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AutomataPi's RPA with AI technologies augmentated industry based ML platform expands the possibilities of back-office automation to include nearly any scenario, including a Digital Workforce that can reason and make decisions and learn on the job to become valuable resources in your human workforce.

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Digitisation Quotient

Overall
reduce tat by
Reduce TAT by

92%

save aht by
Save AHT by

90%

faster frt by
Faster FRT by

93%

Used by Digital Leaders across the world

Speed up your transformation experience with AutomataPi's Digitisation Platform

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Pain points identified by Subject Matter Experts

Companies backoffices face the non enviable task of solving any and all issues that occur in the company

enterprise integrations

Enterprise Integrations

Integration with the core system of your company is dependent on a skilled IT department which is an added cost for each type of integrations. Hiring 3rd party help is also expensive.

Data security and compliance

Data Security and Compliance

SMEs spends at a significant part of their budget in keeping the company and employee data secure and make sure that all the compliance checks are done for the proper functioning of the company

Accounts processing

Accounts Processing

Departments rarely have enough resources and are pressed to do more with less. This is especially challenging since the flow of incoming invoices decreases processing efficiency.

Document Verification

Document Verification

Documentation critical to running the business, is filled with time-consuming, cumbersome, and manual task of verifying said documents and extracting relevant data from those documents.

Employee Lifecycle

Employee Lifecycle

Any employee has high expectations of flexibility, accommodation, & openness from the companies that employ them. Hiring & retaining these employees can be an onerous task.

Pre-Configured Business Apps for Financial Services

Here are a few tried and tested things that can be done to help your organization start it's digital transformation journey

Case Management

Create impactful customer experiences using AutomataPI's DAX platform which guides users through the entire process of case execution, automating related tasks and activities while also allowing for human involvement in decisions that are not fully automatable. It is possible for companies to empower their agent with this system to reduce TAT and meet SLAs effectively.

Document Signing

The document signing application provides consumers and professionals with a simple way to electronically sign and return documents from almost anywhere in the world. Allowing for multiple iterations for finalisation with multiple parties involved, the solution can be set up in a few clicks. The end user does not have to download and additional apps or devices to start using this system.

Document Data Extractor (PiExtract)

One of the USPs of the platform, this feature allows extraction of data from a multitude of document types and insert them in structured Data Models. Companies can avail of the most versatile document verification utility of this solution for solving most KYC related manual tasks which take up a lot of man power.

Data Vault

User data security is one of the corner stones of any modern company. It takes a lot of effort and money to onboard and retain customers. Using our platform you can guarantee that this data is stored in an encrypted format and can only be accessed after authenticating using various factors and compliances.

Omni Channel Data Input (PiTalk)

This solution is a shoe in if you have data coming in from multiple channels. It has connectors, pollers, chatbots and a form builder which can be used for getting input from various sources, devices and systems. These tools allow instant integration in your own application or can be used as a standalone workbench for users as well as agents.

Auto Categorization and Resolution

People use platforms for managing ticketing. The AutomataPi platform ensures auto categorization according to context of the tickets. Assignment of the tickets can also be done to agents according to theit skills to improve overall TAT. Low value ticket resolution is also possible so that agents can concentrate on more important tasks.

Lead Management

The solution has been used to track complex campaigns from multiple sources and collate the data in a Data Model. The data was further pushed into the existing data hub of the company(LeadSquared). Further payment link integration with multiple vendors for direct payment. All other customer communication was done using the built in API connectors.

Compensation and Incentives (C&I)

Sales executives can upload data in a variety of ways to the central processing system which then can connect to the AutomataPi digital transformation platform and agent benefits can be calculated withing a few hours using defined formulae. Where it used to take months, the payouts to the agents can be done in days.

Consumer Communication System

The DAX platform is so versatile, that it has been used as a tool for complete consumer communication, including greivances, reminders, up-sell and cross-sell opportunities. The customer one view also allows for an agent to track the complete customer lifecycle and use it as an IVR verification assitant.

Document Verification

Verifying genuiene customers using documents is the most essential tool in your digital transformation journey. Any onboarding journey can just plug and play this solution into their existing system and can cut down on the time required to verify their customers. An added advantage that the data extraction feature can be activated by the click of a button.

Claim Management

A lot of manual processes are involved from buying of a policy to verifying documents of a customer to claim registration to disbursement. AutomataPi offers a comprehensive solution which can be useful in each aspect of the loan journey. It's integration capability with 3rd party APIs allows it to tie in to your existing system and empower your agents.

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