Use cases

Start from the job

Each prism is a set of questions for one job a team already does by hand: checking calls, sorting an inbox, reading repair reports. Try one on its example, then on a file of your own.

Use case pages

Check every call against your rules, not 2% of them

Prismlet reads the transcript of every save-desk, sales and collections call and answers the questions your QA team now answers by hand. Your reviewers listen to the calls with a gap instead of a random sample.

  • Customer service
  • Complaints and conduct
  • Sales and marketing
  • Collections and finance operations
  • Telecom
  • Software
  • Retail
  • Energy
  • Lending
  • Banking
  • Healthcare
  • Insurance

Fix time entries before the bill goes out

Prismlet checks each time entry against your client's billing guidelines as a lawyer saves it, and flags block billing, vague wording and work the client won't pay for. Billing coordinators can start the pre-bill review from the flagged lines instead of the whole bill.

  • Collections and finance operations
  • Legal
  • Legal services

Find the complaints nobody logs

Prismlet reads every call, chat and email to your bank or lender against your complaint definition, UK or US, and answers the same questions your complaints team now works out by hand. It flags a complaint the agent fixed but never handled as one, even when the customer never used the word.

  • Complaints and conduct
  • Customer service
  • Banking
  • Lending

Honour opt-outs however the customer words them

Prismlet reads each reply your keyword rule did not catch and answers whether it asks you to stop, however it is worded, and how far the request goes. Replies where the wish to stop is unclear are marked for a person to read.

  • Sales and marketing
  • Complaints and conduct
  • Any industry

Catch the messages that change what collections may do next

Prismlet reads each written message from a customer in arrears for a stop request, an attorney, a debt adviser, an insolvency or a death. Your system can place a contact hold on any of them, for a person to confirm or release.

  • Collections and finance operations
  • Complaints and conduct
  • Lending
  • Banking

Sort the claims inbox before a handler opens it

Prismlet reads every email and scanned letter to the claims mailbox and works out what it is, whether it is a complaint, whether it sets a deadline to pay or act, and how urgent it is, as it arrives. Every legal and complaint flag is for a person to confirm, and your indexing team can start from the items the answers are unsure about instead of opening every one first.

  • Claims and underwriting
  • Operations
  • Insurance

Fix vague goods descriptions before the customs filing

Prismlet reads each goods line against the EU standard that a description must be precise enough for customs to identify the goods, before the entry summary declaration is filed. Filers get the reason to send back to the shipper, and goods that are often dangerous in transport are flagged for your dangerous goods desk to check.

  • Operations
  • Logistics

Find the damp, mould and hazards in every repair report

Prismlet reads every repair report as it arrives, by phone note, portal, email or webchat, and sorts it by hazard type and how serious it looks, with a trade, for a surveyor to confirm. Under Awaab's Law, social landlords in England must investigate an emergency hazard and make it safe within 24 hours, and investigate a potential significant damp or mould hazard within 10 working days, so every report needs the same read on the day it lands.

  • Operations
  • Complaints and conduct
  • Public sector

Catch replies that break your policy before they go

Prismlet checks each agent's draft against the customer's message and your written reply policy before it is sent. Each flag names the rule the draft may break, for the agent to fix or a supervisor to approve.

  • Customer service
  • Any industry

Check every complaint letter before it goes out

Prismlet checks every draft final response against the complaint as it was logged, and flags a letter that leaves a point unanswered before it goes out. QA can read the flagged letters instead of a random few pulled after the fact.

  • Complaints and conduct
  • Banking
  • Lending
  • Insurance

An inbox that routes itself

Prismlet reads each email or ticket as it lands and answers who should own it, what the sender wants and how urgent it is. Your own system uses the answer to send it to the right queue, and a person checks anything the answers are unsure about.

  • Customer service
  • Operations
  • Claims and underwriting
  • Public sector
  • Software
  • Retail
  • Insurance
  • Logistics
Browse by

Customer service

Read every ticket, call and chat for what it needs.

