Version: 1.0.0-beta
AI features are not available
- Check that an AI model is configured in Administration → AI Models
- Verify the model connection test passes
- Ensure your role has
ai:suggest permission (Auditor, Manager, CAE)
AI responses are slow
- Large documents take longer to process
- Check the AI model provider status
- For Ollama: ensure the local server has sufficient resources
- Try a smaller/faster model for routine tasks
AI generates inaccurate content
- Provide more context (scope, objectives, detailed findings)
- Be more specific in your prompts
- Check the confidence score — low scores indicate uncertainty
- Try regenerating with additional context
- Consider switching to a more capable model
AI can't find historical data
- RAG indexing may be in progress — check with admin
- Ensure historical engagements are indexed (background worker must be running)
- Verify you have permission to access the historical data
- Navigate to Administration → AI Models
- Add at least one model (Ollama for on-prem, or Gemini/OpenAI for cloud)
- Test the connection
- Set the model as active
AI suggestion shows "Low Confidence"
- This indicates the AI is uncertain about its output
- Provide additional context and try again
- Consider whether the task is too ambiguous for AI
- Use the suggestion as a starting point but expect significant manual editing
Evidence summarization fails
- Check the file format is supported
- Ensure the file is not corrupted
- Large files may hit token limits — try summarizing specific pages
- Scanned PDFs require OCR which may be unavailable offline