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Use guideline AI and DocTak AI sessions

Choose the right AI surface for the job and keep your conversation history organized.

Overview

Guideline AI is for guideline-centered workflows; DocTak AI is broader. Using the right surface helps you ask better questions and get more useful responses.

How to use this feature

  1. Use guideline AI when the question is tied to a specific recommendation set, comparison, or implementation plan.
  2. Use DocTak AI when the task is wider, such as drafting, brainstorming, or structured professional reasoning.
  3. Rename sessions once the direction is clear so you can return later without guessing what each thread contains.
  4. Use feedback actions when you want to improve future AI responses or flag problems.

Practical tips

  • lightbulb A narrow prompt usually beats a vague one, especially for clinical interpretation.
  • lightbulb Keep region, patient context, and intended output visible in your question.
  • lightbulb Delete or clear stale sessions when they no longer help your workflow.