Features
30+ pre-built skill templates for compliance workflows
Natural language Builder for custom agent creation
Agentic workbench for human-in-the-loop case handling
Trust Infrastructure with audit logging and model governance
Agent-as-a-judge quality control methodology
Continuous evaluation and compounding intelligence
Native connectors for document reviews, alert handling, due diligence, case narratives, and core systems
Independent model validation
Zero-data retention policy
SOC 2 Type II and GDPR compliance
Virtual private cloud and enterprise deployment infrastructure
Forward-deployed engineering team for onboarding and optimization
SOP conversion to configuration
Production traces become eval sets
Supports workflows in lending, risk, compliance, fraud, and more
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows