Common Use Cases

Intelligent Team Inbox Management and Automation

There are many repetitive and time consuming tasks in a team inbox. The common use cases revolve around sorting the incoming request, routing them to the right teammate, inbox, groups or views, and processing attachments to make them readily available for your team to be efficient, effective and productive, and achieve speedy customer request serving and an excellent customer satisfaction.

• Problem (sorting, routing, information extraction): Many similar customer requests, partner messages or internal communication are sent to a shared inbox or helpdesk across many channels including email. Processing and sorting through these requests, and pre-processing them to make them ready for the team to process effectively.

• Solution (UpBrains AI Automation): Use UpBrains AI’s intelligent message/ticket classification and routing capabilities to automatically analyze incoming messages including customer sentiment, extract key information (product, issue, priority), and route them to the appropriate teammate or agent in the shared inbox based on expertise and workload.

• Benefits (Productivity, Satisfaction): Faster response times, improved agent efficiency, reduced misrouting, and enhanced customer satisfaction.

• UpBrains Skills required:

  • UpBrains AI-powered Workflow Automation
  • UpBrains Smart Router
  • UpBrains Document Skills

Supply Chain - Distributors and Custom Brokers

Use Case 1: Sales, Purchase Order and invoice Automation for Distributors

• Problem (Manual document processing): Manually processing numerous shipping and receiving documents from customers is slow and error-prone, potentially leading to delays and incorrect shipments.
• Solution (UpBrains Document Skills for Supply Chain): Use UpBrains Document Skills for Supply Chain to automate data extraction from commercial invoices, supplier invoices, bill of lading, packing slips, shipping documents, and purchase orders, paired with UpBrains AI automation workflow to streamline the handling of shared inbox communications related to orders and deliveries.
• Benefit: Faster document processing, reduced manual errors, improved customer satisfaction, and efficient communication management.
• UpBrains Skills:
  • UpBrains AI Document Skills
  • UpBrains AI-powered workflow automation

Use Case 2: Customer and Supplier Communication Management

• Problem: Manually responding to frequent customer inquiries (i.e. order status, order changes, etc.) and vendor communication (pricing changes, product delays, etc) can be time-consuming and delay other tasks.

• Solution: Integrate UpBrains AI’s Conversation and Response Assist skills to automate processing of customer and vendor communication, and automate response generation to common vendor inquiries.

• Benefits: Improved vendor communication, faster response times, freed-up staff time for more complex issues, and strengthened vendor relationships

• UpBrains Skills:

  • Conversation Skills
  • Response Assist Skills

Use Case 3: Custom Brokers: Import / Export Documentation and Workflow Automation

• Problem: Challenges in processing, organizing and categorizing a high volume of custom-related documents
• Solution: Use UpBrains AI Document Skills for efficient extraction of key information from custom documents, commercial invoices, airway bills, cargo slips, import documentation and more. Classify and Tag can categorize documents based on content, streamlining document management.
• Benefits: Improved processing and organization of custom documents and quicker retrieval of information, improved accuracy, reduced manual effort leading to more efficient import and export management.
• UpBrains Skills:
  • UpBrains AI Document Skills
  • UpBrains AI-powered Workflow Automation

Business Loans

Automating Loan Application Document Review

• Problem: Manual document review for loan applications is a tedious and error-prone process, slowing down decisions and frustrating borrowers.
• Solution: UpBrains AI automates data extraction from key docs like IDs and bank statements, slashing processing time and boosting efficiency. Automation Workflow streamlines the review process in shared inboxes.
• Benefit: Faster loan decisions, leading to improved customer satisfaction and efficiency, and a more productive team focused on what matters most.
• UpBrains AI Skills:
  • Document Skills
  • AI-powered Workflow Automation

Enhancing Borrower Communication

• Problem: Loan applicants wait in the dark, anxious about their status and drowning in emails.
• Solution: Implement Response Assist for drafting timely responses to customer queries and Sentiment Analysis to gauge their emotional tone. Let AI handle inquiries, providing updates, answering questions, and keeping borrowers informed.
• Benefit: Reduce customer anxiety, streamline communication, and free up staff for deeper loan analysis, Enhanced customer service through quick, empathetic responses, improving customer relations and trust.
• UpBrains AI Skills:
  • Conversation Skills

Unveiling Answers within Loan Applications

• Problem: Loan officers navigate through mountains of documents, searching for specific information to make informed decisions. This time-consuming process can lead to incomplete pictures and potentially inaccurate appraisals.
• Solution: UpBrains Response Assist acts as a powerful search engine for your loan application data. Ask natural language questions, and instantly zero in on specific details within applicant documents, bank statements, tax returns, and more.
• Benefit: Enhance decision-making accuracy by quickly pinpointing crucial information. Cut through document clutter, boost efficiency, and ensure confident loan approvals.
• UpBrains AI Skills:
  • Response Assist
  • Document Skills

Streamline Risks Assessment of Your Applicants

Problem: Difficulty in organizing and analyzing risk-related documentation for loan approvals. Solution: Use Document Skills to extract key risk factors from documents. Classify and Tag help in categorizing documents for easier access and analysis. Benefit: More efficient risk assessment, leading to better-informed loan approval decisions.

• UpBrains Skills required:
  • Document Skills
  • Smart Router for classification and tagging