Setting Up Submission Record AI Chat

Introduction

After installing the AI Chat With Submission module, you need to set it up before using it with the Connected Underwriting P&C Base application. This guide walks you through the required incorporation step.

Expose the Record Chat Component

To set up the Submission Record AI Chat add-on with Connected Underwriting P&C you need to expose the Record Chat Component on the Submission record summary.

To update the Submission Summary interface:

1. Login to the target environment.
2. Navigate to the Appian Designer.
3. Navigate to Connected Underwriting (ISU) application.
4. Search for and open the ISU_submissionRecordViewSummary interface.

5. Add ISU_SAIC_submissionRecordChatCard above ISU_alertsList by inserting the code block as shown:

   

6. Click SAVE.

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