Agent Mode

Use Agent Mode when you need secure, general-purpose AI assistance inside Claira that is not tied to document coding templates.

What it does

• Creates persistent conversation threads per user and per case (on Pro and above you can keep more threads; Starter includes up to 10 saved threads per user and case - delete threads to free space, or upgrade for higher limits and larger daily refills).
• Lets you reopen previous threads and continue where you left off when your plan allows more than one thread.
• Streams answers in real time from the configured model.
• Shows conversation history in a dedicated left sidebar for quick thread switching.
• Renders assistant responses with rich formatting (headings, lists, links, and code blocks).
• Gives the assistant read access (for the active case) to bulk scan task history, saved prompt history, and billing/plan summaries so it can explain status accurately.
• Field context (system only): Claira keeps an internal running log of how each connected Nuix field was used in bulk scan runs (which task, what role, who started it). This is not shown in field settings; the assistant can read it through tools to suggest the right field for a workflow.
• When Case Context is in draft (not approved), the assistant can merge updates into structured Case Context after you confirm in conversation.
• May offer View plans / Upgrade when you ask about capacity or hit plan limits, opening the same upgrade flow as elsewhere in Claira.
• May show a structured question card with tappable options when a fast clarification is needed before continuing (including Skip and Something else when applicable).
• Can format a ready-to-paste AI Review system prompt; use Insert into AI Review when that control appears.
• Can start a chat-native bulk scan after explicit confirmations (run intent, exact prompt, and document set confirmation).

Single vs bulk behavior

• Single question flow (explicit-only): if you explicitly reference the current document (for example, "does this document relate to X?"), Agent Mode can use active-document extracted text to answer. For general questions, it ignores active-document text.
• Bulk flow (strict): before any chat-started bulk scan, Agent Mode confirms:
  • that you want to run a bulk scan,
  • how the prompt is produced (basic prompt, generated prompt, or custom prompt text),
  • for generated prompts, a dedicated approval to generate/refine prompt text before generation runs,
  • the exact prompt text it will run (for non-trivial requests, Agent Mode can reuse Claira Prompt Generator before confirmation),
  • the document scope (including the exact active selection count from your current selection).
• The in-chat Bulk scan proposal card is a single form: a prompt text box (with Save and Quickstart to open the same prompt and template experience used elsewhere in Claira), the current document selection, a destination field dropdown (connected fields), and only Cancel and Approve and Start at the bottom. Quickstart is the supported way to generate a prompt or pick a template; scope is the active selection (not all case documents) until a future update adds that option.
• After Approve and Start, that bulk scan proposal card becomes read-only and tells you that the bulk scan started and points you to Bulk Tasks for progress and outcomes.
• Bulk start is only executed after these confirmations are captured in structured confirmation cards and validated through a one-time confirmation token step.
• Once run intent and prompt text are approved, Agent Mode keeps those approvals and does not ask for them again unless you change them.
• Run intent is captured from a structured confirmation card and must reference that explicit confirmation before queueing.
• For document scope confirmation, Agent Mode shows only:
  • "Run on the current selection (N documents)."
  • "Run on all documents in the database."
  • "Something else."
• If you choose "Something else", Agent Mode pauses for reselection and then asks only for document scope again before starting.
• Option picks and typed custom answers are treated equivalently when they represent the same approval decision.
• During an active chat-started bulk scan, an inline status card appears in chat with live progress and a shortcut to Bulk Tasks.
• If the page refreshes or your connection drops temporarily, open Bulk Tasks (or wait in Agent Mode) to re-sync active task status from saved bulk task history.
• If Agent Mode detects an in-progress task after refresh/reconnect, it posts a recovery hint in chat pointing you to Bulk Tasks.
• If a retry submits the same confirmation token, Agent Mode reports that the run was already started and reuses the same request ID (no duplicate run is queued).
• If generated prompt text was produced without approved Case Context, Agent Mode explicitly tells you before asking for prompt approval.
• Multi-code runs are still launched from the main Claira UI.

Knowledge and privacy

• Agent Mode can answer general-knowledge questions (for example definitions, history, and arts) using the model's built-in knowledge.
• For Claira-specific product facts, status, plans, and workflows, answers are grounded in Claira's shipped help content and first-party tools (billing, history, bulk scan and field context, Case Context).
• Replies are typically conversational first (a direct answer). For product topics, the assistant may add a short Learn more line with help links that come from shipped documentation (it does not browse the web for new pages).
• When a request matches something the assistant can run in chat (for example setting up a bulk scan), it may offer the next step in text and can show a subtle in-chat hint alongside the streamed reply.
• Live web search (including Google Search grounding) is not used for Agent Mode, so responses about recent events may be out of date. See Agent Mode limitations for why and how to work around it.

Plan and token usage

• Agent Mode is available on Starter and higher; Starter allows up to 10 active threads per user per case (delete a thread to start another once you reach the cap, or upgrade to Pro for higher limits and multiple saved threads).
• Each message you send in Agent Mode consumes 1 token.
• If you hit the Starter thread limit or your plan blocks a capability, Claira prompts you to upgrade.
• If you run out of tokens, Claira recommends an upgrade path to continue.

Scope and privacy

• Threads are scoped to your active case.
• Only your own case-scoped threads are shown to you.
• Agent Mode availability is based on your case plan and token balance.

How to use it

1. Open the top-right Modes menu (hamburger icon), then select Agent Mode.
2. Click New chat to start a thread.
3. In an empty conversation, use a suggested prompt chip or type your own question.
4. Send your message from the composer docked at the bottom of the conversation panel.
5. Select any saved thread in the left sidebar to continue it later.

Conversation layout

• Left sidebar: thread history with active-thread highlighting and quick delete. When history is collapsed on tablet- or desktop-width layouts, open it from the rounded tab on the left edge (hover near the edge on tablet width until you pin it open; click on desktop widths).
• Main panel: centered empty state before the first message, then a scrolling transcript.
• Message alignment: your messages appear on the right, assistant responses on the left.
• Bottom composer: stays anchored to the bottom of the conversation panel for fast follow-ups.
• Disclaimer: small italic text under the composer reminds you that AI can make mistakes and to verify important information.

Tips

• Start each thread with a clear topic so the auto-generated title is meaningful.
• Suggested starter chips highlight what Agent Mode can do in this case (Claira capabilities overview, explain the open document, bulk scan task history). You can also ask general-knowledge questions, plus Case Context, plans, or turning notes into an AI Review prompt.
• Keep one thread per workstream (for example: billing questions, bulk task status, prompt history).
• Delete threads you no longer need to keep your list focused.

Limitations

Agent Mode deliberately does not replace Nuix search-and-select, live web research, or a queryable archive of every bulk-scan answer. For common “why can’t you…?” requests (running case searches for you, summarizing entire bulk outputs in chat, browsing arbitrary documents, or driving Nuix for you), see Agent Mode limitations—including suggested replies the assistant can use for consistency.