What is Analyst?

1. Accessing Analyst

1. Log in to the TRULEO platform.

2. In the top navigation bar, select Analyst.

3. Once opened, the Analyst workspace displays:

   • A Cases panel on the left

   • A Case Files / Format / Enhanced Editor panel in the center

   • The Analyst Chat panel on the right

This layout allows you to upload materials, ask questions, and build reports all within one workspace.

2. Creating a New Case

1. Click + New Case in the upper-left corner of the Analyst workspace.

2. Enter a descriptive case name (e.g., “Case 09-30-25 Traffic Stop” or “Simpson Example Case”).

3. The case will now appear in your left-hand Cases list.

Purpose:
A case acts as a container for all relevant files, notes, chat conversations, and generated reports.

3. Uploading Case Files

1. Select your case from the Cases list.

2. Click the Case Files tab.

3. Select Upload Files.

4. Add any relevant materials, such as:

   • Reports and written statements

   • Audio/video files (interviews, BWC footage)

   • Images or photos

   • Transcripts or supplemental documents

5. Wait for Analyst to process the files (this happens automatically).

What this enables:
Analyst indexes these materials so it can search, summarize, and reference them during report generation or Q&A.

4. Chatting With Analyst About the Case

Use the right-side Analyst Chat panel to interact with the AI.

You can ask natural-language questions or request structured outputs, such as:

• “Summarize the key events from these files.”

• “Identify all witness statements and list them.”

• “Draft a narrative of the incident based on the uploaded reports.”

• “Rewrite this section in clear, concise language.”

• “Highlight any mention of use-of-force.”

The chat remains tied to your case files, so Analyst always references your uploaded content.

5. Selecting Files for Report Generation

After your files finish processing:

1. Review the list of files within Case Files.

2. Use the checkboxes to select which materials Analyst should use when generating a report.

3. Add additional files if something is missing before moving to the drafting phase.

Tip:
Keep selections focused to prevent unrelated content from appearing in the generated report.

6. Working in the Enhanced Editor

When your report is ready to refine:

1. Open the Enhanced Editor tab.

2. Analyst’s generated draft will appear in the editor window.

3. Use the editing tools to adjust:

   • Headings and section structure

   • Formatting (bold, italics, lists, spacing)

   • Paragraph organization

4. Continue asking Analyst for revisions as needed (e.g., “Condense this to one page”).

The Enhanced Editor allows full control over the final narrative while still leveraging AI assistance.

7. Downloading the Final Report

1. When the report is finalized, click Download in the upper-right corner of the Enhanced Editor.

2. The document will export as a .docx file.

3. Save it locally or upload it into your agency’s records management system.

8. Managing Cases Over Time

You can manage cases continuously within Analyst:

• Reopen existing cases from the left-hand list

• Add new files at any point

• Generate multiple report versions (short summary, full narrative, etc.)

• Use Analyst as an investigative assistant, not only for final reporting

Analyst remains available throughout the entire lifecycle of a case.

9. Best Practices

• Upload all relevant materials to give Analyst full context

• Iterate with the AI to refine tone, structure, and detail

• Manually review generated reports for accuracy and policy alignment

• Use clear case names for easier navigation and retrieval

• Select only relevant files before drafting to keep outputs focused