Browse Tasks

Select category

Select category

Select category

Select category

Select Task

Select Task

Select Task

Select Task

Select Tasks

Select Industry

Browse Tasks

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Lead Scoring

Lead Scoring

Customer Segmentation Analysis

Customer Segmentation Analysis

Customer Churn Predictor

Customer Churn Predictor

Social Media Sentiment Tracker

Social Media Sentiment Tracker

Personalised Product Recommendation

Personalised Product Recommendation

Call Transcript Analysis

Call Transcript Analysis

Customer Feedback Analysis

Customer Feedback Analysis

Brand Voice Consistency Check

Brand Voice Consistency Check

Content Generation

Content Generation

RFP Analysis

RFP Analysis

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.

Try this Task

Try this Task

Try this Task

Try this Task

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."

Next:

Next:

Lead Scoring

Lead Scoring