{"query":"Import Case Examples","corpusVersion":"local","generatedAt":"2026-09-13T04:31:25.542Z","results":[{"blockId":"integrations.import-case-examples#import-case-examples","pageId":"integrations.import-case-examples","title":"Import Case Examples","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#import-case-examples","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"import-case-examples","kind":"task","productArea":"data_integrations","score":2209.6960207045286,"reasons":["search_match","title_match","display_title_match","term_match"],"markdown":"# Import Case Examples"},{"blockId":"integrations.import-case-examples#task-steps-import-case-examples","pageId":"integrations.import-case-examples","title":"Task steps: Import Case examples","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#task-steps-import-case-examples","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"task-steps-import-case-examples","kind":"task","productArea":"data_integrations","score":1855.9800821517902,"reasons":["search_match","title_match","display_title_match","page_title_match","term_match","prefix_or_fuzzy_match"],"markdown":"### Task steps: Import Case examples\n\n1. Open Project Settings and inspect **Project Input Schema**. Confirm whether the Project expects plain text, chat, or structured input and which Case materials are required.\n2. Prepare a small representative sample. Separate the Case input from candidate output, human correction, and source-system bookkeeping.\n3. Open the Case import flow from the Project's Cases or Case Pool surface and upload the supported source file.\n4. Map source columns to input, named Case materials, and customer attributes. Do not map candidate output into Case input merely because it shares a row.\n5. Preview the normalized Cases. Inspect conversations, structured values, file associations, empty required fields, and duplicate source identifiers.\n6. Resolve validation and artifact-processing failures before admitting the full collection.\n7. Complete the import, then inspect the admitted Cases in Assets. Confirm Case identity, current version, source context, and material readiness.\n8. Add Cases to coverage or a Benchmark Dataset only after the team has reviewed whether they belong there."},{"blockId":"integrations.import-case-examples#import-workflow","pageId":"integrations.import-case-examples","title":"Import workflow","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#import-workflow","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"import-workflow","kind":"task","productArea":"data_integrations","score":1248.2766981290442,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Import workflow"},{"blockId":"operating.import-prepare-cases#import-and-prepare-cases","pageId":"operating.import-prepare-cases","title":"Import and prepare cases","pageTitle":"Import and prepare cases","url":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","humanUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases#import-and-prepare-cases","markdownUrl":"https://teammately.ai/docs/operating-manual/import-and-prepare-cases.md","sectionId":"import-and-prepare-cases","kind":"task","productArea":"operating_manual","score":1028.2456495326965,"reasons":["search_match","term_match","prefix_or_fuzzy_match"],"markdown":"# Import and prepare cases\n\nBring existing examples into the project and make them usable by experts, coverage work, and Harness execution without losing their input or material boundaries."},{"blockId":"integrations.import-case-examples#common-failure-modes","pageId":"integrations.import-case-examples","title":"Common failure modes","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#common-failure-modes","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"common-failure-modes","kind":"task","productArea":"data_integrations","score":719.4042586707296,"reasons":["search_match","page_title_match","term_match","prefix_or_fuzzy_match"],"markdown":"## Common failure modes\n\n- Treating every source column as arbitrary metadata instead of mapping the canonical input.\n- Flattening a multi-turn conversation into one unstructured string.\n- Attaching the model's answer as input rather than as external Run output.\n- Relying on filenames or input text as durable Case identity.\n- Importing the full corpus before validating a representative sample.\n- Assuming upload completion means artifact processing and Case admission completed.\n- Sending required context as a Reference Material when it must travel with each Case.\n\n{% example-demo title=\"Support transcript import\" %}\nA source row contains a ticket ID, three messages, the assistant's answer, region, and the policy PDF used by the support specialist.\n\nThe importer keeps the ticket ID as customer correlation, represents the three-message history as chat input, attaches the PDF to the configured `policy_document` Case material, and keeps region as an attribute. The assistant answer is not stored in Case input; it can later enter as an external Run output or an accepted target through its owning workflow.\n{% /example-demo %}"},{"blockId":"integrations.import-case-examples#object-and-state-changes","pageId":"integrations.import-case-examples","title":"Object and state changes","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#object-and-state-changes","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"object-and-state-changes","kind":"task","productArea":"data_integrations","score":702.6106915072947,"reasons":["search_match","page_title_match","term_match","prefix_or_fuzzy_match"],"markdown":"## Object and state changes\n\nImport creates reusable Project Cases and can create artifact-processing work for referenced files. Reimporting a synchronized source example can create a new Case version when canonical content changes.\n\nImport does not automatically approve a Case, assign coverage facets, add it to every Benchmark, create a Dataset Snapshot, attach candidate outputs, or declare the Case representative."},{"blockId":"integrations.import-case-examples#prerequisites","pageId":"integrations.import-case-examples","title":"Prerequisites","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#prerequisites","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"prerequisites","kind":"task","productArea":"data_integrations","score":695.1256815337107,"reasons":["search_match","page_title_match","term_match","prefix_or_fuzzy_match"],"markdown":"## Prerequisites\n\n- A target Project and permission to work with Cases.\n- The current Project Input Schema, including required input architecture and case-material fields.\n- Source examples with stable provenance or customer correlation IDs.\n- Any files referenced as Case materials.\n- An operator who can resolve ambiguous column mappings and rejected rows."},{"blockId":"integrations.import-case-examples#source-confidence","pageId":"integrations.import-case-examples","title":"Source confidence","pageTitle":"Import Case Examples","url":"https://teammately.ai/docs/integrations/import-case-examples.md","humanUrl":"https://teammately.ai/docs/integrations/import-case-examples#source-confidence","markdownUrl":"https://teammately.ai/docs/integrations/import-case-examples.md","sectionId":"source-confidence","kind":"task","productArea":"data_integrations","score":691.0709823616716,"reasons":["search_match","page_title_match","term_match"],"markdown":"## Source confidence\n\nCode-backed: the active Case, Case Pool upload, mapping, and Project Input Schema sources define the workflow and validation boundary. File limits and exact automated import serialization remain outside this stable UI task until the Public API contract is implemented."}]}