Complaints11 questionsFind the complaints customers never call complaints (UK)Reads every call, chat and email against the complaint definition (the FCA's by default, or your own) and files each likely complaint by product and cause.BankingLendingUse case pageCustomer service12 questionsCatch replies that break your policy or miss the questionChecks an agent's draft against the customer's message before sending: one question per rule of your reply policy, plus whether it answers what was asked.Any industryUse case pageCustomer service9 questionsCheck every cancellation was handled by the rulesUS and UK rules. Finds save-desk calls and chats where the agent pushed past a clear no, added a hurdle or left no outcome. It never blocks a cancellation.TelecomSoftwareRetailUse case pageCustomer service10 questionsSort a shared inbox by team, urgent ones firstEach email, form or ticket gets a team, what the sender wants and an urgency, with flags for a person first. The council teams are an example to replace.Public sectorUse case pageAI product11 questionsCheck each AI reply against your policy before it is sentOne call reads the assistant's draft against the sources it retrieved and your policy, so code can send it, regenerate it or hold it for a person.Any industryCustomer service10 questionsPick the wrap-up code for every contact from your own listPicks the wrap-up code from your list when a contact closes and says if it was avoidable, for the agent to confirm. The codes are an example to replace.Any industryCustomer service8 questionsFind the tickets marked solved that are notReads the thread when a ticket is set to Solved and says whether it was fixed, what the customer last said and what is open. An agent can always override.Any industryComplaints11 questionsNotice when a customer tells you they are vulnerableUK rules. Reads calls, chats and emails for what customers say about health, life events, money or capability, so a trained person can offer support.EnergyTelecomBankingLendingInsuranceComplaints10 questionsSpot when a customer invokes a legal rightEU, UK and US rules. Reads each contact for a payment dispute, data request, cancellation or hardship request. People check validity and identity.BankingLendingSoftwareTelecomCustomer service12 questionsScore every call, chat and email on your QA scorecardAnswers each line of your QA scorecard on every conversation, so QA analysts review the ones that need it. Nothing here decides anything about an agent.Any industryCustomer service7 questionsSend every support ticket to the right team with its urgencyEach ticket gets a team, what the customer wants and an urgency, with flags for a person, missing details and safety. The teams are an example to replace.SoftwareRetailUse case pageAI product11 questionsHand the chat to a person before the bot loses the customerAfter each customer message, reads the chat so far and says whether the bot should carry on, offer a person or hand over. Run it alongside the next reply.Any industryAI product10 questionsGrade every answer your AI gives, not a sampleGrades each finished AI conversation: how it ended, whether answers match sources, loops, ignored requests for a person. Reviewers read the flagged ones.Any industrySales and marketing9 questionsSort every mention: crisis, complaint, lead, praise, spamReads mentions and comments for safety reports, fake support accounts, complaints and leads. It suggests hiding spam for a moderator, never complaints.RetailTravelTelecomBankingFraud and risk11 questionsSpot a customer being coached by a scammer mid-conversationUK rules. Reads a fraud chat or call every few turns for signs someone else is steering the customer. Signals for a trained person, not a payment decision.BankingTrust and safety10 questionsFind and sort the privacy requests in your inboxesReads emails, chats and tickets for a request to see, delete, correct or stop using data, which right and whose. Code starts the clock; a person acts.Any industryTrust and safety8 questionsFind injury and hazard reports in reviews and returnsReads reviews, returns, contacts and warranty claims for harm or near harm and names the hazard for your safety team. It never decides what to report.RetailMarketplacesCustomer service8 questionsSort delivery problems so the right fix starts firstReads each delivery message for what went wrong and what the customer wants, so code starts the right flow. Health and safety reports go to a person first.RetailMarketplacesLogisticsCustomer service10 questionsRoute patient messages, listed symptoms to a nurse firstRoutes each portal message and flags listed symptoms or self-harm language for a nurse. It routes only, gives no medical advice; a person reads each one.HealthcareCustomer service9 questionsSort booking changes, cancellations and refund requestsEach traveller message gets its request, who caused it, and flags for travel soon or a card dispute threat. It never decides if a refund or waiver is owed.TravelOperations7 questionsPut gas, electrical and sewage dangers in front of a personGB energy supplier. Reads written contacts for gas smells, CO, electrical danger or sewage, now or not. It detects no leaks and tells no one they are safe.EnergyComplaints12 questionsFind the complaints in every call, chat and email (US)US rules. Reads each contact against your complaint definition (the CFPB's by default), files it by product and issue, and flags regulator threats.BankingLendingUse case pageOperations11 questionsRoute forwarder emails to the right desk, held cargo firstEach forwarder email gets its request, mode and urgency, with flags for customs holds, missed cut-offs and dangerous goods. The desks are an example.LogisticsUse case pageAI product8 questionsCheck your AI agent's tool calls before they runReads your agent's proposed tool call and the chat: did the customer ask, do results back it, does policy want a person first. Code still enforces limits.Any industryCustomer service11 questionsTurn passenger assistance requests into service codesReads each request for mobility, sight, hearing, dog, device and medical needs, so the desk confirms service codes. It never judges fitness to fly.TravelClaims8 questionsSort bag claims by what went wrong and the proof attachedReads each bag claim for the problem, a match with the airport report and the receipts and photos sent. Limits and payments stay with people.TravelCollections and finance11 questionsSort energy billing disputes and spot possible back-billsHousehold energy in Great Britain. Gives each billing contact a dispute type and flags signs of long-estimated bills. Code works out the 12-month limit.EnergyCustomer service11 questionsKnow why subscribers cancel, from what they typeReads the cancel page text box for the main reason, one the dropdown missed and a fixable problem, so you count real reasons. Cancelling stays one click.RetailSoftwareTelecomCustomer service10 questionsCheck disruption messages for passenger rightsChecks each delay or cancellation message for refund options, the rights notice, the cause, care and leftover template text. A person decides.TravelCustomer service10 questionsSpot a new problem in the first 20 tickets, not 2,000Tags each new ticket with symptom, service area, platform and whether it followed a change. Your code counts the tags by the hour and raises the alert.RetailSoftwareTelecomCustomer service11 questionsStop escalations that reach tier 2 without what it needsWhen an agent presses Escalate, checks the note and chat against the receiving team's checklist, so the agent adds what is missing. They can still send it.SoftwareTelecomCustomer service11 questionsSort flight compensation claims before a handler reads themEU261 and UK261. Reads each claim for what happened, who files, what they ask and took instead, receipts and court threats. Your rules decide eligibility.TravelCustomer service11 questionsTriage broadband and phone fault reportsGives each fault report a service, symptom, likely fault location and route, and flags medical alarms, repeats and complaints. Line tests stay the truth.TelecomCollections and finance9 questionsFind patients who say they cannot pay their bill (US)US rules. Reads billing calls, messages and letters for inability to pay, insurance trouble, surprise bills and disputes. It never decides eligibility.HealthcareOperations9 questionsFind the power cut messages that need a personGB electricity networks. Reads each power cut message for a hazard, medical equipment, a person at risk and what they want, so a person sees those first.EnergyCustomer service9 questionsFind prepayment customers off supply or going withoutGB household energy. Reads each prepay contact for no supply, low credit, not topping up, medical equipment and support needs. It never adds credit.EnergyFraud and risk12 questionsCatch SIM swap, port-out and MFA reset social engineeringReads a store note, chat or call before a SIM swap, port-out or reset for pressure, third parties and dodged checks. It will not catch every takeover.Any industryCustomer service8 questionsCheck AI call summaries against the call before savingCompares each AI-written call summary with the transcript: anything invented, a complaint, support need or promise left out, a wrong outcome.Any industryAI product9 questionsTurn a customer's message into the action your bot needsReads a chat or voice message into an action and its options: which delivery, which day, week and slot. Code works out the dates; unsure means ask back.RetailLogistics

Complaints and conduct

Find the complaint, the missing disclosure and the vulnerable customer in every contact.

