AI Features: Overview

Note

This feature is available for customers with the AI module.

StoryVault turns your transcripts into more than just text to read. The AI features help you analyze content, recognize patterns, and analyze documents — without having to read through minutes for hours yourself.

Three Chat Types for Different Tasks

Chat type	Context	Typical use
Session Chat	Available transcript of a single session	Summary, tasks, decisions from one meeting
Project Chat	Accessible project content	Recognizing patterns across multiple meetings
Standalone Chat	No predefined context, with file upload	Analyzing documents, drafting text, general AI support

Automatic Summary

When automatic summaries are enabled for your project, StoryVault creates a summary on the session page after transcription. Use it as a starting point and check important claims against the transcript.

Tip

Practical Example in Senior Care: After every leadership round, a summary is automatically available. Participants who couldn’t attend get an overview in two minutes — instead of listening to 45 minutes of recording.

Analysis Templates

Your administration can set up predefined analysis templates — for example, “Tasks”, “Decisions”, or “Risks”. These appear as buttons in the session chat. One click starts the analysis automatically. Learn more at Analysis Templates.

How the AI Works in the Background

Session chat uses the available transcript; project chat uses accessible project content. Files and knowledge sources can add context. AI answers can still be incomplete or wrong: verify important claims against their sources and ask the assistant to identify missing information.

Some technical details worth knowing:

• Conversation history: The AI remembers the previous chat history. You can ask follow-up questions.
• Budget protection: Before every AI call, StoryVault checks the configured monthly budget. This keeps costs under control.
• Long conversations: For very long chat histories, StoryVault automatically trims older messages so the AI always works with the most current content.

When an answer takes longer

You can navigate away while a request is running. Reopen the same chat to see its status and answer; do not send the message again. Cancel ends the request where this is still possible. For a failed attempt, the chat offers Retry. Canceling does not undo usage already incurred.

For process changes, use the process’s AI chat. Model changes remain proposals until you review and accept them.

Getting Started in a Few Steps

1. Open a session with a completed transcript

   Navigate to a completed session.

2. Click the AI Chat tab

   Below the transcript, you’ll find the “AI Chat” tab.

3. Ask a question or click a template

   Type a question or use one of the predefined analysis templates.

Typical Use Cases in Social Services

Area	Example
Care	Analyze quality circles: What measures were discussed? What remains open?
Youth Services	Summarize case conferences: What agreements were made?
Disability Support	Analyze supervisions: What topics came up repeatedly?
Administration	Document leadership rounds: Decisions and tasks at a glance

Further Reading

• Session Chat — AI analysis of individual sessions
• Project Chat — Recognizing patterns across multiple sessions
• Standalone Chat — Personal AI assistant with file upload
• Analysis Templates — Using predefined analyses
• Knowledge Store — Connect AI with your own knowledge base

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This page corresponds to the onboarding video “Module 4 — AI Features”.