AI Best Practices
LiftOff AI features save time when your team uses them with clear standards. AI supports planning; your leads still own client communication and show-day decisions.
When to use this page
Help your team get consistent, trustworthy results from summaries, suggestions, notes, renders, and report sections.
Who can do this
Everyone who uses AI features should follow these practices. Owners and admins configure rules in AI Settings.
Core principles
Always review before sharing
Treat AI output as a draft. Read every summary, suggested task, note, render, and report section before clients or crew rely on it.
Keep project data current
AI uses what is already in LiftOff. Update dates, venue, tasks, and notes before requesting new AI output.
Use clear original files
For image-based features, upload sharp, well-lit photos and readable PDFs. See Using Files with AI.
Configure company rules
Owners and admins should set tone, business context, and category language in AI settings so output matches how your company speaks.
Feature-specific tips
| Feature | Tip |
|---|---|
| Project draft | Verify client name, date, and venue against the original brief |
| Task suggestions | Accept only tasks that match your run-of-show; dismiss the rest |
| Summaries | Edit wording meant for clients; remove anything uncertain |
| Notes from files | Check numbers, names, and times extracted from images |
| Renders | Label as concept visuals; not final build documentation |
| Report AI sections | Use for internal drafts first; polish before client PDFs |
| Trailer recommendations | Confirm with leads; do not treat as rental orders |
When not to rely on AI
- Final client contracts or pricing
- Safety-critical rigging or structural decisions
- Venue restrictions that require official confirmation
- Legal or insurance commitments
Next steps
- Train new members using Roles and Permissions and this page.
- Revisit AI Settings when your services or terminology change.