> ## 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.

# AI Generated Fields

> Let AI keep case data up to date for you

AI generated fields are a way for Penbox to keep your case data up to date automatically. Instead of a team member re-reading a form response or a document to fill in a field by hand, the AI does it: it reads everything already on the case and writes a structured value into the field you configured.

<Info>
  AI generated fields live on top of the regular [data schema](/cases/data_schema) — a generated field is a normal field with an AI job attached to it. It can be referenced in steps, automations, and penscript exactly like any other field.
</Info>

## How it works

For each AI generated field, you configure three things:

* **The field.** Which data point the AI should maintain, and its type (text, number, choices, etc.).
* **The instructions.** A plain-language description of what the field should contain — a summary, a classification, a derived score.
* **The trigger.** The event that makes the AI run: for example, an intake form being completed, a document being uploaded, or a status change.

When the trigger fires, Penbox gathers everything already on the case — forms, contacts, documents, and existing data — and writes a structured value into the field.

**Common uses:**

* Summarize a claim as soon as the intake form is completed.
* Classify a new case into a category and route it to the matching case template.
* Derive a risk level or priority from the answers a client submitted.

## Generated values are always labeled

Every value written by the AI carries an **AI badge** in the case data panel, so anyone working on the case can tell which values were generated and which were entered by a person.

Editing a generated field replaces the AI value with yours. From that point on, the field is treated as manual: the AI will not overwrite it again, even if the trigger fires again.

<Tip>
  Use AI generated fields for data you want kept current without babysitting it, and let manual edits take over whenever a human needs to correct or refine the value.
</Tip>

## Configuring AI generated fields

AI generated fields are configured on [case templates](/cases/case_templates), through the [case template assistant](/agent/templates/case-templates). Describe the job in plain language and it sets up the trigger, the target field, and the instructions for you — for example:

> "Summarize the claim into `claim_summary` as soon as the intake form is completed."

> "Classify the case into `case_category` based on the intake form answers, and route it to the matching case template."

You can also set up the same behavior manually from the [case automations builder](/cases/automations#fill-data-with-ai): add an automation with the **Fill data with AI** action, pick the fields to fill, and describe what the AI should write into each.

<Note>
  AI generated fields are configured per case template. Cases created from a template inherit its AI generated fields, the same way they inherit the rest of the data schema.
</Note>

## Availability

AI generated fields are available today in all workspaces.

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Data Schema" icon="sitemap" href="/cases/data_schema">
    Fields, sections, and visibility
  </Card>

  <Card title="Automations" icon="bolt" href="/cases/automations">
    Other ways cases update without manual intervention
  </Card>

  <Card title="Case Templates" icon="file-lines" href="/cases/case_templates">
    Reusable blueprints for recurring case types
  </Card>

  <Card title="Penbox Agent for Case Templates" icon="sparkles" href="/agent/templates/case-templates">
    Configure AI generated fields with Penbox Agent
  </Card>
</CardGroup>