Overview
Case AI features help compress long discussions and attach structured tools without losing the main thread. These tools are most useful when the case narrative is already clean.
How to use this feature
- Generate a case summary when the discussion becomes long or multi-layered.
- Review summary versions if the case has evolved over time and you need to compare outputs.
- Use suggested tools and attach them only when they add real structure to the case discussion.
- Update follow preferences if you want to reduce or refine the alerts tied to a case you are following.
Practical tips
- lightbulb Summaries are strongest when the original case and update stream are already organized.
- lightbulb Attached tools should clarify the case, not distract from it.
- lightbulb Version comparison is helpful when multiple rounds of AI summarization have been generated.