Setting Up the Case Record Chat Module

Introduction

After installing the AI Chat With Case module, you need to set it up before using it with the Connected Underwriting (CU) Life Workbench Base application. This guide walks you through the required incorporation step.

Expose Record Chat on the case summary

To set up the Case Record Chat add-on with CU Life Workbench you need to update the Case Summary interface to include the Record Chat Component.

To update the Case Summary interface:

1. Login to the target environment.
2. Navigate to the Appian Designer.
3. Navigate to Connected Underwriting (ISL) application.
4. Search for and open the ISL_Case_RecordView_Summary interface.
   1. Add a local!isRecordChatCollapsed local variable with a parameter value of true().

   2. Add ISL_CAIC_caseRecordChatCard by creating a second pane inside the pane layout as shown:

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       a!pane(
            contents: {
              a!horizontalLine(weight: "THIN"),
              a!cardLayout(
                contents: rule!ISL_CAIC_caseRecordChatCard(
                  case: ri!case,
                  isRecordChatCollapsed: local!isRecordChatCollapsed,
                  brandingMap: local!brandingMap
                ),
                style: local!brandingMap.DefaultBackgroundColor,
                showBorder: false()
              )
            },
            width: if(
              toboolean(local!isRecordChatCollapsed) = true(),
              "EXTRA_NARROW",
              if(
                a!isPageWidth({ "DESKTOP", "DESKTOP_NARROW" }),
                "MEDIUM",
                "MEDIUM_PLUS"
              )
            ),
            backgroundColor: local!brandingMap.DefaultBackgroundColor,
            padding: "NONE"
          )
      

5. Click SAVE.

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