Appoint individuals from Entidades AI Assistant

You can appoint individuals to roles directly from Entidades AI Assistant using data from imported documents. When you upload a document, Entidades AI Assistant categorizes information for you and suggests actions. You stay in control of all the data and actions, and the AI Assistant handles searching and entry for you.

Entidades AI Assistant follows user role and permissions configured in Entidades. Your access to information and actions is the same within the Entidades interface and the Entidades AI Assistant.

Notes

  • Entidades AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use Entidades data, refer to Entidades AI transparency notice.

  • This is a beta feature. You may experience limited functionality.

  • AI enhancements are available to clients with the Entidades Platform package and clients who joined the Entidades AI Early adopter program. For more information, contact your Customer Success Manager.

  • Administrators have access to AI features by default. For regular users, AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.

Import and save documents with Entities AI Assistant

You can import documents up to 10 MB in the following formats:

  • PDF

  • RTF

  • DOC and DOCX

Currently, you can upload one document at a time.

  1. From the side navigation, select search AI Assistant.

  2. Select Import & Actions.

  3. Drag and drop the document you want to upload or use the Select files to upload option to open the file browser.

  4. When you upload the file, AI Assistant processes it and displays available actions. For some documents, several actions may be available.

  5. In the Appointment tile, select Review.

  6. Entidades AI Assistant displays a side-by-side view of the appointment form with the relevant fields pre-populated with the information from the document, and the uploaded document.

  7. Review the form and make edits, if needed.

  8. When you are ready to save the form, select how to save the event. You can select from the same options as when appointing individuals manually, including saving the event as pending.

  9. When you are ready to action the appointment, in the Appointment tile, select Action.

    Entidades AI Assistant displays the result of the action in the Appointment tile.

  10. To view details of the action, select Open results.