Setup the Case Record Chat Module

Introduction

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After installing the Case Record Chat module, you need to incorporate it with Case Management Studio. This page walks you through the recommended incorporation steps.

Incorporate Record Chat

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To incorporate Record Chat with Case Management Studio, you need to add it to the Case Summary by performing the following steps:

1. In Appian Designer, navigate to the CMGT Case Management Studio Base application.
2. Search for CMGT_Case_RecordView_Summary interface.
3. In the Expression Editor, find the columnLayout with the CMGT_Case_CaseDetailsSummary expression rule.
4. Above CMGT_Case_CaseDetailsSummary, add the CMGT_SS_AI_AppianSmartSuggestionsWrapper_Display interface.

5. In the contents parameter of CMGT_SS_AI_AppianSmartSuggestionsWrapper_Display call the CMGT_RC_AI_RecordChatCases_Display interface and pass in the the case parameter.

   

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