NEW · AI-POWERED

Dossier Suggestion
Find the right dossier faster for incoming Dropbox emails

Dossier Suggestion uses AI to suggest the dossier an incoming Dropbox email most likely belongs to. Review the suggestion, select the right dossier and click Save to confirm the link. 

What is Dossier Suggestion?

Dossier Suggestion is an AI-powered capability that helps handlers identify the right dossier for incoming Dropbox emails. It analyses the email subject, message body and attachements, then suggests one or more dossier numbers that may match.

Scope: The feature is used only for Dropbox emails that could not already be linked automatically through the existing subject-line check.

When does it run?

It runs automatically when an email arrives in the Dropbox. No action is needed to start it. If the email was already linked automatically, no Dossier Suggestion is shown.

Where to find the suggestion

Open the email from the Dropbox. Below the message body, find the Dossier field. The AI suggestion appears directly to the right of that field.

How to use a suggestion
1. Review
Check the suggested dossier number against the email content.

2. Select
Click a suggested dossier number. It will be filled into the Dossier field.

3. Save
Verify the dossier number and click Save to link the email to that dossier.

Important: Clicking a suggestion only fills the Dossier field. Nothing is linked until you click Save.
 

What do the colors mean?

Green — One dossier suggested

One possible dossier was found. Review the number and click it to fill the Dossier field, then click Save.

Orange — Multiple dossiers suggested

More than one possible dossier was found. Review the subject, message body and attachments, then click the correct dossier number. Verify the selected number in the Dossier field and click Save. If none of the suggestions is correct, search for the dossier manually or create a new dossier if needed.

Red — No dossier suggested

No suitable dossier could be suggested. The red message explains why, so you know what information to check before continuing manually.

Possible reasons include:
• License plate is required.
• The contract is not active at the given date of accident.
• More than one contract was found.
• Date of accident is required.
• Name is required.
• Zip code or city is required.
• Phone number or mobile number is required.
• Email is required.
• Date of accident cannot be in the future.
• Automatic claim request creation is not active.

When the missing information is available, provide it and search for the dossier manually. 

Good to know

• Dossier Suggestion proposes a dossier; it never links one automatically.
• It applies only to Dropbox items that were not already linked through the subject-line check.
• Always review the dossier number before clicking Save.