Integration Suggestion

Enate AI should help in classifying documents according to enate file tags, saving manual efforts, and enabling easy downstream automation activities such as data extraction.

Bank transaction reconciliation is a common scenario in a back/middle office. In this scenario, a service agent needs to match bank statement transactions with a master file and identify any mismatched or unmatched transactions. These unreconciled transactions require further processing and approval. However, reconciliation work is often tedious and time-consuming when done manually. This makes it a perfect task to be automated with Enate AI. This is one example but we should be able to use Enate AI to solve other problems with this feature.

Users would like all system generated emails to be prevented from passing through to EnateAI for analysis

By default, when Enate AI is turned on, all the features of Enate AI gets applied to all the live processes on the platform. Turning on Enate AI for specific live processes are required for optimizing the use of the GPT engine.

Sometimes business' customers may be sending some data points in an email subject line, such as "Invoice for March 2023", and system should automatically be able to understand it, extract any relevant info and update in custom card.

provide sentiment of the incoming emails in Enate as positive/negative/neutral.

GPT 3/4 integration to check if end user need to take an action on the email received from the client.

re: infer product to do sentiment analysis by reading all emails from enate.

It will be good if Enate can allow plugging my Machine Learning model to classify the work coming into the platform. This is will reduce a lot of manual work required to triage the incoming work and help us to meet the SLA with the clients. the first release is planned for 2022.6 where we are going to integrate with Re:Infer to do this job. More detail about the Re:infer- https://www.reinfer.io/product

As a user, I would like 'thank you' emails not to affect original resolution date of the ticket. Now if I resolve ticket within due date it still can be reported as completed-overdue if client's 'thank you' email reopens the ticket after due date. It should not affect the user KPIs. Enate decided to build an integration with Re:infer ( https://www.reinfer.io/initiatives/auto-triage ) to delete this email and not open the case/ticket for these types of emails.