Use Agent assist to view associated claims

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

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

    Procedimento

    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 Personal auto claim adjuster tasks list.
      OptionSteps
      From the case playbook
      1. In the Lists tab, under Personal auto claim cases, open the case list.
      2. In the list, select the case that contains the adjuster task.
      From the Personal auto claim adjuster tasks list
      1. In the Lists tab, under Personal 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 .