Checklist Response Agent FAQ

For step-by-step instructions on using the Checklist Response Agent, see Use the Checklist Response Agent.

Frequently asked questions

Is this the same as the Disclosure Checklist Agent (DCA)?

No. DCA handles disclosure checklists with yes/no/N/A answers. The Checklist Response Agent is a separate agent. It handles any field type — date, free text, single-choice and multiple-choice — and respects conditional show/hide logic across the checklist. If you're a DCA user, think of the Checklist Response Agent as a broader version of DCA.

Where do I find it?

Open the Verity chat inside a Cloud Engagement and ask it to complete your checklist. Suggested answers appear on the checklist itself.

Do I need a separate add-in?

No. The agent is part of Verity. Once your firm is enabled, you can launch it from the Verity chat. You don't need to install anything separate.

Will it change my checklist on its own?

No. Everything it produces is a suggestion for your review. You decide which suggestions to accept, and you must accept a suggestion before you can edit it.

What documents does it use?

It draws on the documents in your engagement. If a specific answer should come from a specific document, name it in your prompt.

How do I give feedback?

Use the thumbs up and thumbs down buttons on chat responses. In the comment box, start your message with "Checklist Response Agent" so it's easy to track and filter. Submit as many as you'd like. Specific examples are more useful than general impressions: the prompt you used, what Verity did and what you expected.

Is my engagement data safe?

Verity operates within your Caseware environment. Caseware does not use your data to train AI models. Only authorized Caseware personnel can access it.