Case Record Chat ships as a separate module supported on Case Management Studio. Once incorporated with Case Management Studio, this module places the Records Chat Component on the case record summary so caseworkers can ask AI questions about a case.
This guide outlines the steps for downloading and installing the Case Record Chat module to use it with your Appian Case Management Studio Base application. The steps include:
This section details the minimum requirements your system must meet to run the Case Record Chat module.
CMGT Case Management Studio Base (CMGT)
CMGT Studio Module (CMGT_WFL)
CMGT Studio Generated Objects (CMGT)
The first step in installing the Case Record Chat module is to download the software package that contains the following files. These files will be used in the remaining setup steps.
CaseRecordChatModulev1.0.0.zip
CaseRecordChatModulev1.0.0.properties
To download the software package:
CaseRecordChatModulev1.0.0.zip
to access the installation files.Next, you need to import the application into the target environment.
To import the application:
CaseRecordChatModulev1.0.0.zip
file that was downloaded in Step 1.properties
file that was downloaded in Step 1.CMGT Case Record Chat Module (CMGT_RC_AI)
application container was imported.Now that you have installed the Case Record Chat module, follow the setup steps to start using this functionality with Case Management Studio.
Install Case Record Chat Module