To create a case from correspondence within the Companion Inbox, first forward the email to your unique Companion email address. Once the email appears in your inbox, follow the steps below to create the case.

Click into the relevant email
Select Create Case
The Complaint / Concern field will automatically populate with the content of the email
The Report Method will be pre-populated as Email
Record the Report Date (this can be backdated if required)
CompanionAI will automatically generate an editable Case Title
CompanionAI will automatically generate an editable Summary
Optional: Use CompanionAI to generate Key issues
Select the appropriate Case Stage
Assign a Case Owner
Enter the Acknowledgement Deadline and Resolution Deadline dates.
Add all relevant People Involved (e.g. complainant, subject, witnesses).
Select the relevant Status.

Once all information has been populated, the email will move from Unassigned to Assigned within the inbox and will also appear in the cases tab down the lefthand side.