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Review a Case's AI Intake Information

AI Voice Intake  Premium Feature | Limited Availability 
Reach out to your Customer Success Manager or Account Executive to learn more about this feature.

With AI Intake, reporters can speak with an AI voice bot to submit a case to your organization. Case IQ will store the information from the reporter’s conversation in the “AI Intake” tab on the case’s page, which contains the following fields:

  • Organization: the organization relevant to the reporter's concern or incident.
  • Who: the reporter's phone number and name if they have chosen to identify themselves.
  • When: the date that the incident or concern occurred. 
  • Where: the location name and address where the incident or concern occurred.
  • What: a description of the incident or concern. 

AI Intake tab on a case's page.

The AI Intake fields are for reference only. You will not be able to edit the information in these fields to preserve this intake data. You can document the findings of your investigation in the other tabs as normal.