> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Penbox Agent for Case Templates
> Design recurring case workflows with Penbox Agent
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.
## 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.
## 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.
## 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.
## 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."
## 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.
***
## Next Steps
Case Templates in Penbox
Penbox Agent inside Form Templates
Configure extraction templates
Penbox Agent on running cases