Use Agent assist to view associated claims

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Agent assist contextual search to view associated claims and relevant knowledge articles.

    Vorbereitungen

    Role required: sn_ins_claim_cml.fnol_representative, sn_ins_claim_cml.auto_processor, sn_ins_claim_cml.auto_adjuster, sn_ins_claim_cml.manager

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open the task from the case playbook or the Commercial auto claim adjuster tasks list.
      OptionSteps
      From the case playbook
      1. In the Lists tab, under Commercial auto claim cases, open the case list.
      2. In the list, select the case that contains the adjuster task.
      From the Commercial auto claim adjuster tasks list
      1. In the Lists tab, under Commercial auto claim adjuster tasks, select All.
      2. In the list, select the task that you want to open.
    4. Select the Agent assist icon to use the feature.
      For more detailed information about Agent assist, refer to Agent assist.