power of CORTO AI.
Whether you are new to CORTO AI or looking to deepen your understanding of its capabilities, this guide will serve as a valuable resource for maximizing the platform's potential and achieving your objectives with greater ease.
CORTO Chat Features
1. New Chat:
New Chat: The "New Chat" feature allows you to initiate a fresh conversation in CORTO Chat. Click the "New Chat" button to get started. Next to this button is a down arrow that reveals two additional options:
About This Matter: Selecting this option opens a new CORTO Chat specifically focused on the selected Matter. This allows you to discuss or inquire about details related to that Matter.
About Document(s): Choosing this option lets you start a chat centered on a specific document or set of documents within the Matter. You will be prompted to search for and select the document(s) you wish to discuss, after which a chat dedicated to those documents will begin.
2. Chat History
The Chat History feature provides users with a convenient way to review and manage past conversations. This option allows users to access a complete record of previous chats, enabling them to revisit and continue discussions as needed.
Key functionalities of the Chat History feature include:
Review Past Conversations: Users can browse through a chronological list of past interactions, making it easy to find and reference important information or context from previous discussions.
Continue Conversations: By selecting a specific chat from the history, users can seamlessly resume conversations where they left off. This ensures continuity and coherence in ongoing dialogues, enhancing communication efficiency.
Search and Filter: Users can search for specific keywords or filter chat history by date or participants, facilitating quick access to relevant discussions.
Organize and Manage: Users can organize their chat history for better management, such as marking important chats, deleting outdated conversations, or categorizing discussions by topic.
This feature is designed to improve user experience by providing easy access to historical data, thereby supporting better decision-making and more effective follow-ups.
3. Matter search
The Matter search feature is conveniently located at the top right of the chat interface. It enables users to quickly search for specific matters by typing relevant keywords or names into the search bar. This feature allows you to easily open a new chat related to the selected matter or connect to existing chat histories. It streamlines the process of finding and accessing relevant discussions, making it simpler to manage and review past and ongoing conversations.
4. Matter List Sort
The Matter List Sort feature is located at the top right of the Matter List section, allowing users to easily organize and customize their matter list according to their preferences.
A. Sort: Users can sort their matter list based on the following criteria:
i. Matter Name: Arrange matters alphabetically by name.
ii. Date Added: Sort matters based on when they were added, helping you quickly identify recent additions.
iii. Ascending: View matters in ascending order, from A to Z or from oldest to newest.
iv. Descending: View matters in descending order, from Z to A or from newest to oldest.
B. View: Users can customize their display options for the matter list:
i. Condensed View: This option allows for a more compact display of matters, making it easier to scan through the list.
ii. Show Hidden: Toggle this option to reveal any hidden matters that may not be visible in the standard view, ensuring you have access to all relevant information.
5. Chat Window Extension and Collapsing
This feature is located at the top right side of both the Matter list and the chat history sections. It allows users to customize their view by extending or collapsing the chat window as needed. By clicking the appropriate icon, you can expand the chat window to gain a larger view of the content or collapse it to minimize space and focus on other tasks. This functionality enhances user experience by providing greater flexibility and control over the chat interface, accommodating different workflows and screen sizes.
6. Suggestion Questions
The Suggestion Questions feature is conveniently located at the top right of the chat prompt. This functionality leverages the advanced capabilities of CORTO Chat to enhance the relevance and continuity of user interactions.
Key aspects of the Suggestion Questions feature include:
Contextual Relevance: The suggestion questions are tailored specifically to the current chat topic, utilizing CORTO Chat’s comprehensive understanding of the conversation. This ensures that the questions are highly relevant and align with the ongoing discussion.
Case-Sensitivity: The questions are case-sensitive, meaning they are designed to adapt to the specific context and nuances of the client's inquiry. This sensitivity helps in providing more accurate and contextually appropriate suggestions.
Enhanced Chat Continuity: By offering relevant questions based on the current chat topic, this feature facilitates a more coherent and meaningful conversation flow. Users can seamlessly transition between topics or delve deeper into the subject matter with guided prompts.
Visibility and Access: Positioned prominently at the top right of the chat prompt, suggestion questions are easily accessible, allowing users to quickly engage with relevant queries and continue the conversation effectively.
Overall, the Suggestion Questions feature is designed to optimize user engagement and streamline interactions by providing intelligent, context-aware prompts that enhance the overall chat experience.
7. Regenerate the Answer
The Regenerate the Answer feature allows users to refresh or modify the response they receive by simply clicking the "regenerate" icon located at the bottom left side of the answer.
Key features include:
Instant Updates: Clicking the icon triggers an immediate request for a new response, providing an alternative answer or clarification based on the same input.
Enhanced Accuracy: This feature can be used to refine answers if the initial response is unclear, incomplete, or if a different perspective is needed.
User Control: Users have control over their interaction by allowing them to regenerate answers as often as needed, ensuring they receive the most relevant and satisfactory information.
Easy Access: The regenerate icon is positioned at the bottom left side of the answer for quick and convenient access, making it simple to refresh responses without disrupting the flow of the conversation.
Overall, the Regenerate the Answer feature enhances user experience by offering a way to quickly obtain revised or additional information, ensuring that users can get the most accurate and helpful responses to their queries.
8. Copy the Answer
To copy the generated answer for use in other documents or communications, click the "Copy" icon located at the bottom left side of the answer. This action will automatically copy the text to your clipboard, allowing you to easily paste it into any application or document where you need it.
9. Like Your Answer
To express approval or indicate that you found the generated answer helpful, click the "thumbs up" icon located at the bottom left side of the answer. This action will register your positive feedback and help the system understand which responses are most useful to users. Your feedback can contribute to improving the accuracy and relevance of future answers.
10. Provide Your Feedback
To offer your thoughts or suggestions about the generated answer, click the "thumbs down" icon located at the bottom right side of the answer. This action allows you to provide constructive feedback or indicate any issues with the response. Your input helps improve the quality and accuracy of future answers by highlighting areas for enhancement or correction.