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While Presets offer structured workflows, sometimes you need quick answers or specific help without running a full workflow. That’s where Ask Cara Directly comes in — a flexible, conversational way to get instant AI assistance.
Ask Cara Directly provides fast, flexible AI support without the need to configure workflows — perfect for quick queries, drafting, and problem-solving on the fly.
From the Cara homepage or any open workspace, you can type natural language questions or instructions into the free-text input bar at the bottom of the screen. Cara understands context, searches your Knowledge Base, references documents, and applies AI logic to provide accurate, actionable responses — all in real time.
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Example Use Cases

You can ask Cara to help with a wide range of tasks—here are some common examples to get you started.
Cara can quickly gather up-to-date information from approved external sources to supplement agency knowledge or answer specific questions.Example Prompts:
  • “What’s the current regulatory requirement for cyber insurance in California?”
  • “What is the NAIC code for Travelers?”
Cara can draft professional emails based on your brief instructions or existing documents, saving you time on communication.Example Prompt:
  • “Draft a renewal reminder email for a client with expiring policy on August 30.”
Cara extracts key points and flags critical information or discrepancies from policies or contracts to speed up review and decision-making.Example Prompt:
  • “Highlight the main cancellation terms in this policy document.”
Ask Cara to interact with integrations and help you find information quicklyExample Prompts:
  • “List all of the policies that are up for renewal in the next 30 days”
  • “Summarize all of John Smith’s current policies and create a table showing how the premium and limits have changed over the past 5 years of their policies”

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Prompting Tips

  • Be clear and specific: The more detail you provide, the better the response. For example, include client context or document references.
  • Use natural language: Speak as you would to a colleague — Cara is trained to understand conversational requests.
  • Reference documents or workflows: If applicable, mention specific policies or prior workspaces for tailored assistance.
  • Follow up: You can ask Cara to clarify or expand on answers instantly.