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Manage AI Settings (Administrators Only)

Nonto
Nonto
  • Updated

We have made it easier to manage information that users can see with Athennian AI and standardize the filing document output, with just a few clicks.

Overview

AI Settings allows Administrators to control what AI information, like cost and usage, is shared with users. It also standardizes document naming conventions and formats, as well as document descriptions and visibility when filing, for consistency. This approach is not only convenient because everything is managed in one place, but also efficient, requiring minimal manual effort.

Availability: Customers who have purchased the Athennian AI add-on. Reach out to your CSM if you're interested in this feature.

Important: The AI Settings section is only available to Administrators.

Access AI Settings

Access in Profile

  1. Navigate to your profile icon in the top right corner of the screen
  2. Select Settings from the dropdown menu
  3. Under the Application section, click on AI Settings on the left side

Access in AI Section

  1. Navigate to the AI section on the left-hand side of the screen
  2. Select the AI settings box available 

Set Centralize Preferences

Under Centralize Preferences, you can set several preferences for the AI Centralize feature.

Default document name

  • Choose the default document name that best suits your needs from the following options:
    • AI Suggested Format
    • Original File Name
    • Custom Format

Document name template

  • If you selected the Custom Format option for the Default document name, type the name format or select any or all of the Available Variables:
    • entity_name
    • effective_date
    • document_title
  • Tips:
    • Use variables to create dynamic names
    • Add separators like "-" or "_" between variables

Description field

  • Choose one of the available options to set your default description field preference:
    • Suggested description
    • Custom description field
    • Hide description field

Document visibility

Note: Admins will always see all documents that have been uploaded in Centralize.

  • Choose one of the available options to set your default document viability prefernece:
    • Restrict users to view only documents they have uploaded in Centralize
    • Allow users to see and work with documents uploaded by others. Users still won’t see documents from entities they can’t access.

Document after filing

  • Choose what happens to the documents uploaded in Centralize after they are filed
    • Keep documents after filing
    • Delete documents after filing
    • Let users choose if they want to keep or delete documents after filing

Show Credit Cost and Usage

Under Credit Cost and Usage, you can choose whether users should see the credit cost and usage within Athennian AI.

Select the options that apply to your preferences:

  • Show credit cost in Athennian AI to users and/or
  • Show credit usage in Athennian AI to users

Note: Administrators will always see credit cost and usage.

Apply Entity Exclusions

Under Entity Exclusions, you can choose to exclude entities from being reviewed and updated using AI.

  1. Click the Add Entities button on the right side
  2. On the Select Entity modal, a list of your existing entities will appear
  3. Select the entities you wish to exclude from AI access
    • Example: Selecting "Global Records Inc.", "James & Falcon Corp.", and "Explorer Productions LLC" will prevent AI from interacting with documents related to these entities
  4. You can use the Filters (by Status, Type, Sub Type, and Jurisdiction) to easily find and select entities and click Apply
  5. You can also Bulk Select and Remove entities from the exclusion list as needed

Video Instructions