Configure Archie Settings

Learn how to access Archie Settings to further customise your Archie experience in matters and leads.

Table of Contents

• Accessing Archie Settings
• List of Archie Settings
  • Show of AI model options
  • Ask follow-up questions for vague prompts 
  • Confirm file selection when asking about specific files in a prompt 
  • Use Advanced thinking for complex prompts 
  • Disable Advanced Text Extraction on PDFs 

Accessing Archie Settings

1.    Open a matter or lead either from the triConvey Desktop App or the triConvey Companion Site Web App. 

2.    Select the Archie tab. 

3.    Select Settings from the bottom-left corner of the screen.

List of Archie Settings

Show of AI model options

By default, Archie operates off a fixed LLM based off GPT-4o. Select the drop-down menu to choose another model to experiment with.

All models made available have passed our privacy and security review. They do not share, use, store or train on our users data. The following models are available:

Ask follow-up questions for vague prompts 

Enable this setting for Archie to start asking clarifying questions on prompts it considers vague. For example, if you ask "Draft an email to my client", it may respond with "Certainly, what exactly would you like to discuss with your client so I can draft the email?”.

Confirm file selection when asking about specific files in a prompt 

Enable this setting if you would like Archie to confirm the file or document you are referring to in your prompt. This will appear if you ask Archie a question about a document without specifying the document first.

Use Advanced thinking for complex prompts 

Enable this setting if you would like to see Archie's thought process listed out while it is generating a complex response. 

Archie will determine if a prompt/question is complex in nature, and whether it should look for more relevant information than normal, and whether it should go into a deeper analysis for a better response. 

Note that this will add to Archie's response time, but the end result should be more accurate.

Disable Advanced Text Extraction on PDFs 

When Archie is asked a question about a PDF, a check is done in the back end to ensure the text has been extracted successfully for that PDF before running the prompt. If not, it is run through an advanced extraction tool to ensure Archie has the best chance at a great response. 

The advanced text extraction process may take a considerable amount of time so the option is available to disable this from running.