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Service | Customer Service, Contact Center, Fie...
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Use Case Management to Auto-Populate Lookup Fileds e.g Customer when Auto Creating a Case

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Hello All,

I am having an issue using the AI features of the Case Management Agent to auto-populate fields when I click on Create Case after a convesation either via voice or live chat
to create a case.

I always have to manually input the customer, before saving and closing the case. 

The incoming messages always shows as Visitor 1, I have tried using pre-chat surveys to capture firstname and last name and email, but it still does not map to the 
customer. 

I have enabled fields for AI prediction but it still does not populate 




Any help would most appreciated;

NB: If you can help on how to create cases autonomously without having to click on the create case button, that will be most helpful.

Thank you
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