GENERAL AI, AI APPLICATIONS, SOFTWARE
Prnewswire | May 10, 2023
Tonkean, the first-of-its-kind process experience platform, today announced the launch of LegalWorks, a product suite that enables legal teams to harness the potential of AI-powered process automation technology safely—in a way that not only increases process adoption, improves performance, and creates business value, but that actively lowers risk and better ensures compliance.
By design, LegalWorks empowers legal teams at the process level. In Legal—as in other internal service departments—your processes are everything. They're the means by which you scale efforts to improve operational performance, mitigate risk, and provide more value to the business: all critical mandates of the modern legal department.
But you can't reliably begin to achieve any of those goals if people don't follow your processes. And within Legal today, process adoption remains endemically low. At least 67% of employees routinely skip legal processes altogether. This thwarts optimization efforts before they can really even start—and fundamentally limits the potential value of the legal department as a business partner.
LegalWorks gives legal teams the tools they need to reverse these trends. It does so by putting structure around the raw firepower of innovative technologies like large language models, and by enabling legal teams to create flexible, powerful, personalized legal processes that employees actually want to follow.
For example, with LegalWorks, legal teams can:
Safely automate matter intake. LegalWorks comes with the Tonkean AI Front Door, an AI-powered intake experience accessible to employees via email, Slack/Teams, or a customized web portal. Now, when employees need Legal to do something like create an NDA, all they need to do is… ask. Tonkean trawls the data sources you've given it access to and, if the requested document doesn't already exist, generates it instantly.
Automatically categorize and resolve inbound requests. LegalWorks includes LegalGPT, which allows legal teams to create processes that automatically triage and classify unstructured inbound business requests. LegalWorks also identifies the urgency of every inbound request, auto-handles simple requests—like requests for NDAs and SOWs—and auto-routes more complex requests (for conflict waivers, IP, or engagements with outside counsel) to the right person or practice group.
Create processes that meet employees where they are. Tonkean wraps seamlessly around whatever tools, policies, and systems your organization already has in place. This means that never again will employees need to undergo frustrating change management, or useless company-wide training and enablement sessions, in order to engage with a Legal process. Rather, they can access the process from wherever they like to work.
Customize processes using Tonkean's 100% no-code builder. Finally, with LegalWorks, legal teams can take full control over the way they work, because the award-winning Tonkean interface is 100% no-code. No more trainings, change management, or relying on developers in order to implement process improvements or iterate on workflows.
In full, LegalWorks was designed to finally give legal teams the technical means to do what modern legal departments need to do: create business value, save money, reduce risk, and increase process adoption. And it does so without ever jeopardizing your organization's sensitive data or general security.
"Increasing process adoption is not a 'nice to have' for legal teams—it's a must," says Sagi Eliyahu, CEO and co-founder of Tonkean. "Compliance, efficiency, cost saving and creating business value all depend on high process adoption. But, historically, legal tools have focused only on legal teams themselves—not the stakeholders requesting help. If people don't know where to go, they send an email, blocking any real efficiency gain. LegalWorks changes that by optimizing the experience for the requester, meeting people where they already are, and enabling legal to securely create internal processes that are intelligent, personalized, strategic, and controlled."
To learn more about how you can leverage LegalWorks inside your organization, visit www.tonkean.com, or follow Tonkean on LinkedIn and Twitter.
About Tonkean
Tonkean's Process Experience Platform seamlessly wraps around existing policies and systems, allowing internal service teams to do more with what they already have. Build process experiences that are personalized for each requester, and use AI to automate the intake, triage, and resolution of every request. Maximize adoption, compliance, and efficiency with no change management and no code. Founded in 2015, Tonkean is headquartered in Palo Alto with R&D in Tel Aviv.
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AI TECH, AI APPLICATIONS, SOFTWARE
Prnewswire | April 21, 2023
Kore.ai, the world's leading enterprise conversational AI platform and solutions provider, today announced the integration of its conversational AgentAssist with intelligent virtual assistant (IVA) automation for Zendesk, Inc Support. This AI virtual assistant for contact center agents expands the capabilities of Zendesk Support across digital channels by managing lead generation and sales processes through a conversational user experience.
Kore.ai AgentAssist Improves Call Center Agent Accuracy and Productivity
At the start of a conversation on any channel, AgentAssist can look up customer information from CRMs and other third-party systems and provide call center agents with context based on customer goals. The launch of AgentAssist for Zendesk Support will decrease average handling time and increase contact center productivity via agent automation assistance, real time customer information, next-best-action suggestions, and automated case summaries.
Kore.ai IVAs recognize user intent, sentiment and tone through natural language understanding and contextual intelligence. AgentAssist provides next-best-action prompts to agents based on the intent detected or the stage of a conversation. The actions include buttons to trigger API calls, launch applications, or trigger a robotic process automation (RPA). AgentAssist can even carry out the needed transactions with customer accounts and CRM databases to enable seamless fulfillment of actions and automation.
