You can quickly create summaries, policy recommendations, and timelines of case investigations with Case IQ's copilot fields, powered by AI. Case IQ's AI will review the case's details, such as its overview, history, and records to generate relevant content, so you can focus on analyzing case findings, rather than writing proceedings. Copilot fields are configured by your System Administrator based on your organization's needs. Administrators can refer to Add a Copilot Field to the Case Form for details on setting up copilot fields.

Copilot fields have a magic wand icon () beside them, as shown in the example "Relevant policy" field below. You can only see copilot fields on a case's page if this feature has been activated for your application and you have permissions to generate AI content.

To generate content in a copilot field: 

1. On a case's page, click the Edit Case button. 
2. Click the Generate button under the copilot field.
3. The AI will begin generating content in the background. You can continue editing the case or navigate away from the case's page while it works on generating the content. 
4. When your content is finished, you will receive a notification. Click the link in this notification to navigate to the case's page.
5. Back on the case's page, click the Edit Case button again.
6. Click the Review button under the copilot field.
7. In the "Review AI draft" pop-up, you will see the content that the AI generated. Click the Add to Case button if you would like to use this content as a first draft.
8. The generated content will be loaded in the copilot field, where you can edit it.
9. When you are done editing the content, click the Save button on the case's page.
10. The "Certify content" pop-up will be displayed, where you must certify that you reviewed the AI-generated content. After checking off the certification box, click the Continue button.
11. The content you generated and edited will now be displayed on the case's page.