It is now possible to apply an AI summary preset while editing a case update directly. This feature allows you to quickly reformat or enhance a case update before saving it or while editing it. This feature allows you to make changes to an update without having to duplicate the content via traditional AI summary generation.
To apply an AI summary preset to an new or existing update, simply edit the update, select the text you wish to replace (or don't select text to leave both) and click the AI dropdown ( ) from the editor. From there, select AI Summary Preset and select the preset to apply.
New: Event Check-In Case Status Trigger
A new case status trigger has been added to listen for event checkins. Using this trigger will allow you to advance the case status when the first check-in is detected on a task or event that is connected with the case.
The primary salesperson and/or primary case manager can now be assigned to case requests when creating them via the Create Case Request API. This selection supersedes default salesperson and/or case manager configurations and will carry forward to the case once accepted.
Other Enhancements
Address auto complete now returns New York instead of Manhattan when localizing NYC addresses.
) from the editor. From there, select AI Summary Preset and select the preset to apply.