Sidebar - Copliot, Chat, Form Request and more

The right-hand activity sidebar gives you quick access to collaboration, AI help, forms, tasks, logs, and sidebar settings.

The available tabs can include:

Copilot
Ask AI
Request Forms
Tasks
Activity Log
Settings

Copilot

The Copilot tab is used for collaboration and action-taking inside the case.

Writing in Copilot

The comment box supports:

Enter to send
Shift + Enter for a new line
File attachments
Emoji picker
Mention picker
Skill picker
Optional context toggle for including or excluding case context

Special Mentions

Copilot supports two system mentions:

@docsumo_support
@sumo_ai

These can create special tasks that appear in the Tasks tab.

Skills

Skills are launched with /skill-name.

More detail on skill session.

Ask AI

The Ask AI tab is a separate AI conversation space focused on asking questions about the case and its documents.

Plan and Working Folder

For longer AI runs, Ask AI may also show:

A Plan section with execution steps
A Working folder section with generated or in-progress files

This makes multi-step AI work easier to follow.

Request Forms

The Request Forms tab shows forms sent to external recipients. These forms are usually created from Copilot with /request-form.

Request forms can be used to collect:

Documents
Answers to questions
Table data
Signatures
Form-template style inputs

Request Form Statuses

Draft: The form exists but has not been sent yet
Sent: The form was sent and is awaiting a response
Submitted: The recipient completed the form
Expired: The form is no longer active

Tasks

The Tasks tab is the action list for the case.

Tasks can be created automatically or manually. They may come from:

Validation failures
Missing required documents
Workflow approvals
Mentions in comments
Unclassified documents
Checklist items
Manual user-created tasks
@docsumo_support requests
@sumo_ai requests

Task Views

The Tasks tab includes:

My tasks
Docsumo

Inside the Docsumo view, you can switch between:

This case
All cases

Activity Log

The Activity Log tab shows a timeline of case activity.

This includes:

Comments and collaboration events
Workflow-agent activity
Case changes
Other logged system events

Settings

The Settings tab controls sidebar visibility, automations, forms, skills, and variables for the case type.

It includes four sections:

General
Forms
Skills
Variables

General Settings

Automation

Auto-run skill on first open

Automatically runs a selected skill the first time Copilot is opened on a case with no existing comments.

This is useful for:

Generating a checklist
Creating a first-pass summary
Running a default analysis flow

Auto-execute case actions

When enabled, /action commands can execute immediately without a confirmation step.

Form Settings

The Forms section controls intake-form automation, public request-form appearance, email defaults, and reusable form templates.

New Case Intake

Auto-send intake form

When enabled, a request form can be sent automatically when a new case is created.

Form Templates

Form templates are reusable structured forms that can be referenced in Copilot and Ask AI, and used inside request forms.

You can:

Create a form template in JSON
Upload a fillable PDF
Convert a PDF template into JSON
Copy a sample JSON template
Enable or disable a template
Edit or delete a template

Variable Settings

The Variables section manages reusable values that can be inserted into Copilot and Ask AI with {{variable-name}}.

Common Workflows

Review and resolve a case issue

Open the Overview tab and review the case summary.
Open the Validation tab to inspect validation results.
Attach a validation table to a Copilot comment if needed.
Mention a teammate, @docsumo_support, or @sumo_ai.

Collect missing information from an external user

Open Copilot.
Run /request-form.
Open the Request Forms tab.
Send the form and monitor responses.

Work through follow-up actions

Open the Tasks tab.
Review Action Required items.
Complete, dismiss, approve, upload, or classify as needed.
Check Resolved for completed work.