Is this workflow ready for AI self-service?
Pick one workflow — a dispute, a status question, an intake — and answer eight questions. You get an instant result and the first step that fits. Nothing is sent anywhere.
Does this workflow repeat at high volume?
Hundreds of similar requests a month — status questions, waivers, disputes, intake.
Are the rules that decide the outcome written down?
Policy, eligibility criteria, and dollar thresholds your team already applies.
Can the answer be checked against a system of record?
Core banking, claims, EHR, billing, or case management — where the truth lives.
Is there a clear point where a person must take over?
A threshold, an exception, or a request type that always needs a human.
Would an examiner or auditor need to see why each answer was given?
Consumer-facing decisions, regulated disclosures, or anything that could be disputed later.
Does the workflow touch sensitive data you must protect?
Account data, PII, PHI, or payment details.
Do people ask for it outside business hours or across channels?
Chat, app, voice, SMS, or email — at 2 a.m. as often as 2 p.m.
Is there one owner who can sign off on the rules?
An operations, CX, or compliance lead who can approve the policy the core enforces.
Take your result into a walkthrough
A live walkthrough, not a slide deck — a real request resolved end-to-end, with the full audit trail replayed on screen.