Overview

The Smokeball integration allows Supio to automatically sync cases from a customer's CMS into Supio twice daily. Once synced, case files and basic information become available in Supio for document intelligence and AI-powered analysis.

Setup Steps

Step 1: Install the Integration

Navigate to Apps
Scroll down and locate Smokeball
Click Install
Click Connect to authorize the connection

Step 2: Reach out to Supio Support or your Customer Success Manager

Once you have installed the Smokeball connector within Supio, reach out to support@supio.com or your Customer Success Manager so we can enable the data sync.

Step 3: Configure Cases for Syncing

Cases are synced based on a task trigger in Smokeball. Within Smokeball:

Open any case in Smokeball that you want synced to Supio and navigate to the “Tasks” tag.
Add a task to the case that includes the word "supio" in the task name (the word is case-insensitive)
A team member must be set for the task - we recommend assigning the task to yourself.
Optionally, add categories to the task to specify what artifacts you want Supio to generate.

Supported Supio Categories

Output	Description
Supio-Deep-Dive	AI chat and case analysis
Supio-Chronology	Medical chronology
Supio-Liability-Demand	Liability demand letter
Supio-UM-Demand	Uninsured motorist demand letter
Supio-UIM-Demand	Underinsured motorist demand letter

Sync Behavior

Supio checks for cases twice per day (every 12 hours)
Once a case is synced, all associated files and basic case information will appear in the case in Supio.
You can then use Supio's document intelligence features to analyze the case

Troubleshooting / Common Questions

Issue	Resolution
Case not appearing in Supio	Confirm the task includes the word "Supio" and that CSM has enabled the integration on the backend
Integration not connecting	Re-attempt the Connect step in step 1 and verify credentials
Outputs not generated	Ensure the desired outputs (Deep-Dive, Chronology, Demand-Letter) are specified in the task categories