Complaints11 questionsFind the complaints customers never call complaints (UK)Reads every call, chat and email against the complaint definition (the FCA's by default, or your own) and files each likely complaint by product and cause.BankingLendingUse case pageComplaints11 questionsCheck complaint response letters before they go out (UK)Finds the point the letter never answered, an unclear outcome and missing referral rights, against the rules in the context (FCA DISP by default).BankingLendingInsuranceUse case pageCustomer service9 questionsCheck every cancellation was handled by the rulesUS and UK rules. Finds save-desk calls and chats where the agent pushed past a clear no, added a hurdle or left no outcome. It never blocks a cancellation.TelecomSoftwareRetailUse case pageComplaints13 questionsCheck every sales call for the disclosures it must includeUS broadband and mobile, UK energy and broadband. Finds sales calls with a missing disclosure, a misleading claim or doubtful agreement, for a person.TelecomEnergyUse case pageCollections and finance13 questionsCheck every debt call for the protections customers must getUK and US rules. Checks each collections call for disputes, Breathing Space, advisers, contact limits, affordability and pressure, for a person to review.EnergyTelecomLendingBankingUse case pageCollections and finance12 questionsCatch messages that change what collections may do (US)US rules. Finds a stop request, an attorney, a bankruptcy, a death, active duty, a dispute or hardship, so code can hold the account and a person confirms.LendingBankingUse case pageCollections and finance12 questionsCatch messages that change what collections may do (UK)UK rules. Finds a stop request, adviser, breathing space, insolvency, death, dispute or money trouble, so code holds the account and a person confirms.LendingBankingUse case pageSales and marketing10 questionsHonour opt-outs however the customer words themReads the replies your keyword rule misses for a stop request, how far it goes and whether they asked before. US TCPA, with UK and EU rules in the context.Any industryUse case pageComplaints11 questionsNotice when a customer tells you they are vulnerableUK rules. Reads calls, chats and emails for what customers say about health, life events, money or capability, so a trained person can offer support.EnergyTelecomBankingLendingInsuranceComplaints10 questionsSpot when a customer invokes a legal rightEU, UK and US rules. Reads each contact for a payment dispute, data request, cancellation or hardship request. People check validity and identity.BankingLendingSoftwareTelecomLegal9 questionsCheck listing copy for fair housing problems (US)US rules. Reads each sale or rental listing for a stated or implied preference by a protected class, and for claims needing proof. A person decides.Real estateComplaints11 questionsSort Medicare plan appeals, grievances and coverage requestsUS Medicare Advantage and Part D plans. Gives each request its process and a fast-decision flag for a coordinator to confirm. It never decides coverage.HealthcareInsuranceComplaints8 questionsFind adverse events in patient support calls and notesReads patient support calls, notes and emails for possible adverse events and the report elements present. It never judges seriousness or causality.PharmaComplaints13 questionsCheck Medicare Advantage sales calls for their disclaimersFor US Medicare Advantage and Part D sales. Finds calls with a missing disclaimer, a skipped enrollment step, a misleading claim or a confused caller.HealthcareInsuranceUse case pageComplaints12 questionsFind the complaints in every call, chat and email (US)US rules. Reads each contact against your complaint definition (the CFPB's by default), files it by product and issue, and flags regulator threats.BankingLendingUse case pageComplaints10 questionsCheck complaint response letters before they go out (US)US rules. Finds an unanswered point, an unclear outcome, a missing document-request right and a payment tied to a release, against your policy.BankingLendingUse case pageOperations11 questionsCheck the Awaab's Law summary against the surveyor's notesEngland. Flags a summary letter that drops a finding or work from the notes, lacks a timeframe or contact, or blames the tenant. It checks the letter only.Public sectorUse case pageClaims8 questionsCatch the client emails your insurer must hear aboutReads each client email for a claim, a circumstance, a business or policy change, and a client playing it down. The handler decides what to notify.InsuranceClaims12 questionsCheck claim decline and offer letters before they go outReads each decline or offer beside the claim file: term named, reasons fit, facts match, complaint rights given (UK by default). It never decides a claim.InsuranceCustomer service10 questionsCheck disruption messages for passenger rightsChecks each delay or cancellation message for refund options, the rights notice, the cause, care and leftover template text. A person decides.TravelComplaints10 questionsScreen literature hits for case reports and safety findingsReads each hit's title and abstract for article type, product mention, a patient, an adverse effect and safety findings. It never judges causality.PharmaFraud and risk12 questionsReview a merchant's website before it takes card paymentsReads a merchant's site text for what it sells, whether that fits the application, prohibited goods and missing refund details. An underwriter decides.BankingMarketplacesCustomer service9 questionsFind prepayment customers off supply or going withoutGB household energy. Reads each prepay contact for no supply, low credit, not topping up, medical equipment and support needs. It never adds credit.EnergyLegal9 questionsFlag the regulator updates that touch your firmJudges each regulator update against your firm's profile: does it apply, which business line and topic, what work it may cause. Compliance decides.BankingLegal8 questionsRank regulated cases for an analystInsurer SFCR summaries checked against the Solvency II rules, so analysts start with the reports that need them. The analyst still decides.InsuranceCustomer service8 questionsCheck AI call summaries against the call before savingCompares each AI-written call summary with the transcript: anything invented, a complaint, support need or promise left out, a wrong outcome.Any industry

Fraud and risk

Read what comes in for the signs a person should look at first.

Fraud and risk9 questionsRead what the payer says a payment is forReads the payer's own words at payment for scam stories and mule signs. Signals for your fraud rules and fraud team, never a block on their own.BankingFraud and risk11 questionsSpot a customer being coached by a scammer mid-conversationUK rules. Reads a fraud chat or call every few turns for signs someone else is steering the customer. Signals for a trained person, not a payment decision.BankingFraud and risk9 questionsSort payment dispute claims by what really happenedUK, EU and US rules. Tells fraud from scams, merchant failures and unknown names, and flags words that contradict the form. People decide liability.BankingCollections and finance8 questionsCatch bank-detail changes so the call-back rule firesReads each request that touches where money goes, so your call-back rule fires on disguised changes. It never replaces the call-back or approves a change.Any industryTrust and safety8 questionsCatch scams and off-platform deals in buyer-seller messagesReads each chat message before delivery for fake payment notices, card or code requests, and moves off platform. It holds or warns, never deletes.MarketplacesFraud and risk7 questionsTell namesakes from real adverse media hitsReads each screening hit next to your customer record: do the details fit, what part the person plays, what wrongdoing it shows. Only an analyst concludes.BankingFraud and risk11 questionsGet each APP scam claim ready for the handler who decides itUK rules. Reads the victim's account so the claim reaches the right team, and flags an ongoing scam or a need for support. A handler decides every claim.BankingCollections and finance10 questionsCheck the merchant's evidence fits the chargeback reasonReads a merchant's rebuttal and evidence against the dispute reason, so a mismatch goes back to the merchant in time. Your team builds the file; it decides no dispute.BankingRetailFraud and risk9 questionsCheck references on incoming payments for mule signsUK rules. Reads each incoming payment reference against the account's purpose for scam stories and money passed on. One reference never freezes an account.BankingFraud and risk12 questionsReview a merchant's website before it takes card paymentsReads a merchant's site text for what it sells, whether that fits the application, prohibited goods and missing refund details. An underwriter decides.BankingMarketplacesTrust and safety8 questionsRead every payment note for drugs, gambling, abuse and scamsReads each person-to-person payment note before the recipient sees it and holds a threatening one for a person to check. One note never closes an account.BankingOperations5 questionsTurn "what is this payment for" into a purpose codeMaps the sender's own words to the destination's purpose list and says when they are vague or name two purposes. The sender confirms the purpose.BankingFraud and risk12 questionsCatch SIM swap, port-out and MFA reset social engineeringReads a store note, chat or call before a SIM swap, port-out or reset for pressure, third parties and dodged checks. It will not catch every takeover.Any industryFraud and risk5 questionsSuggest a merchant category code from what a business doesSuggests a card scheme category code from what a business says it does, with its group to fall back on when unsure. An underwriter confirms each code.Banking

