When you upload files to a case, Vera can now synthesize the files to automatically generate the case summary, fill out the corresponding form, and recommend related cases to link. This saves time and surfaces helpful context and precedent for administering the case.
To utilize this functionality you must have attachments enabled on your case form. Owner admins can do this under the ‘Case Form Configuration’ setting on the dashboard. To learn more about configuring your case form visit the guide here.
Upload documentation for Vera to synthesize
To start, upload any relevant documentation you have regarding the case. Once uploaded Vera will summarize the issue in the ‘Summary’ input.
To Delete or Rename the file click on the three dots next to the file.
Note: Any files uploaded at case creation will appear on the case details page.
Prompt Vera to get the summary just right
Once Vera has summarized the files you can ask her to make additional adjustments to the Summary. Provide clear and concise instructions such as:
“Please remove reference to XYZ policy”
Vera will update the Summary based on your feedback.
Let Vera take care of the data entry with auto-fill
Vera will use the ‘Summary’ to extract pertinent information and fill out the case form fields accordingly.
You can always adjust the fields as needed upon review.
Link Recommended Cases
At the bottom of the case form Vera will surface related cases and give you the option to link them at submission. Hover on the link to view a summary of the related case. If you do not wish the link the case simply press the x button to remove. Admins will only see related cases they have access to.
For those that do not have ‘Attachments’ enabled on their case form linked cases and auto-fill functionality will still be available as per this guide.