IntroductionCopy link to clipboard
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:
System requirementsCopy link to clipboard
This section details the minimum requirements your system must meet to run the Case Record Chat module.
- Appian platform running version 24.1 or greater.
- An Appian Cloud environment with the advanced or premium platform tiers.
- A supported web browser.
- Imported Case Management Studio Base application version 1.3 and higher, which includes the following application containers:
CMGT Case Management Studio Base (CMGT)
CMGT Studio Module (CMGT_WFL)
CMGT Studio Generated Objects (CMGT)
Step 1: Download the software packageCopy link to clipboard
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:
- In My Appian, navigate to the Support tab.
- Select DOWNLOADS > SOLUTIONS.
- In the grid, click Appian Case Management Studio.
- Under Downloads, click Case Record Chat and agree to the License Agreement.
- Click Case Record Chat v1.0.0 to download the ZIP file.
- Unzip
CaseRecordChatModulev1.0.0.zip
to access the installation files.
Step 2: Import the applicationCopy link to clipboard
Next, you need to import the application into the target environment.
To import the application:
- In the target environment, log in as the deployment user.
- Navigate to the Appian Designer.
- Click IMPORT.
- Click UPLOAD and choose the application
CaseRecordChatModulev1.0.0.zip
file that was downloaded in Step 1. - Click the Include related import customization file checkbox and click UPLOAD. Select the
properties
file that was downloaded in Step 1. - Click INSPECT to ensure that there will be no complications on import.
- Note: Inspection could take several minutes and may time out. If this occurs, the import will continue in the background.
- Click IMPORT.
- Note: The import may time out due to file size. If this occurs, the import will continue in the background.
- Review the import results to verify the following
CMGT Case Record Chat Module (CMGT_RC_AI)
application container was imported.
Next stepsCopy link to clipboard
Now that you have installed the Case Record Chat module, follow the setup steps to start using this functionality with Case Management Studio.