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Used for handling customer questions, requests, or minor configuration changes.

A customer has requested for a new project to be investigated.

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<ul><li>Visual workflow builder (Flowable) for multi-step processes: Approvals, Claims, Payments, Receipts, Variations, Renewals</li><li>Auto-propagate defaults (contract start, employer, banking details, budget profiles)</li><li>Agentic Workflow Copilot: suggests routing, resolves exceptions, and escalates tasks.</li></ul>

Workflow Automation & Intelligent Defaults

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Workflow Automation & Intelligent Defaults

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