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Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

Compliance Analyst

Customer Onboarding Pre-triage

This agentic task pre-screens customer-provided documentation during onboarding - essential for compliance verification and onboarding agents. The task configuration outlines how to:

  • Analyse identification documents for authenticity and completeness

  • Validate alignment between personal information and submitted documentation

  • Detect discrepancies and inconsistencies in application data

  • Evaluate submission suitability for verification processes

  • Generate structured assessment reports with actionable recommendations


As a modular agentic task, it integrates with CRM systems and verification platforms, enabling AI agents to execute systematic pre-screening within existing onboarding workflows. The task specification includes frameworks for identity verification, compliance checking, and feedback generation, adaptable across banking, insurance, and fintech requirements.

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Example outputs:

"response": {
    "output_format": {
      "document_valid": false,
      "verification_status": "Rejected",
      "issues_detected": [
        "Document expired",
        "Passport number format incorrect"
      ],
      "missing_information": [],
      "fraud_indicators": [],
      "next_steps": [
        "Submit a valid, unexpired passport",
        "Ensure passport number follows correct format"
      ],
      "confidence_score": "High",
      "user_feedback": "The submitted passport is expired as of 01 May 2015. Please provide a current, valid passport. Additionally, verify that the passport number is correctly formatted according to official guidelines."

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Claims Documentation Validation

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Query Triage and Escalation

Query Triage and Escalation