Collections and finance operations

Prepare the review. People still make the call.

Collections and finance13 questionsCheck every debt call for the protections customers must getUK and US rules. Checks each collections call for disputes, Breathing Space, advisers, contact limits, affordability and pressure, for a person to review.EnergyTelecomLendingBankingUse case pageCollections and finance12 questionsCatch messages that change what collections may do (US)US rules. Finds a stop request, an attorney, a bankruptcy, a death, active duty, a dispute or hardship, so code can hold the account and a person confirms.LendingBankingUse case pageCollections and finance12 questionsCatch messages that change what collections may do (UK)UK rules. Finds a stop request, adviser, breathing space, insolvency, death, dispute or money trouble, so code holds the account and a person confirms.LendingBankingUse case pageCollections and finance10 questionsFix time entries before the bill goes outChecks each time entry against the client's billing guidelines as the lawyer saves it, and suggests UTBMS codes. It flags; the lawyer rewrites.Legal servicesUse case pageFraud and risk9 questionsSort payment dispute claims by what really happenedUK, EU and US rules. Tells fraud from scams, merchant failures and unknown names, and flags words that contradict the form. People decide liability.BankingCollections and finance9 questionsAct on every reply to your payment remindersFor business customers. Reads each reminder reply for a promise, a dispute and its reason, a missing invoice or a remittance. The reasons are an example.Any industryCollections and finance7 questionsSort the AP inbox: invoices, queries and payment changesEach AP email gets what it sends or asks, with flags for a supply stop, a legal threat, a resent invoice and a bank change. The queues are an example.Any industryCollections and finance8 questionsCatch bank-detail changes so the call-back rule firesReads each request that touches where money goes, so your call-back rule fires on disguised changes. It never replaces the call-back or approves a change.Any industryClaims9 questionsFind the recoveries hiding in your claim notesReads claim notes for another party who may have caused the loss, the evidence and anything barring recovery. The recoveries team decides every referral.InsuranceCollections and finance11 questionsSort energy billing disputes and spot possible back-billsHousehold energy in Great Britain. Gives each billing contact a dispute type and flags signs of long-estimated bills. Code works out the 12-month limit.EnergyCollections and finance10 questionsCheck the merchant's evidence fits the chargeback reasonReads a merchant's rebuttal and evidence against the dispute reason, so a mismatch goes back to the merchant in time. Your team builds the file; it decides no dispute.BankingRetailCollections and finance8 questionsCheck expense lines against your written policyReads each expense line's purpose, receipt and attendees against your policy's judgment rules. It never rejects a claim; code checks the amounts.Any industryCollections and finance9 questionsFind patients who say they cannot pay their bill (US)US rules. Reads billing calls, messages and letters for inability to pay, insurance trouble, surprise bills and disputes. It never decides eligibility.HealthcareLegal10 questionsCheck outside counsel invoice lines against your guidelinesReads each line of a law firm's invoice against your billing guidelines and points the approver at lines worth a query. It never cuts a bill itself.Any industryUse case pageOperations9 questionsSend every purchase request down the right approval pathReads what an employee wants to buy and why, picks the spend category and flags privacy, security, AI, safety or late reviews. Amounts stay in code.Any industryData6 questionsCategorise bank transactionsCryptic statement lines into spend categories you can report on.Banking

Claims and underwriting

Sort the claim, the report and the file before an adjuster opens it.

Claims10 questionsSort the claims inboxEach claims email and scanned letter gets its type, a complaint flag, a legal flag and an urgency before anyone opens it. A person confirms every flag.InsuranceUse case pageOperations8 questionsCatch damage and shortage notes on signed delivery receiptsReads each delivery receipt remark for a shortage, damage, a refusal or only "subject to inspection", so claims open early. It decides no liability.LogisticsRetailClaims10 questionsTriage new claims and suggest a fast track for simple onesEach first notice of loss gets cause, injury, other-party, safety and ongoing-damage flags and a complexity. Fast track is a suggestion, never a decision.InsuranceClaims8 questionsSort broker submissions by fit with your appetiteReads each broker submission against your appetite: class, fit, exclusions, quotability, claims history. An underwriter decides; people send declines.InsuranceClaims7 questionsSpot claims where service broke down or legal action loomsUK and US rules. Reads claimant emails, calls and notes for a representative, legal action, demands and court papers. It never discourages anyone from taking legal advice.InsuranceClaims9 questionsFind the recoveries hiding in your claim notesReads claim notes for another party who may have caused the loss, the evidence and anything barring recovery. The recoveries team decides every referral.InsuranceOperations10 questionsRoute the broker inbox: submissions, binds, changes, claimsEach broker email gets its request and urgency, with flags for binds, cover due today, claims, chasers and complaints. Only an underwriter binds.InsuranceUse case pageClaims12 questionsSort the claims inbox (US)US rules. Each claims email or letter gets its type, an urgency and flags for complaints, regulators, attorneys, adjusters and demands. A person confirms.InsuranceUse case pageClaims8 questionsSort bag claims by what went wrong and the proof attachedReads each bag claim for the problem, a match with the airport report and the receipts and photos sent. Limits and payments stay with people.TravelClaims8 questionsCatch the client emails your insurer must hear aboutReads each client email for a claim, a circumstance, a business or policy change, and a client playing it down. The handler decides what to notify.InsuranceClaims12 questionsCheck claim decline and offer letters before they go outReads each decline or offer beside the claim file: term named, reasons fit, facts match, complaint rights given (UK by default). It never decides a claim.InsuranceClaims10 questionsTriage cyber hotline calls, attacks in progress firstEach hotline call, email or notice gets an incident type, an urgency and flags for a live attack, ransom and data. It never advises on paying a ransom.InsuranceClaims11 questionsCheck freight claims have what a written claim needs (US)US rules. Checks each cargo claim for the three elements under 49 CFR 370, the loss type, delivery notes and proof. Claims staff decide liability.LogisticsClaims8 questionsSpot the big claims on day one, not at the reserve reviewReads the first notice and early notes for serious injuries, a total loss or a business stopped, and how large it could get. A senior handler reads alerts.InsuranceClaims6 questionsCode bordereau loss descriptions to your cause-of-loss listEach loss description in a bordereau gets a cause code from your list, named events, weather and injury flags, and a flag for risks outside the binder.Insurance

