> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Cara Directly

> Ask Cara any insurance questions via a chat interface

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.

<Note>
  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.
</Note>

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.

<Frame caption="Ask Cara Directly">
  <img src="https://mintcdn.com/oystertechnologiesinc/PY1gFhJpMuuYvPFQ/Group1(3).png?fit=max&auto=format&n=PY1gFhJpMuuYvPFQ&q=85&s=126354c21fdd4e8f14783ec7eef884b6" alt="Group1(3) Pn" width="3574" height="2008" data-path="Group1(3).png" />
</Frame>

### Example Use Cases

You can ask Cara to help with a wide range of tasks—here are some common examples to get you started.

<AccordionGroup>
  <Accordion title="Web Research">
    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?"
  </Accordion>

  <Accordion title="Email Draft">
    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."
  </Accordion>

  <Accordion title="Document Highlights">
    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."
  </Accordion>

  <Accordion title="Push and Pull Customer Data">
    Ask Cara to interact with integrations and help you find information quickly

    **Example 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"
  </Accordion>
</AccordionGroup>

### 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.