Use Agent assist to view associated claims

task australia Updated Sep 10, 2026 1 min read use-agent-assist-to-view-associated-claims-personal.md

Use the Agent assist contextual search to view associated claims and relevant knowledge articles.

Before you begin

Role required: sn_ins_claim_pers.fnol_representative, sn_ins_claim_pers.auto_processor, sn_ins_claim_pers.auto_adjuster, sn_ins_claim_pers.manager

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
Open the task from the case playbook or the Personal auto claim adjuster tasks list.

Option	Steps
From the case playbook	In the Lists tab, under Personal auto claim cases, open the case list. In the list, select the case that contains the adjuster task.
From the Personal auto claim adjuster tasks list	In the Lists tab, under Personal auto claim adjuster tasks, select All. In the list, select the task that you want to open.

4. Select the Agent assist icon to use the feature.

For more detailed information about Agent assist, refer to [Agent assist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/agent-assist-configurable-workspace.md).

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---
title: Use Agent assist to view associated claims
description: Use the Agent assist contextual search to view associated claims and relevant knowledge articles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/use-agent-assist-to-view-associated-claims-personal.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Personal Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Use Agent assist to view associated claims

Use the Agent assist contextual search to view associated claims and relevant knowledge articles.

## Before you begin

Role required: sn\_ins\_claim\_pers.fnol\_representative, sn\_ins\_claim\_pers.auto\_processor, sn\_ins\_claim\_pers.auto\_adjuster, sn\_ins\_claim\_pers.manager

## Procedure

1.  Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  Open the task from the case playbook or the Personal auto claim adjuster tasks list.

<table id="choicetable_lgv_1db_hmb"><thead><tr><th align="left" id="d74332e85">

Option

</th><th align="left" id="d74332e88">

Steps

</th></tr></thead><tbody><tr><td id="d74332e94">

**From the case playbook**

</td><td>

1.  In the **Lists** tab, under **Personal auto claim cases**, open the case list.
2.  In the list, select the case that contains the adjuster task.


</td></tr><tr><td id="d74332e118">

**From the Personal auto claim adjuster tasks list**

</td><td>

1.  In the **Lists** tab, under **Personal auto claim adjuster tasks**, select **All**.
2.  In the list, select the task that you want to open.


</td></tr></tbody>
</table>4.  Select the Agent assist icon to use the feature.

    For more detailed information about Agent assist, refer to [Agent assist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/agent-assist-configurable-workspace.md).