Use Agent assist to view associated claims

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    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

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the 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 toFinding solutions using Agent assist.