What This Means for Customer Service Contact Centers
The AgentAssist integration for Zendesk Support allows contact center agents to respond to customers with greater speed and accuracy. This results in tangible benefits for businesses, namely dramatic cost savings, with agent assistance technology expected to save businesses up to $80 billion by 2026, according to Gartner.
AgentAssist can perform common tasks and transactions like balance transfers, book appointments, schedule field service, update policies, gather relevant customer information, and find and retrieve information from multiple systems. By automating these tasks with AgentAssist, live agents will save valuable time and are able to focus on high value interactions such as upselling or cross-selling.
Enterprise CRM and Back-End System Integration Delivers Access to Relevant Information
AgentAssist can easily integrate with enterprise CRM and other backend systems, launch applications for the agent, run RPA flows, and provide automated conversational suggestions to agents based on customer conversation history and intent.
Key Features of the Kore.ai Intelligent Virtual Assistant Platform
Leading Natural Language Processing (NLP) that yields the highest accuracy in measuring customer intent
Summarize customer conversations to speed up post-call wrap up and record keeping
Support for 100+ languages
The Kore.ai Intelligent AgentAssist integration for Zendesk Support is available now on the Zendesk marketplace at: https://www.zendesk.com/marketplace/apps/support/868403/koreai-agentassist/
About Kore.ai
Kore.ai has been a leading company in using conversational AI since our founding in 2014. More than 350 Fortune 2000 companies trust the Kore.ai experience optimization XO Platform and technology to automate their business interactions for over 100 million users worldwide to achieve extraordinary outcomes. Kore.ai has been recognized as a leader and an innovator by top analysts and ensures the success of its customers through a growing team headquartered in Orlando with offices in India, the UK, Japan, South Korea, and Europe. Visit kore.ai to learn more.
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AI TECH, AI APPLICATIONS, SOFTWARE
Businesswire | May 15, 2023
Tray.io, the leader in low-code automation and integration, today unveiled Tray Merlin AI, a new natural language automation capability in the Tray platform that instantly transforms large language model (LLM) outputs into complete business processes, without the need for LLM training or exposing customer data to the LLM. This new advancement makes the Tray platform the first iPaaS solution that brings together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use. Leveraging OpenAI technology and Tray.io’s extensive workflow, authentication, connector and API technologies, business technologists, front-line employees and developers across the enterprise can now more quickly and efficiently build, iterate on and improve sophisticated workflows that transcend the software stack. By simply asking Merlin—in the same way a team member would ask a colleague—users can obtain answers at the point-of-decision and automate critical business tasks. Additionally, Merlin eliminates the need for any IT and engineering involvement in what typically entailed weeks to months of integration effort to build automations or answer queries. This new advancement builds on Tray.io’s vision to lower the barriers that prohibit enterprise-wide automation in the face of the unintended consequences of digital transformation.
All final workflows created by Tray Merlin AI are presented visually in a low-code format to allow the user to modify, improve or augment its functionality, as necessary, and share with others for reuse. Unlike many other applications that interface with LLMs, the operational capabilities of Merlin AI and the underlying Tray platform are self-contained, meaning Merlin only needs to fetch small pieces of information from the LLM on an as-needed basis during the integration building process. As a result, customer data is never exposed or sent to the LLM.
“The outcomes enterprises can achieve with LLMs, such as those of OpenAI, are only as good as a user’s ability to take action on the results of the query,” said Alistair Russell, co-founder and CTO at Tray.io. “Tray Merlin AI completely changes the game as it instantly automates business processes and answers queries through natural language instruction. Think of Merlin as giving the LLM ‘brain’ a Tray ‘body’—a body that can take action without passing customer data back to the LLM and requires no further training to execute complex business tasks.”
Tray.io Taps AI to Address the Unintended Consequences of Digital Transformation
As businesses continue to grapple with the unintended consequences of rapid digital transformation efforts—such as technical debt, complex tech stacks and business process inefficiencies—every department is under enormous pressure to deliver fast results that not only meet customers' demands for timely, high-quality services, but also help the company remain profitable in the most efficient way possible.
Leaders must overcome IT and developer bottlenecks by tapping into a hidden talent opportunity—employees who have technical skills, but are not using them in their primary job function. Equipping these employees with self-service AI automation is a critical enabler to driving digital initiatives at speed. According to Gartner®, “Almost half of all non-IT employees are now business technologists, and companies that successfully enable them are 2.6 times more likely to achieve digital business goals.”1
“Generative AI is currently one of the most disruptive forces in iPaaS,” said Alexander Wurm, Senior Analyst at Nucleus Research. “Vendors who embrace AI in their platforms provide an incredible step-change in ease-of-use that boosts the productivity of experienced users. When done well, it delivers immediate value to many users in the enterprise for which the benefits of the technology were previously out of reach. Companies who adopt iPaaS solutions with native generative AI capabilities will be at a substantial velocity, efficiency and agility advantage.”