Trust, safety and privacy

Spot what needs a human before it becomes a problem.

Trust and safety7 questionsCatch listings whose condition and description disagreeReads the description against the condition the seller picked, as the listing is saved. The seller sees a prompt and keeps the final choice.MarketplacesRetailComplaints10 questionsSpot when a customer invokes a legal rightEU, UK and US rules. Reads each contact for a payment dispute, data request, cancellation or hardship request. People check validity and identity.BankingLendingSoftwareTelecomTrust and safety10 questionsFind and sort the privacy requests in your inboxesReads emails, chats and tickets for a request to see, delete, correct or stop using data, which right and whose. Code starts the clock; a person acts.Any industryTrust and safety10 questionsPut the worst user reports first in the moderation queueGives each user report or legal notice your rule, a severity and flags for imminent harm and child safety. It orders the queue; moderators decide.MarketplacesSoftwareTrust and safety8 questionsCatch scams and off-platform deals in buyer-seller messagesReads each chat message before delivery for fake payment notices, card or code requests, and moves off platform. It holds or warns, never deletes.MarketplacesTrust and safety9 questionsCheck every listing against your rules before it goes liveReads each listing against your restricted items policy and EU product safety details, and suggests publish, fix or review. It never removes a listing.MarketplacesRetailOperations7 questionsFlag age-restricted and dangerous goods productsReads each product, kit contents too, for age limits, batteries, gases and chemicals. It never classifies dangerous goods or clears a product.RetailMarketplacesTrust and safety8 questionsFind injury and hazard reports in reviews and returnsReads reviews, returns, contacts and warranty claims for harm or near harm and names the hazard for your safety team. It never decides what to report.RetailMarketplacesTrust and safety10 questionsFind the chat messages a moderator needs, not the trash talkReads each chat message after it is sent, with context, against your conduct rules and suggests leave, log, hold or escalate. A moderator decides.SoftwareTrust and safety8 questionsRead every payment note for drugs, gambling, abuse and scamsReads each person-to-person payment note before the recipient sees it and holds a threatening one for a person to check. One note never closes an account.BankingTrust and safety9 questionsFlag incident reports that may be notifiable breachesReads each staff incident report for what happened, the data involved, whether it left and if it is contained. The privacy team decides on notifying.Any industryTrust and safety11 questionsCheck reviews against your policy before they go liveUS and UK rules. A low rating or harsh opinion never holds a review, and each hold has a reason. Text only: fake review evidence stays with fraud tools.RetailMarketplacesTrust and safety9 questionsRoute sensitive messages to the response your policy setsPicks the response your policy sets for messages to your AI about self-harm, emergencies, health, law or illegal help. Not clinical or crisis advice.SoftwareData5 questionsFind personal data in free-text columnsBefore a dataset is shared, check each field for names, contact details or health information.Any industry

Operations

Sort incoming work so people spend time on the case, not on finding it.

