What you’ll learn:
1. How to Use the AI Case Assistant
2. How to ask Questions that the AI Case Assistant can Answer.
What Is the AI Case Assistant?
The AI Case Assistant is a chat tool available inside a Case that helps users understand what's happening in the Case and where to find key information.
It searches through a Case's tabs and features to aggregate information and answer questions.
It can help identify blockers that may be preventing a Case from progressing.
Where to Find It
Open the desired case in the Advocate Platform, then click the "AI Case Assistant" icon in the bottom right corner of the screen.
What You'll See
The AI Case Assistant opens in a chat panel in the bottom right of the screen.
Text field – type your question about the Case here.
"Send" button – submits your question to the AI Case Assistant.
How It's Used
Ask the AI Case Assistant a question about the Case to get a quick answer, as shown in the examples below.
Here is an example of asking for missing compliance items:
Here is an example of asking whether a Flood Analysis has been completed for a Case: