How do I use the Calculus AI in Cases?

Follow these steps to use Calculus AI in Cases:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Support.
4. Click Cases. The Cases List View opens.
5. Select and open the required Case. The Summary View opens.
6. Go to the Activity section. 
7. Select the email you sent.
8. Click AI Review and Insights in the email. 
9. View the following information:
   1. AI Summary – A quick overview of the email content.
   2. AI Suggestions – Smart recommendations for possible replies.
   3. AI Rating – An evaluation of the email’s effectiveness.
10. Click the reply button. 
11. Click the Calculus Suggestions
    1. AI Suggestions
       1. Similar Records – View references to related past cases or records.
       2. Queries from the customer’s latest email – Extracted questions for clarity.
    2. Ask Custom Query – Enter your own question to receive a contextual AI response.