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Documentation Index

Fetch the complete documentation index at: https://docs.penbox.io/llms.txt

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A Case Template is the blueprint for a recurring case type: data schema, contacts, workflow steps, statuses, automations. Penbox Agent designs every part of it. Case Template prompt example

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What you can do

Data schema
  • Add, rename, remove, or reorder fields.
  • Set the field type (text, number, date, file, choices, checkbox).
  • Set visibility (always-visible, hide-when-empty, always-hide).
  • Configure type-specific options (placeholder, hint, min/max, accepted file types, choice list).
Sections
  • Group related fields into named sections.
  • Reorder or remove sections. Toggle section visibility.
Contact roles
  • Add secondary contacts with custom roles: broker, expert, billing contact, witness.
  • Rename or remove secondary contacts. The main contact is required and cannot be removed.
Workflow steps Penbox Agent adds and edits three step types: email, SMS, and form. Internal form steps and signature steps stay manual for now.
  • Email. A one-way email to a contact: confirmation, status update, internal notification.
  • SMS. A short text message to a contact.
  • Form. A request sent to a contact to collect data. Built inline on the step, or attached from an existing Form Template.
For each step, Penbox Agent configures the title, the recipient, the subject and body (static HTML or an AI-generated body that adapts to the case data at send time), attachments, and conditional execution. Custom statuses Define the statuses your case moves through (Pending, In Review, Awaiting Documents, Closed) and configure automatic transitions: move from one status to another when a condition is met. Automations Configure webhooks and email automations triggered by step completion, status changes, or data updates. AI extraction Configure AI extraction on file fields. Two mechanisms:
  • Inline extraction. Defined directly on the file field. Best for ad-hoc extraction.
  • Existing Document Intelligence Template. Penbox Agent attaches a reusable template from your workspace and maps its fields to the case schema.

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Inline forms vs reusable Form Templates

Two options when you add a form step.
  • Inline form. Penbox Agent defines the form fields directly on the step. Best when the form is specific to this Case Template.
  • Attach an existing Form Template. Penbox Agent searches your workspace by name, asks you to confirm, and attaches the right one. Best when several Case Templates reuse the same form.
Describe what the form should ask for (“add a step that requests proof of identity and a recent utility bill”) and Penbox Agent builds an inline form. Ask explicitly to “use the KYC form” or “attach our onboarding form” to reuse an existing Form Template.

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Auto-syncing form data into the schema

When Penbox Agent adds a form step, it proposes to add the form’s fields to the case schema too. The schema stays in sync with the data the case will collect: other steps can pre-fill from those fields, automations can react to them, and your team sees what data is expected before the form comes back. Accept the suggestion, modify it, or skip it.

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Example prompts

“Add a billing contact called Contact facturation.”
“Add an email step that confirms the case opening to the main contact.”
“Add a form step that requests an ID card and a proof of residence. Configure AI extraction on the ID card.”
“Create a status ‘Awaiting documents’ and transition to it automatically when the document field is empty after the form was sent.”
“Add an automation that posts the case to our CRM when the status becomes Closed.”
“Build a Case Template from this document.”

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What Penbox Agent does not do here

  • Does not create internal form steps or signature steps. Those step types stay manual in the Case Template editor.
  • Does not edit permissions or sender integrations (email sender, signature provider). Those stay in the workspace settings.
  • Does not edit a Form Template attached to a step. Open the Form Template and use Penbox Agent there.
  • Does not edit settings outside the data schema, contacts, workflow steps, statuses, and automations of the Case Template.

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Next Steps

Case Templates overview

Case Templates in Penbox

Form Templates

Penbox Agent inside Form Templates

Document Intelligence Templates

Configure extraction templates

Live Cases

Penbox Agent on running cases