Claims10 questionsSort the claims inboxEach claims email and scanned letter gets its type, a complaint flag, a legal flag and an urgency before anyone opens it. A person confirms every flag.InsuranceUse case pageOperations11 questionsFind damp, mould and emergency hazards in repair reportsSorts each repair report by Awaab's Law hazard type and level, with a trade, for a surveyor to confirm. Written for social landlords in England.Public sectorUse case pageCustomer service10 questionsSort a shared inbox by team, urgent ones firstEach email, form or ticket gets a team, what the sender wants and an urgency, with flags for a person first. The council teams are an example to replace.Public sectorUse case pageOperations9 questionsCatch vague goods descriptions before the ICS2 filingChecks each goods line against the EU ICS2 description standard, with a reason for the shipper and a dangerous goods flag. It never rewrites a line.LogisticsUse case pageCustomer service12 questionsScore every call, chat and email on your QA scorecardAnswers each line of your QA scorecard on every conversation, so QA analysts review the ones that need it. Nothing here decides anything about an agent.Any industryCollections and finance7 questionsSort the AP inbox: invoices, queries and payment changesEach AP email gets what it sends or asks, with flags for a supply stop, a legal threat, a resent invoice and a bank change. The queues are an example.Any industryOperations7 questionsFlag age-restricted and dangerous goods productsReads each product, kit contents too, for age limits, batteries, gases and chemicals. It never classifies dangerous goods or clears a product.RetailMarketplacesCustomer service8 questionsSort delivery problems so the right fix starts firstReads each delivery message for what went wrong and what the customer wants, so code starts the right flow. Health and safety reports go to a person first.RetailMarketplacesLogisticsOperations7 questionsTurn return comments into codes that say whose fault it wasReads each return comment next to the reason picked and gives your return code, who caused it and which page detail misled. It never refuses a return.RetailOperations5 questionsFind what your product pages get wrong, from reviewsReads reviews, return comments and product questions and separates a product that fails from a page that overpromised. Your code counts them per product.RetailOperations8 questionsCatch damage and shortage notes on signed delivery receiptsReads each delivery receipt remark for a shortage, damage, a refusal or only "subject to inspection", so claims open early. It decides no liability.LogisticsRetailClaims10 questionsTriage new claims and suggest a fast track for simple onesEach first notice of loss gets cause, injury, other-party, safety and ongoing-damage flags and a complexity. Fast track is a suggestion, never a decision.InsuranceClaims8 questionsSort broker submissions by fit with your appetiteReads each broker submission against your appetite: class, fit, exclusions, quotability, claims history. An underwriter decides; people send declines.InsuranceOperations10 questionsRoute the broker inbox: submissions, binds, changes, claimsEach broker email gets its request and urgency, with flags for binds, cover due today, claims, chasers and complaints. Only an underwriter binds.InsuranceUse case pageClaims12 questionsSort the claims inbox (US)US rules. Each claims email or letter gets its type, an urgency and flags for complaints, regulators, attorneys, adjusters and demands. A person confirms.InsuranceUse case pageComplaints11 questionsSort Medicare plan appeals, grievances and coverage requestsUS Medicare Advantage and Part D plans. Gives each request its process and a fast-decision flag for a coordinator to confirm. It never decides coverage.HealthcareInsuranceCustomer service10 questionsRoute patient messages, listed symptoms to a nurse firstRoutes each portal message and flags listed symptoms or self-harm language for a nurse. It routes only, gives no medical advice; a person reads each one.HealthcareComplaints8 questionsFind adverse events in patient support calls and notesReads patient support calls, notes and emails for possible adverse events and the report elements present. It never judges seriousness or causality.PharmaOperations7 questionsPut gas, electrical and sewage dangers in front of a personGB energy supplier. Reads written contacts for gas smells, CO, electrical danger or sewage, now or not. It detects no leaks and tells no one they are safe.EnergyOperations11 questionsRoute forwarder emails to the right desk, held cargo firstEach forwarder email gets its request, mode and urgency, with flags for customs holds, missed cut-offs and dangerous goods. The desks are an example.LogisticsUse case pageCustomer service11 questionsTurn passenger assistance requests into service codesReads each request for mobility, sight, hearing, dog, device and medical needs, so the desk confirms service codes. It never judges fitness to fly.TravelOperations11 questionsCheck the Awaab's Law summary against the surveyor's notesEngland. Flags a summary letter that drops a finding or work from the notes, lacks a timeframe or contact, or blames the tenant. It checks the letter only.Public sectorUse case pageLegal8 questionsSort a law firm's matter inbox so nothing urgent waitsLabels each matter email and flags settlement offers, deadlines, client instructions and unhappy clients. It reads no dates and gives no advice.Legal servicesOperations10 questionsSort driver messages: failed deliveries, delays, breakdownsReads each driver message for what happened, whether to tell the customer or dispatch, and the charge it supports. It describes the load, never the driver.LogisticsRetailCustomer service10 questionsSpot a new problem in the first 20 tickets, not 2,000Tags each new ticket with symptom, service area, platform and whether it followed a change. Your code counts the tags by the hour and raises the alert.RetailSoftwareTelecomOperations9 questionsCheck engineer job notes against the closure codeFlags a closure code the notes do not back, a hazard with no action, an unproven no-access visit, an unexplained charge or hidden follow-on work.TelecomEnergyPublic sectorCustomer service11 questionsStop escalations that reach tier 2 without what it needsWhen an agent presses Escalate, checks the note and chat against the receiving team's checklist, so the agent adds what is missing. They can still send it.SoftwareTelecomCustomer service11 questionsSort flight compensation claims before a handler reads themEU261 and UK261. Reads each claim for what happened, who files, what they ask and took instead, receipts and court threats. Your rules decide eligibility.TravelCollections and finance8 questionsCheck expense lines against your written policyReads each expense line's purpose, receipt and attendees against your policy's judgment rules. It never rejects a claim; code checks the amounts.Any industryCustomer service11 questionsTriage broadband and phone fault reportsGives each fault report a service, symptom, likely fault location and route, and flags medical alarms, repeats and complaints. Line tests stay the truth.TelecomClaims11 questionsCheck freight claims have what a written claim needs (US)US rules. Checks each cargo claim for the three elements under 49 CFR 370, the loss type, delivery notes and proof. Claims staff decide liability.LogisticsSales and marketing12 questionsFind what a freight quote request is missingReads each spot quote request for the mode and every detail pricing needs, plus dangerous goods, so code asks for the gaps at once. It reads no values.LogisticsLegal8 questionsPrioritise new law firm enquiries and flag conflict checksReads each law firm enquiry for the matter type, how soon to call back, other parties named and private detail shared. Conflict checks stay with you.Legal servicesComplaints10 questionsScreen literature hits for case reports and safety findingsReads each hit's title and abstract for article type, product mention, a patient, an adverse effect and safety findings. It never judges causality.PharmaOperations9 questionsFind the power cut messages that need a personGB electricity networks. Reads each power cut message for a hazard, medical equipment, a person at risk and what they want, so a person sees those first.EnergyOperations9 questionsSend every purchase request down the right approval pathReads what an employee wants to buy and why, picks the spend category and flags privacy, security, AI, safety or late reviews. Amounts stay in code.Any industryOperations5 questionsTurn "what is this payment for" into a purpose codeMaps the sender's own words to the destination's purpose list and says when they are vague or name two purposes. The sender confirms the purpose.BankingOperations8 questionsCheck documents before a person reviews themChecks a supplier onboarding pack against your checklist, with missing items flagged up front.Any industryAI product7 questionsCheck every field your AI extracted against the documentOne call per field: is the value in the document, the right item, whole? Flagged fields go to a larger model or a person; code does the sums.Any industryData7 questionsTell whether two product records are the same itemCompares a seller offer with a product page: same product, related offer or different, with brand, model and variant checks. Code compares the sizes.RetailMarketplacesFraud and risk5 questionsSuggest a merchant category code from what a business doesSuggests a card scheme category code from what a business says it does, with its group to fall back on when unsure. An underwriter confirms each code.BankingData6 questionsCheck addresses before shippingSpot incomplete or odd addresses in an order export before the courier does.RetailLogistics

IT, HR and security

Route internal requests and read alerts and events the same way every time.

