AI document checks
Add AI‑assisted document validation to your workflow. Automate and customise document review and validation with your own prompts.
This task lets you implement document checks on any file—whether it’s uploaded by a customer in the portal or added by your team to a case.
As soon as a user uploads a document, it’s analysed in real time. They get immediate, actionable feedback and remain in control of the final submission.
Once they have submitted the case, the task will alert you of any checks the portal user dismissed, and have any new team-uploaded documents analyzed instantly.
Auto-validation
Choose to auto-validate or auto-reject your documents based on these checks, so AI handles the heavy lifting while your team focuses on edge cases and judgment calls.
Fully customizable, powered by AI
These checks are powered by AI, and you have the flexibility to customise the prompt. This allows you to tailor the analysis and validation instructions entirely in human language to meet your specific needs.
Updated 4 days ago