Vera, our AI Co-pilot, can now link similar cases with your approval. Vera will also proactively suggest similar cases to link to help you better track systemic issues over time and easily reference related cases.
How does it work?
In the ‘Summary’ section of your dashboard, Vera will notify you when there is a related case.
If you’d like Vera to link the cases on your behalf, Click the arrow next to the notification.
This will open Vera’s chat window where you can view the related cases.
Respond “Yes” and Vera will link the cases on your behalf.
You can also ask Vera to find similar cases and link them.
To do so, navigate to the Vera help icon and ask her to find similar cases by providing a keyword or context for the query.
For example, ask Vera:
- Can you find all cases involving Amy Guerrero?
Once Vera identifies the cases, you can ask her to link them on your behalf.
Once successfully linked, you can access under ‘Linked Cases’
Permissions:
- Vera will only suggest linking cases to which you have access to
- Only Owner, Primary and Sub admins can link cases with Vera
Vera will never link cases without your explicit permission.