AI product9 questionsScreen what users send your AI before it acts on itChecks the request and content your assistant will read for instructions aimed at the AI, even hidden ones. A second layer; it will not stop every attack.Any industryIT, HR and security10 questionsSend every IT ticket to the right resolver groupPicks the resolver group from your list, tells incidents from requests, marks impact and flags security signs in login tickets. The groups are an example.Any industryIT, HR and security9 questionsSend every HR question to the right team or specialistSorts each HR message by topic and marks the ones for a specialist: a complaint, a speak-up report, a crisis, a records request. It decides nothing.Any industryIT, HR and security10 questionsTell which reported phishing emails are realReads each email staff report for what it wants, who it fakes and whether the reporter clicked. Text only: your mail tools still check links and files.Any industryClaims10 questionsTriage cyber hotline calls, attacks in progress firstEach hotline call, email or notice gets an incident type, an urgency and flags for a live attack, ransom and data. It never advises on paying a ransom.InsuranceTrust and safety9 questionsFlag incident reports that may be notifiable breachesReads each staff incident report for what happened, the data involved, whether it left and if it is contained. The privacy team decides on notifying.Any industryIT, HR and security7 questionsMatch security questionnaire questions to approved answersMatches each question to the fitting approved answer in your library and flags ones asking for documents or commitments. A person reviews every match.SoftwareFraud and risk12 questionsCatch SIM swap, port-out and MFA reset social engineeringReads a store note, chat or call before a SIM swap, port-out or reset for pressure, third parties and dodged checks. It will not catch every takeover.Any industryData6 questionsSort log lines and alertsWhich service, how bad, and whether customers feel it, on every alert, so on-call sees the one that matters.Software

Sales and marketing

Apply the same rules to every lead, review and piece of content.

Complaints13 questionsCheck every sales call for the disclosures it must includeUS broadband and mobile, UK energy and broadband. Finds sales calls with a missing disclosure, a misleading claim or doubtful agreement, for a person.TelecomEnergyUse case pageSales and marketing10 questionsHonour opt-outs however the customer words themReads the replies your keyword rule misses for a stop request, how far it goes and whether they asked before. US TCPA, with UK and EU rules in the context.Any industryUse case pageSales and marketing9 questionsSort every mention: crisis, complaint, lead, praise, spamReads mentions and comments for safety reports, fake support accounts, complaints and leads. It suggests hiding spam for a moderator, never complaints.RetailTravelTelecomBankingSales and marketing8 questionsSort sequence replies so reps open only those worth a callReads each reply to your sequences for interest, a meeting, a referral, a "not now", an objection or a stop request, using your own competitor lists.Any industrySales and marketing8 questionsQualify every inbound lead the same way every timeReads demo and contact form text for intent, need, role and timing, and sets aside students, vendors, job seekers and support requests.Any industrySales and marketing12 questionsCheck ads and posts for claims you cannot back upFlags superlatives, "free" without terms, price comparisons, green claims, missing #ad and finance promotions without warnings. US, UK and EU rules.RetailBankingMarketplacesOperations5 questionsFind what your product pages get wrong, from reviewsReads reviews, return comments and product questions and separates a product that fails from a page that overpromised. Your code counts them per product.RetailComplaints13 questionsCheck Medicare Advantage sales calls for their disclaimersFor US Medicare Advantage and Part D sales. Finds calls with a missing disclaimer, a skipped enrollment step, a misleading claim or a confused caller.HealthcareInsuranceUse case pageCustomer service11 questionsKnow why subscribers cancel, from what they typeReads the cancel page text box for the main reason, one the dropdown missed and a fixable problem, so you count real reasons. Cancelling stays one click.RetailSoftwareTelecomSales and marketing12 questionsFind what a freight quote request is missingReads each spot quote request for the mode and every detail pricing needs, plus dangerous goods, so code asks for the gaps at once. It reads no values.LogisticsIT, HR and security7 questionsMatch security questionnaire questions to approved answersMatches each question to the fitting approved answer in your library and flags ones asking for documents or commitments. A person reviews every match.SoftwareTrust and safety11 questionsCheck reviews against your policy before they go liveUS and UK rules. A low rating or harsh opinion never holds a review, and each hold has a reason. Text only: fake review evidence stays with fraud tools.RetailMarketplacesData5 questionsClean up job titlesThousands of free-text titles into department and seniority you can segment on.Any industry

Read clauses, filings and narratives against the rules before a lawyer does.

Collections and finance10 questionsFix time entries before the bill goes outChecks each time entry against the client's billing guidelines as the lawyer saves it, and suggests UTBMS codes. It flags; the lawyer rewrites.Legal servicesUse case pageSales and marketing12 questionsCheck ads and posts for claims you cannot back upFlags superlatives, "free" without terms, price comparisons, green claims, missing #ad and finance promotions without warnings. US, UK and EU rules.RetailBankingMarketplacesLegal9 questionsCheck listing copy for fair housing problems (US)US rules. Reads each sale or rental listing for a stated or implied preference by a protected class, and for claims needing proof. A person decides.Real estateTrust and safety10 questionsPut the worst user reports first in the moderation queueGives each user report or legal notice your rule, a severity and flags for imminent harm and child safety. It orders the queue; moderators decide.MarketplacesSoftwareClaims7 questionsSpot claims where service broke down or legal action loomsUK and US rules. Reads claimant emails, calls and notes for a representative, legal action, demands and court papers. It never discourages anyone from taking legal advice.InsuranceLegal12 questionsCheck contract clauses and NDAs against your playbookReads a clause, or a whole NDA, against your playbook: the position, who it favours, terms a lawyer must see. It never approves or redlines a contract.Any industryLegal10 questionsFlag likely privileged and responsive documents for a lawyerUS federal rules. Gives each document a responsiveness answer, the request it matches and signs of privilege or work product. A lawyer makes every call.Legal servicesLegal8 questionsSort a law firm's matter inbox so nothing urgent waitsLabels each matter email and flags settlement offers, deadlines, client instructions and unhappy clients. It reads no dates and gives no advice.Legal servicesLegal8 questionsRoute requests to legal to the right lawyer or a templateSorts each request to legal by type, urgency and risk, spots disputes and regulators, and says when a template covers it. It gives no legal advice.Any industryLegal8 questionsPrioritise new law firm enquiries and flag conflict checksReads each law firm enquiry for the matter type, how soon to call back, other parties named and private detail shared. Conflict checks stay with you.Legal servicesLegal10 questionsCheck outside counsel invoice lines against your guidelinesReads each line of a law firm's invoice against your billing guidelines and points the approver at lines worth a query. It never cuts a bill itself.Any industryUse case pageIT, HR and security7 questionsMatch security questionnaire questions to approved answersMatches each question to the fitting approved answer in your library and flags ones asking for documents or commitments. A person reviews every match.SoftwareLegal9 questionsFlag the regulator updates that touch your firmJudges each regulator update against your firm's profile: does it apply, which business line and topic, what work it may cause. Compliance decides.BankingOperations8 questionsCheck documents before a person reviews themChecks a supplier onboarding pack against your checklist, with missing items flagged up front.Any industryLegal8 questionsRank regulated cases for an analystInsurer SFCR summaries checked against the Solvency II rules, so analysts start with the reports that need them. The analyst still decides.InsuranceLegal7 questionsCheck that each citation in an AI draft backs its claimReads each claim in an AI-drafted memo against the source it cites: supports, contradicts or silent, and quotes used out of context. A lawyer signs off.Legal servicesSoftware

