AI agents are transformative software systems built to interact with their environment, analyse data, and make decisions to achieve specific goals. Businesses are being revolutionised with AI agents that streamline document management, reduce errors, and improve efficiency. Leveraging machine learning (ML) and large language models (LLMs), these AI agents automate tasks, classify documents, extract information, and optimise routing. By taking on repetitive tasks and collaborating with human teams, AI agents free up employees to concentrate on strategic work, fostering a more intelligent and productive workforce.

InSight DXP’s workflow automation software acts as an intelligent data transformation layer. It starts by ingesting unstructured data (such as emails, PDFs, audio, video, or scanned physical files) and uses built-in Intelligent Document Processing (IDP) to split, classify, and extract critical metadata. Once transformed into a structured, reliable format, this data is routed through automated logic pathways where a coordinated blend of AI agents, human reviewers, and API connections execute multi-step business processes, significantly reducing the need for manual data cleanup or application-hopping.

Traditional rules-based automation relies on rigid "if/then" statements and strict templates; if a document format changes or a data type is irregular, the workflow breaks. Agentic AI is context-aware and goal-oriented. Instead of following a fixed script, our AI agents use large language models (LLMs) and advanced machine learning to analyze the layout, language, and context of an unstructured document. They can identify anomalies, handle complex multi-page tables or handwriting, and collaborate sequentially as a team to address variations in a workflow that often interrupt traditional software.

AI search solves common data access challenges like fragmented content, low relevance from old search engines, and slow indexing. Built into InSight DXP and offering powerful features, AI search includes a smart, conceptual search, generative AI summaries, personalised result ranking, and comprehensive analytics for operational efficiency.

1. Discover and analyse: We partner with you to analyse your existing workflows, mapping out each step to identify inefficiencies, compliance gaps, and automation opportunities that will deliver the greatest impact.
2. Design and configure: Our experts design and configure intelligent workflows tailored to your specific needs. We connect your applications and set up business rules to govern how information is processed.
3. Automate data handling: The solution automates the capture, extraction, and validation of data from any source, such as emails, forms, and documents, significantly reducing manual data entry and associated errors.
4. Orchestrate and integrate: Workflow automation orchestrates the flow of data, triggers actions and updates records automatically in your integrated core business systems (ERP, CRM, etc).
5. Monitor and optimise: You gain full visibility into your automated processes through real-time dashboards. We help you monitor performance and use the insights to continuously refine and improve your workflows over time.

InSight DXP offers pre-built agents ready for rapid deployment across key departmental functions and critical processes, including but not limited to:

• Human Resources: Our AI agents are designed to automate information tasks and optimise talent processes. They leverage secure, compliant HR data to provide 24/7 support across employee lifecycle management, talent acquisition, and compliance, integrating seamlessly with existing HR systems. These AI agents offer specialised capabilities like intelligent employee record review, data-driven compensation analysis, and AI-powered document generation, transforming HR operations with intelligent information.
• Invoice Processing: Our AI agents offer smart automation for Accounts Payable by leveraging AI to streamline invoice data handling, optimise payment processes, and provide auditable insights. These AI assistants automate tasks like non-PO invoice processing, vendor inquiry resolution, and recurring billing management. They integrate seamlessly with existing ERP and AP systems to improve efficiency, accuracy, and employee experience.
• Auto Lending: Our AI agents specially built for auto lending offer AI-powered solutions to transform auto loan operations. These AI agents automate data analysis, optimise portfolio management, and provide compliant insights by leveraging secure auto loan data and documents. They offer specialised AI roles, integrate with core lending systems, and enable swift customisation for various auto lending needs.
• Mortgage: Our AI agents in the Digital Mortgage solution automate the mortgage certification workflow by validating loan documents against the Loan Origination System and flagging discrepancies like data mismatches or missing information. They can also initiate corrective actions, such as automatically emailing third parties to resolve issues. Furthermore, these AI agents compile and organise documents, accurately extract critical data, and proactively check for errors, missing data, compliance issues, and potential fraud to minimise risk.