Clustdoc integrates several artificial intelligence features to automate application analysis, accelerate process configuration, and improve communication with your clients.
These tools help save time, reduce manual tasks, and make it easier to use the data contained in documents and applications.
Feature | Category | Benefit |
AI Agent | Application Analysis | Allows you to analyze an application without manually reviewing all its steps |
Content generation | Automated communication | Allows you to generate or improve emails and messages sent to clients |
AI-powered custom conditions | Process configuration | Allows you to automatically create rules and conditions in a process by simply describing the desired logic |
Data extraction | Document analysis | Allows you to automatically extract key information from documents submitted in an application |
Automatic KYC/KYB verification | Compliance and verification | Allows you to configure automated verification checks for your applications |
1. AI Agent
The AI Agent is available directly within applications. It allows you to ask questions about an application and receive instant answers based on the information contained in it.
This enables you to analyze an application quickly without manually reviewing every step, document, or field.
Examples
Identify missing documents
Check pending items
Understand the overall status of an application
Identify important dates
Summarize the progress of an application
👉 If you want to learn more about the AI Agent, read this article.
2. Content Generation
In text fields (emails, notifications, automated messages), Clustdoc allows you to use AI to generate a message or improve an existing one.
This helps write communications faster while improving their quality and clarity.
Examples
Generate an email requesting missing documents
Simplify a message sent to a client
Rephrase text to make it more professional
Shorten or expand an existing message
👉 If you want to learn more about the Content Generation, read this article.
3. AI-Powered Custom Conditions
Clustdoc allows you to create rules or conditions for your process automatically using a prompt. The user simply describes the desired logic, and the AI generates the corresponding conditions.
This simplifies the configuration of complex processes and avoids manually creating each rule.
Examples
Generate a condition to request a document only if the client is a company
Generate an automation that sends a different email depending on the client's country
Create scoring rules more easily
👉 If you want to learn more about the AI-powered custom conditions, read this article.
4. Automatic Data Extraction from Documents
The AI can automatically extract specific information from documents submitted in an application. The extracted data is displayed in the side panel of the application item.
Important information becomes immediately accessible without having to open and read each document.
The extracted information can also be used as merge fields in automations.
Examples
Extract the name and date of birth from an ID card
Extract the IBAN from a bank document
Extract the address from a proof of residence
Extract information from a KBIS document
👉 If you want to learn more about the Data extraction, read this article.