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Any document arrives
Email, scans, PDFs, forms, tables, unstructured text
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GenAI classifies it
Even from a document type name and description alone
AI
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Copilot extracts fields & tables
Then fuzzy-matches values to your system of record
AI
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AI agents act on it
Orchestrated across workflows, cases and enterprise systems
AI
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Insight, governed
Knowledge search, model choice and token monitoring
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The AI inside TotalAgility
Five AI capabilities working as one platform
From the first page scanned to the final decision, AI is built into every step, and you choose which model powers each one.
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GenAI document classification
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Classify from a document type's name and description, no sample documents required
GenAI fallback steps in when trained classification is uncertain
Copilot confidence scoring to auto-process high-confidence results
Dedicated AI provider configurable for classification
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AI-assisted extraction
Capture more complete, accurate data, including from the tables that slow teams down.
Patented Copilot for Extraction recognizes fields and layouts
AI-driven extraction from custom and fixed tables
300+ pre-trained DocAI Accelerators and Azure AI Document Intelligence
Accuracy scoring and business-rule validators at design time
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AI fuzzy database matching
Connect what's on the page to what's in your systems, even when they don't match exactly.
Resolve misspellings, abbreviations and format differences
Validate extracted values against customer, vendor or policy records
Fewer exceptions routed to manual review
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AI agents & Case Assistant
Let intelligent agents carry work forward across processes and systems.
Quick AI Agent Builder and multi-agent orchestration
Query and work case data in natural language
MCP integration to call external tools and AI models
Generative AI Copilots for faster solution development
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AI knowledge bases
Turn unstructured enterprise content into answers people can trust.
Semantic search across documents at enterprise scale
Knowledge discovery agents return traceable, source-backed answers
Benchmarking to improve answer quality over time
Your models, your rules
Governed, multi-model AI
Turn unstructured enterprise content into answers people can trust.
Pick the AI model for each function
Monitor AI token consumption
Control which tools agents can access, with audit logging
TotalAgility Cloud is FedRAMP High and GovRAMP authorized
Spotlight · Classification
Describe a document type. AI does the rest.
Traditional classification needs dozens of sample documents per type. With GenAI classification, a name and a short description can be enough to start routing documents correctly. When your trained models are unsure, GenAI acts as a fallback instead of sending the page to a person.
The result: new document types go live faster, and fewer documents land in exception queues.
Document type definition
Beneficiary Change Request
A form submitted by a policyholder to add, remove or update beneficiaries on an existing policy.
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GenAI classifies incoming pages
Document type definition
Beneficiary Change Request
High confidence · auto-route
Address Change Form
Low
Claim Form
Low
Illustrative example
Table extracted by AI
Line | Description | Amount |
|---|---|---|
1 | [Line item] | [$0.00] |
2 | [Line item] | [$0.00] |
3 | [Line item] | [$0.00] |
AI fuzzy match to system of record
On the document
Bnk Fin.
Matched record
Bank Financial Company
Illustrative example
Spotlight · Extraction & matching
Tables, fields and records, finally in agreement
Copilot for Extraction pulls fields and full tables, custom or fixed, from complex layouts. AI-assisted fuzzy matching then checks every value against your databases, so near-misses like abbreviations and typos are resolved automatically rather than by a reviewer.
Confidence scores tell you which results can flow straight through and which deserve a second look.
Built on a proven platform
The automation foundation AI runs on
Low-code orchestration
Automate human and digital workflows across systems and departments.
Case management
Guide complex work to resolution with tasks, documents and data in one place.
Rules management
Apply business logic and policy consistently for compliance and speed.
Analytics & insights
Turn process data into reporting and workflow optimization.
Flexible deployment
Cloud of choice, TrombaAI SaaS or on-premises.
How can TrombaAI help with your disaster recovery and business continuity plan?