Appoint individuals from 实体 AI Assistant

You can appoint individuals to roles directly from 实体 AI Assistant using data from imported documents. When you upload a document, 实体 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.

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

Notes

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

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

  • AI enhancements are available to clients with the 实体 Platform package and clients who joined the 实体 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. 实体 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.

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

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