Case IQ's AI, including Clairia and copilot fields, can reference files uploaded to a case to generate relevant and meaningful responses. The AI will only use files to which you have granted it access. See Start, Rename, or Delete a Chat with Clairia and Generate Content for a Case Using AI for details on using Clairia and copilot fields.

To allow Clairia and copilot fields to use a case's files:

1. Navigate to a file's page either from the case or the Files grid.
2. On the file's page, click the Edit button.
3. Check the "Enable for AI" checkbox.
4. Click the Save button.
5. The system will begin processing the file so the AI can use it. You will see a confirmation banner on the file's page when processing is complete.

You can also enable files for AI when adding them to a case. When manually uploading a file or dragging and dropping multiple files, make sure to check the "Enable for AI" checkbox (see Manually Upload a File or Drag and Drop Files to a Case for details on adding files).