How AI recommends possible resources

Overview

Inputs the AI uses and how to override.

This guide walks through the recommended workflow inside the Referrals area of PSA 360.

Key points

• Inputs the AI uses and how to override.
• Lives in the Referrals area of PSA 360.
• Every action is logged to the case timeline and audit log.

What to do next

Open the Referrals page from the left navigation to see this in context, or use the related articles below to dive deeper.