Next-best actions, based on what your documents say.
Recommend will turn extracted data and risk signals into suggested next steps: which case to review first, which document to ask for, which customer to call.
Why Recommend
Once the data is extracted and checked, teams still decide by habit what to do next. The signals are there, but nobody has time to rank them.
Recommend is on our roadmap. Tell us about your use case and help shape what we build first.
What Recommend will do.
Prioritised work queues
Rank applications, claims or client files by urgency, completeness and risk.
Missing-document prompts
Know which document to ask for next, and ask for it automatically through Assist.
Eligibility hints
For lenders: suggest products a customer may qualify for, based on verified data.
Explained recommendations
Every suggestion shows the data behind it, so your team can accept or reject it with a reason.
Your rules first
Your policies and limits act as guardrails. Recommend works inside them.
Outputs
- Ranked queues in your review screen
- API for your own systems
- Prompts sent through Assist
Works with the other modules.
Tell us what Recommend should do for you.
Recommend is not available yet. Tell us your use case, and we will contact you when we start building it with early users.