enaio® lumee

enaio® 11.10

enaio® lumee works together with enaio® client, enaio® webclient , and enaio® webclient as a desktop application. This does not apply to enaio® mobile or to mobile devices such as tablets and smartphones, however.

You can use the optional dashlet enaio® lumee to leverage artificial intelligence to search, evaluate, and summarize documents, index data, and basic data. enaio® lumee is integrated in the content preview of enaio® client, enaio® webclient, and enaio® webclient as a desktop application as a dashlet. Clicking the enaio® lumee icon in the content preview of the respective client will open the dashlet.

The enaio® lumee icon can be modified by your administrator.

You can ask your questions in the form of sentences and explore the answers in greater depth with the help of a dialogue. When answering further questions, enaio® lumee includes the answers from the previous chat thread. The query can include both the entire database of enaio®, provided you have access to the corresponding objects and these have been configured for this, as well as only selected objects. In this case, select the relevant objects in an object list, such as documents in a hit list or at a location. The answers list the objects with a relevance value that were used as a basis for answering the questions.

enaio® lumee can also be configured by your administrator to disable the use of the indexed vector database. enaio® lumee then supports only context-related prompts. This means that only the content of the selected objects is evaluated. An analysis of the entire data set is then not possible.

Documents stored in the tray (enaio® client), internal tray (enaio® webclient), or the recycle bin are not analyzed by enaio® lumee.

