First-Time Orientation
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A walkthrough of what you see the first time you open Claira, how the interface is organized, and how to verify quality before scaling up.
First-Time Orientation
This page walks you through your very first session with Claira. By the end, you will know where everything is, how to run a single scan, and how to confirm quality before scaling to thousands of documents.
After case activation, the first interactive screen is Agent Mode. Start by sending a message or using the highlighted starter prompt:
Tell me everything that Claira can help me do in this case.
Opening Claira
To reach Claira, navigate to your case workspace and select the Claira pane from the workspace layout.
If you do not see a Claira pane, your workspace may not include it yet. Ask your case admin to add Claira to a workspace layout, or check the Checking Installation guide.
The language Claira opens in
Claira opens in the language your region uses by default. On the German address, that is German, whatever language your browser is set to; in Canada and Australia, Claira follows your browser's language.
You are never stuck with it. Choose English, Français, or Deutsch from the Language dropdown under Your settings in Settings and Claira stays in your choice: the interface, the AI's answers, and your notification emails. Your choice is saved to your account, so it follows you to your next browser or device.
Your language and where your data lives are separate choices: every region offers all three languages, and switching language never moves your data.
How wide the Claira pane needs to be
Claira works in a pane as narrow as 320 pixels. As the pane narrows, buttons stack and long names are shortened, and nothing scrolls sideways. Below 320 pixels, Claira covers the pane with the message Please expand the Claira window. Drag the edge of the pane to make it wider, and Claira comes back exactly where you left it.
What you see when Claira opens
The Claira interface sits alongside your other Nuix Discover panes. A typical workspace looks like this:
Inside the Claira pane, use the top-right Modes menu (hamburger icon) to switch views. Only one mode is shown at a time:
Settings mode
This is where you connect Nuix fields to Claira and configure your model, your language, and the settings your team shares. Settings is split into two groups, and a badge beside each group's heading says who it affects:
- Your settings (only you, in this case): Model settings, where you choose the model and tune how it answers, then Language and Celebrations, which both apply to all your cases.
- Team settings (shared with everyone in this case): Connected fields, Background processing, Manage plan, Email preferences, Case details, and Danger zone.
On a Claira Private case, Your settings shows Your model in place of Model settings, and Team settings shows Shared connection, the case's model connection, in place of Background processing.
Click a section's title to open or close it. The first time you open Settings, only Connected fields is open; after that, Claira remembers which sections you opened or closed in this browser. A closed section still shows a short summary, such as the model in use, how many fields are connected, or whether overages are on, and Manage plan keeps your current plan and its Upgrade button visible even while it is closed.
Open Case details to review the case identifiers and the active document (including whether extracted text is available for the current document).
When another part of Claira sends you to Settings, for example Change model on a message about a busy model or Open plan manager when a scan needs more capacity, the section you need opens and scrolls into view.
Celebrations
When a scan, an Insight or a migration finishes cleanly, Claira marks the moment with a small check, a short friendly line and, now and then, a milestone such as Your 10th Insight. or This case just passed 10,000 documents coded. Each one plays once, takes less than a second and never covers your document. A run with failures is not celebrated: Claira shows what went wrong instead. If your computer is set to reduce motion, the check and the line appear without animation.
To turn them off, open Settings, go to Your settings and switch off Celebrations. The choice applies to all your cases. Your results, counts and notifications still show; only the animations, the friendly lines and the milestones are hidden.
Prompt area
This is where you write your instructions to the AI. You can save multiple prompts and switch between them depending on the review task.
Results area
After you run a scan, the AI's response appears here. This is also where you can review output quality before committing to a bulk run.
Bulk Scanning area
This section lets you select a set of documents and run the same prompt across all of them. You will use this once you are confident in your prompt.
Running your first single scan
- Make sure a document is open in your Document Viewer.
- In the Claira pane, write a short prompt in the Prompt area -- for example, "Summarize this document in one sentence."
- Click Scan Document.
- Read the AI's response in the Results area.
That is all it takes. You have just run your first scan.
Verifying quality before scaling up
Before you run a bulk scan across hundreds or thousands of documents, take a few minutes to test your prompt on a small sample. This step saves time and avoids filling a field with unhelpful results.
How to verify
- Pick 10 to 25 documents that represent the variety in your dataset -- include some that are clearly relevant, some that are clearly not, and a few edge cases.
- Run your prompt on each one using Scan Document.
- Review every response. Ask yourself:
- Does the AI understand what I am asking?
- Are the answers consistent across similar documents?
- Are edge cases handled reasonably?
When to adjust
- Responses are too vague: Add detail to your prompt. Instead of "Is this relevant?", try "Is this document relevant to the breach of contract claim between Acme Corp and Beta Inc?"
- Responses are inconsistent: Check whether the documents have enough extracted text for the AI to work with. Very short or garbled text can lead to unreliable results.
- Responses are good: You are ready to move to a bulk scan.
Next steps
Once you are confident in your prompt and results, head to the Bulk Scan guide to process documents at scale.
Need help? Contact us at support@claira.to.
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Continue reading
Case Activation
How to activate Claira on a case, select a plan tier, and choose a payment method.
What Claira can do for your review
A workflow-oriented overview of Claira in Nuix Discover: prompts, single and bulk scans, Multi-Code, media scans (image / audio / video), Insights and Insight templates, Early case assessment, Agent Mode, Case Context, search term families, Field Migration and Claira Private.
Need more help?
Contact our support team at support@claira.to — we are here to help.