AI product and engineering

A fast, fixed-answer check in front of, behind, or between your other models.

AI product11 questionsCheck each AI reply against your policy before it is sentOne call reads the assistant's draft against the sources it retrieved and your policy, so code can send it, regenerate it or hold it for a person.Any industryAI product11 questionsHand the chat to a person before the bot loses the customerAfter each customer message, reads the chat so far and says whether the bot should carry on, offer a person or hand over. Run it alongside the next reply.Any industryAI product9 questionsScreen what users send your AI before it acts on itChecks the request and content your assistant will read for instructions aimed at the AI, even hidden ones. A second layer; it will not stop every attack.Any industryAI product8 questionsSend each request to the cheapest model or tool that fitsReads a customer email or ticket and picks a route from your list: help articles, a tool, a larger model or a person. Best where replies are not streamed.Any industryAI product10 questionsGrade every answer your AI gives, not a sampleGrades each finished AI conversation: how it ended, whether answers match sources, loops, ignored requests for a person. Reviewers read the flagged ones.Any industryAI product7 questionsKeep only the retrieved passages that answer the questionChecks each retrieved passage against the question and user: does it answer, does it apply to them, is it replaced, does it carry instructions for the AI.Any industryAI product8 questionsCheck your AI agent's tool calls before they runReads your agent's proposed tool call and the chat: did the customer ask, do results back it, does policy want a person first. Code still enforces limits.Any industryData9 questionsSort product feedback into areas and types you can countGives tickets, sales notes, surveys and reviews a product area from your list, a type, an impact level and a deal-blocker flag, the same way every week.SoftwareCustomer service8 questionsCheck AI call summaries against the call before savingCompares each AI-written call summary with the transcript: anything invented, a complaint, support need or promise left out, a wrong outcome.Any industryLegal7 questionsCheck that each citation in an AI draft backs its claimReads each claim in an AI-drafted memo against the source it cites: supports, contradicts or silent, and quotes used out of context. A lawyer signs off.Legal servicesSoftwareAI product7 questionsCheck every field your AI extracted against the documentOne call per field: is the value in the document, the right item, whole? Flagged fields go to a larger model or a person; code does the sums.Any industryAI product9 questionsTurn a customer's message into the action your bot needsReads a chat or voice message into an action and its options: which delivery, which day, week and slot. Code works out the dates; unsure means ask back.RetailLogisticsTrust and safety9 questionsRoute sensitive messages to the response your policy setsPicks the response your policy sets for messages to your AI about self-harm, emergencies, health, law or illegal help. Not clinical or crisis advice.Software

Data and analytics

Turn messy text columns into clean fields you can filter, count and report on.

Customer service10 questionsPick the wrap-up code for every contact from your own listPicks the wrap-up code from your list when a contact closes and says if it was avoidable, for the agent to confirm. The codes are an example to replace.Any industryAI product10 questionsGrade every answer your AI gives, not a sampleGrades each finished AI conversation: how it ended, whether answers match sources, loops, ignored requests for a person. Reviewers read the flagged ones.Any industryOperations7 questionsTurn return comments into codes that say whose fault it wasReads each return comment next to the reason picked and gives your return code, who caused it and which page detail misled. It never refuses a return.RetailData9 questionsSort product feedback into areas and types you can countGives tickets, sales notes, surveys and reviews a product area from your list, a type, an impact level and a deal-blocker flag, the same way every week.SoftwareClaims6 questionsCode bordereau loss descriptions to your cause-of-loss listEach loss description in a bordereau gets a cause code from your list, named events, weather and injury flags, and a flag for risks outside the binder.InsuranceAI product7 questionsCheck every field your AI extracted against the documentOne call per field: is the value in the document, the right item, whole? Flagged fields go to a larger model or a person; code does the sums.Any industryData7 questionsTell whether two product records are the same itemCompares a seller offer with a product page: same product, related offer or different, with brand, model and variant checks. Code compares the sizes.RetailMarketplacesFraud and risk5 questionsSuggest a merchant category code from what a business doesSuggests a card scheme category code from what a business says it does, with its group to fall back on when unsure. An underwriter confirms each code.BankingData6 questionsLabel spreadsheet rowsCategory, missing info and a review flag for every product in the catalog.RetailData6 questionsCategorise bank transactionsCryptic statement lines into spend categories you can report on.BankingData5 questionsClean up job titlesThousands of free-text titles into department and seniority you can segment on.Any industryData5 questionsFind personal data in free-text columnsBefore a dataset is shared, check each field for names, contact details or health information.Any industryData6 questionsSort log lines and alertsWhich service, how bad, and whether customers feel it, on every alert, so on-call sees the one that matters.SoftwareData6 questionsTheme open survey answersThe 'anything else?' column, sorted into themes you can count.Any industryData6 questionsCheck addresses before shippingSpot incomplete or odd addresses in an order export before the courier does.RetailLogistics

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