Dashlet Functions

Icon	Name	Comment
Header
	Chat thread	Lists the last ten chat threads in a drop-down list. When you click a chat history entry, it appears again in the chat area. Chat histories are stored only temporarily. Only as long as the enaio® lumee service is running. Your administrator decides when the microservice is restarted. Actions menu Shows the functions for managing the selected chat thread in a drop-down menu. Delete Deletes the selected chat thread. Deleted chat histories cannot be restored.
	Model selection	Provides various AI models in a drop-down list. Your administrator decides which AI models are offered. If only one model is configured, or if your administrator has disabled the use of the indexed vector database, the selection list will not be displayed.
	Chat actions menu	Lists editing features for the chat displayed in the chat area in a drop-down menu. Download Copies the entire chat shown to the Windows clipboard as rich text, which can be downloaded as a PDF via an actions menu. In addition to the questions and answers, the downloaded data includes the model used, the source documents referenced for the answer (including a URL to open the documents in the enaio® webclient preview), and any filters that were applied. Copy Copies the entire chat shown to the Windows clipboard as rich text, which can then be pasted into any text application using Ctrl+V. The questions and answers, chat IDs, source documents used for the response including their relevance scores, as well as any applied filter settings, are copied.
	Start a new chat	Starts a new chat. The previous chat is temporarily saved in Chat thread. The chat history can save up to ten chat threads.
	Settings menu	Provides functions for customizing the AI model. You need the appropriate rights to use the functions. The administrator can hide the menu. Prompt settings Clicking the Prompt settings button opens a menu with options for adjusting how the AI model responds. The following customization options are available: Personality Determines the tone and character of the responses. Action for an unknown response Determines how the AI system responds if no information is available. Prompt template This setting defines the structured format for AI-generated responses. Template for prompt rephrasing This setting determines how to respond if the original query does not return any results. Similarity threshold This setting defines how precisely a query should match saved responses (0–1). Maximum number of vectors This setting defines the maximum number of saved vectors for AI-generated responses. Temperature This setting controls the creativity of the responses. The higher the temperature, the more repeat responses differ from each other. The lowest value is 0.1 and the highest 1. Maximum number of tokens This setting controls the length of the response. The lowest value is 100 and the largest 10,000. Save your customizations by clicking Save. To exit the Prompt settings menu without saving your changes, click the Back icon or the Discard button. Chat settings Clicking the Chat settings button opens a menu with options for creating prompts and a list of all existing prompts. In this menu, users can configure their own prompts. Users with the system role Administrator: Configure entire system can also share the created prompts with all users. These prompts are marked with the icon 'This action is shared with all users'. enaio® lumee offers the following predefined prompts by default: Summarize This prompt can summarize documents and generate conclusions based on their content. The prompt button Summarize is only displayed when a document is selected. Compare This prompt compares the content of marked documents, highlights similarities and differences, and draws conclusions from the compared information. The prompt button Compare is displayed only when at least two and no more than five documents are selected. Users with the system role Administrator: Configure entire system can edit and save these predefined prompts and make them available as the default for all users. You can also create new prompts for all users. Users can create, edit, and delete their own prompts. In the Chat settings menu, the following prompt management functions are also available to you: Create prompts By clicking the 'Create new custom prompt button' icon, you open the prompt configuration menu, where you can create a new prompt button. Sort prompts By clicking the 'Rearrange' icon, you open a drag-and-drop area where you can arrange the created prompt buttons as you prefer. To sort the buttons, click the 'Drag to rearrange' icon and hold down the left mouse button, drag the selected button to the desired position, and then release the mouse button. Alternatively, arrow icons on the displayed buttons are available for sorting. Edit prompts Click the Edit icon to open the configuration menu for the selected prompt, where you can customize the prompt button. Prompts without an edit icon can only be modified by users with the system role Administrator: Configure entire system. Delete prompts By clicking the Delete icon, you can delete the selected prompt after an alert appears. Deleted prompts cannot be restored. Reset By clicking the Reset button, all user-created prompts will be permanently deleted after an alert, and any modified or deleted default prompts Compare and Summarize will be restored to their original configuration. You can find a detailed description of how to create, edit, or delete prompts under Creating, Editing, and Deleting Custom Prompts. To close the chat settings menu, click the Back icon in the dashlet header. Application settings Click the Application settings button to open the menu for language and design customizations. The following functions are available: Language Defines the language for the dashlet interface and which is used by enaio® lumee for communicating with the user. This setting does not affect the language settings of the client in which enaio® lumee is integrated. Design mode Defines the color schema for the dashlet. This setting does not affect the color or design settings of the client in which enaio® lumee is integrated. To close the application settings menu and save your changes, click the Back icon in the dashlet header. To exit the Settings menu, click the Close icon in the dashlet header.
Chat area
	Edit question	Opens the selected question in an editing field in which you can adjust or correct the question. This function is only available for the most recent question.
	Ask question again	Asks the selected question again so that enaio® lumee answers the question again, for example, after a change in text or model. This function is only available for the most recent question.
	Copy question/Copy response	The text of a question or response can be copied to the Windows clipboard by clicking the Copy question/response icon. Copies the text of the selected question or response to the Windows clipboard as rich text, which can then be pasted into any text application using Ctrl+V. This function is also available when new questions are asked or responses are given.
/	Rate response	Rates a response. The ratings are saved and shown again when the chat is called up again from the chat thread. The ratings have no influence on the rest of the chat thread.
	Relevant documents	Shows the documents used for the response including a relevance value in percent as a button. If you click one of these document buttons, the index data is displayed in the workspace of the client and the content of the linked document is shown in the content preview. This function is only used for context-free questions, that is, questions for which no documents have been selected for answering.
	Processing details	Shows how a query from enaio® lumee was interpreted and answered accordingly.
	Model display	Shows which AI model was used to answer a query. The AI models can be selected in the dashlet header.
Request area
	Use documents	Activating the checkbox will reduce a query to the search of objects previously selected in an object list (such as a hit list or at a location). If the Use documents checkbox is enabled, the previously marked objects appear in the footer of the dashlet. By clearing the selection, you can remove the displayed objects from the list. If folders or registers are selected and listed in the footer, only the index data of these objects is evaluated by enaio® lumee. The function is only displayed if your administrator has enabled the use of the vector database.
	Use filter	Enabling this checkbox displays a list of folder and register object types to choose from. Multiple object types can be selected. Selecting this option limits the search request to the chosen folder and register object types. The selected folder and register object types appear in responses, chat history, and when downloading. The function is only displayed if your administrator has enabled the use of the vector database.
/	Display custom prompts	These icons appear when there is not enough space to display default or custom prompts. All saved prompts are then displayed in a drop-down menu that appears above the input field in the request area.
	Open settings	This icon appears when the saved prompts are listed in the drop-down menu (see above). With one click of the icon, you can open the Chat settings menu and create or edit additional custom prompts.
	Default and custom prompts	Buttons provided by enaio® lumee as default prompts. Clicking one of these, or any additional buttons for custom prompts, sends the corresponding saved searches to the AI. The request text of the selected, saved prompt is displayed in the chat area of the dashlet.
	Send	Sends the request previously entered in the input field to the selected AI model. The transfer can also be carried out using the Enter button. After submission, the input field is cleared and the request appears in the chat area.

Creating, Editing, and Deleting Custom Prompts

Each dashlet user can create, edit, and delete their own prompts. These prompts are stored temporarily in the browser cache and will no longer be available after the cache is cleared, or when using a different browser or client.