Tray Merlin AI: Natural Language Automation to Accelerate and Improve the Execution of Complex Tasks
A core element of the Tray platform architecture, Merlin AI works seamlessly with Tray.io’s connector, workflow and API technologies—and other platform capabilities including data transformation, robust authentication mechanisms and support for advanced business logic—to deliver a flexible, low-code and AI-augmented automation builder.
With Merlin, anyone—regardless of their level of technical expertise—can build complete integrations with the assistance of, or solely using, NLP, radically simplifying the automation building process for all users and supercharging team productivity. For example, Merlin can act as an autonomous assistant capable of executing complex tasks, such as collecting or moving information across disparate systems, answering questions or building automated workflows to complete a business process.
“AI is revolutionizing automation, and Tray.io is at the forefront of this movement. The arrival of generative AI and the pace of innovation it enables will spell the end of the iPaaS architectures that were built for a different time,” said Rich Waldron, co-founder and CEO at Tray.io. “Tray Merlin AI brings together the power of flexible, scalable automation and AI to accelerate and improve automation outcomes for our customers, enabling them to solve business problems better, faster and more independently than ever before.”
Tray Merlin AI powers the following new capabilities to accelerate automation and integration projects across the enterprise, while reducing the burden on business technologists and developers:
Securely build out automation details and iterate or improve existing processes: Marketing Ops teams can refine their lead delivery processes by reducing the time it takes to deliver high-value leads to sales reps, enabling them to respond to prospects promptly. Using just natural language instructions, the person building marketing automations can improve their current process by asking Merlin to build a workflow to capture lead scoring data from Marketo, assign qualified leads to reps in Salesforce immediately any time it’s over a certain threshold, build the Outreach sequence and notify reps via Slack or Teams of the newly qualified lead. When finished, all the steps are displayed in the low-code visual builder through which the user can review and make any modifications, if required.
Quickly build or augment more substantial workflows: Business technologists who are proficient at building on the Tray platform can type their request and parameters and Merlin will automatically build a workflow with the relevant business logic. Sales and customer success teams who want to deliver a more frictionless customer experience by streamlining the pre- and post-sales processes, can use natural language instructions to create a workflow that will automatically update their project management system every time a deal closes with the relevant client information from their CRM and notify the professional services team via email. With Merlin, teams can ensure there’s no delay in project execution, which results in higher levels of customer satisfaction.
Obtain answers at the point-of-decision with on-demand, AI-powered automation: For non-technical employees, such as department managers, C-level executives and business users, who are not and do not need to be familiar with the Tray platform, Merlin can be used to quickly answer urgent business queries. A CMO seeking to optimize social media investments can query Merlin to identify the top lead sources for the largest “Closed Won” accounts by revenue and cross-reference the results with LinkedIn followers. To accomplish this, Merlin integrates the company’s CRM, marketing automation platform and social media management platform to deliver the result instantly. Additionally, sharing these results with the marketing leadership team via Slack or Teams can be built into the workflow based on the CMO’s natural language instruction. Merlin automatically knows when and where to search for authentications, displays all the actions it plans to carry out and obtains confirmation from the user before executing these actions.
By tapping into the power of AI via a natural language interface, Tray.io further unlocks the full potential of automation and makes building automated workflows across many use cases even more accessible to all employees, significantly increasing employee efficiency and productivity.
“Builders in our organization already rely on Tray as they rapidly develop the low-code workflows needed to improve operational processes across our business,” said Brendon Ritz, Senior Director of Marketing Ops at ThoughtSpot, the leading AI-powered analytics company. “With the addition of Merlin AI to the Tray platform, our business technologists can interface with Tray using natural language instruction to build faster and build better. Even more impactful is the ability for us to put the power of automation in the hands of our front-line employees and managers so they can instantly get answers to business queries that would have otherwise required weeks or months of development to work out the required integrations.”
About Tray.io
Tray.io is a low-code automation platform that can easily turn unique business processes into repeatable and scalable workflows that evolve whenever business needs change. Unlike iPaaS solutions, which are expensive, complex, and code-intensive, Tray.io’s flexible self-service platform makes it simple to build integrations using any API and connect enterprise applications at scale without incremental costs. Process innovation is today’s competitive advantage since companies can no longer differentiate on their tech stack alone. The promise of SaaS led to an avalanche of siloed point solutions that require businesses to force their processes into rigid, predetermined schema. The Tray Platform removes these limitations, empowering both non-technical and technical users to create sophisticated workflow automations that streamline data movement and actions across multiple applications. Freed from tedious and repetitive tasks, product leaders and IT are able to uplevel their skill set with automation to unlock their full potential and do things in a way that’s right for their business. Love your work. Automate the rest.™
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