Guided Setup helps you start a new claim quickly. Just uploading your documents and let Brelly Co-Pilot fill in the first round of claim details for you.

(If you prefer to start with a blank project and enter everything yourself, use Quick Create instead.)

To start Guided Setup:

You will then move through the setup flow step by step.

Guided Setup is designed to help you:

Start by entering a claim project name.

Choose a clear name you will recognize later, such as the insured name, property address, claim number, or a short description of the claim. Different organizations do this differently, but most have a standardized method.

This step is optional.

Use it to tell Brelly anything important before document analysis starts. For example:

You can type your notes, or use voice input to record a quick message.

Anything you input here will be saved as a Note in your claim for you to reference later as well.

Upload the documents you want Brelly to analyze for this claim. Easy.

After you continue, Brelly starts working through the uploaded files in stages:

This usually takes a few minutes and sometimes longer depending on the file batch.

You do not have to stay on the Guided Setup page the whole time.

If you leave, Brelly keeps working in the background. You can continue using the app while setup finishes.

When the claim analysis is ready, you will see a notification that the claim is ready for review.

When processing finishes, Guided Setup shows a summary of what Brelly found.

Depending on the documents you uploaded, Brelly may fill in or organize items such as:

From the final step, click Let's Go to open the Brelly Co-Pilot claim analysis thread and continue working with the help of AI.

Sometimes a file batch may need help before setup can finish.

If that happens, Guided Setup will tell you what needs attention and show the next action.

If only part of the upload works, Brelly may continue with the files that are ready and let you retry the rest later.