To create prompts in enaio® lumee, follow these steps

Open enaio® lumee by clicking on the enaio® lumee icon in the content preview of your enaio® client.

The enaio® lumee icon can be modified by your administrator.

enaio® lumee is displayed in the content preview.
Click on the Settings icon in the dashlet.

The Settings menu opens.
Click on the Chat settings button in the Settings menu.

The Chat settings menu opens.
Click the 'Create new custom prompt button' icon in the Chat settings menu.

The Custom prompt buttons menu opens.
Enter a label for the prompt button to be created in the Button label field. The label will later appear as a prompt button in the request input field.

Then enter your text request for the AI in the prompt template field.

To narrow the request to a selection of specific documents, enable the checkbox Documents required. In the fields below the checkbox, you can specify the minimum and maximum number of documents to be considered.
Click the Save button to store your settings and create a custom prompt.

The Custom prompt buttons menu closes.

The new prompt appears in the list of saved prompts.

The new prompt appears in the request input field as a prompt button.

To edit prompts stored in enaio® lumee, follow these steps

Open enaio® lumee by clicking on the enaio® lumee icon in the content preview of your enaio® client.

The enaio® lumee icon can be modified by your administrator.

enaio® lumee is displayed in the content preview.
Click on the Settings icon in the dashlet.

The Settings menu opens.
Click on the Chat settings button in the Settings menu.

The Chat settings menu opens.
Click the Edit icon in the Chat settings menu.

The Custom prompt buttons menu opens.
Make the desired adjustments in the menu.
Click Save to save your changes.

The Custom prompt buttons menu closes.

Changes to the label, query text, or the number of required documents appear in the list of saved prompts.

The changes to the prompt button label appear in the request input field.

To delete prompts stored in enaio® lumee, follow these steps

Open enaio® lumee by clicking on the enaio® lumee icon in the content preview of your enaio® client.

The enaio® lumee icon can be modified by your administrator.

enaio® lumee is displayed in the content preview.
Click on the Settings icon in the dashlet.

The Settings menu opens.
Click on the Chat settings button in the Settings menu.

The Chat settings menu opens.
Click the Delete icon in the Chat settings menu.

An alert opens.
Click the Delete button.

The saved prompt is deleted and no longer appears in the list of saved prompts or in the request input field.

To sort prompts stored in enaio® lumee, follow these steps

Open enaio® lumee by clicking on the enaio® lumee icon in the content preview of your enaio® client.

The enaio® lumee icon can be modified by your administrator.

enaio® lumee is displayed in the content preview.
Click on the Settings icon in the dashlet.

The Settings menu opens.
Click on the Chat settings button in the Settings menu.

The Chat settings menu opens.
Click the 'Rearrange' icon in the Chat settings menu.

The available prompt buttons are grouped in a drag-and-drop area outlined with a blue dashed line.
Sort the buttons by clicking the 'Drag to rearrange' icon of the prompt whose position you want to change. Hold down the left mouse button and drag the selected button to the desired position. Release the mouse button.

Alternatively, arrow icons for sorting are also available on the displayed prompt buttons.

The prompt buttons are arranged according to your preferences.
Click the Close icon in the header of the Custom prompt settings menu when you have finished sorting the prompt buttons.

The drag-and-drop area outlined with a blue dashed line closes.

The prompt buttons in the Custom prompt settings menu are arranged in the desired order.

The prompt buttons in the request input field are arranged in the desired order.

To reset prompts stored in enaio® lumee, follow these steps

Open enaio® lumee by clicking on the enaio® lumee icon in the content preview of your enaio® client.

The enaio® lumee icon can be modified by your administrator.

enaio® lumee is displayed in the content preview.
Click on the Settings icon in the dashlet.

The Settings menu opens.
Click on the Chat settings button in the Settings menu.

The Chat settings menu opens.
Click the Reset button in the footer of the Custom prompt buttons menu.

By clicking the Reset button, all user-created prompts will be permanently deleted after an alert, and any modified or deleted default prompts Compare and Summarize will be restored to their original configuration.

An alert opens.
Click the Reset button in the alert.

All user-created prompts are permanently deleted and no longer appear in the menu Custom prompt buttons or in the request input field.

In the Custom prompt buttons menu, only the two default prompt buttons Compare and Summarize are displayed with their original configuration.

Only the two standard prompt buttons Compare and Summarize are now displayed in the query input field.

Please note that AI-generated responses may be incorrect. For this reason, check the responses using the referenced objects.