Hands-On with DocPro: revolutionise document processing and onboarding with (truly) Intelligent AI

In our latest LinkedIn Live session, Fabio Asselle and Simone Adami of Dazerolab provided an in-depth look at DocPro, the intelligent document processing solution powered by generative AI within the BotMaster platform. In this live demonstration we wanted to showcase how DocPro is transforming back-office operations and customer onboarding processes by using an advanced AI technology system. If you missed the session, you can watch it on Dazerolab’s LinkedIn page; also, don’t forget to ask any questions you might have, as we are always happy to engage in conversation.

DocPro: a market innovative IDP at your service

DocPro represents a significant step ahead in Intelligent Document Processing as it features some outstanding new functionalities for the market. In particular, by utilizing generative AI, DocPro can understand and process any kind of documents, integrating seamlessly into various back-office workflows. It is through these new advanced AI skills that as Fabio Asselle highlighted, DocPro liberates employees from mundane tasks that consume time and effort but do not require intellectual capabilities, allowing them to focus on problem-solving and strategic activities.

Breaking free from templates with template-free document processing

One of the standout features of DocPro is its ability to process documents without relying on predefined templates. This innovation allows DocPro to handle a wide variety of documents, even those it has never encountered before. This flexibility is a significant advancement over traditional IDP systems that require specific formats to function effectively.

Understanding documents like never before (structured and unstructured)

DocPro’s generative AI can analyze and comprehend both structured and unstructured documents. It can process single documents or complex contract bundles, segmenting them to extract relevant information in the correct order, giving as a result structured documents and reports in any case. This comprehensive understanding ensures that all necessary data is accurately captured, regardless of the document’s initial structure.

High accuracy with confidence levels

Another innovative feature of DocPro is its ability to assign confidence levels to the information it processes. This means that each piece of extracted data is tagged with a confidence score, indicating the system’s certainty about its accuracy. This feature enhances data reliability and allows human reviewers to focus on verifying only the information flagged as less certain.

Seamless integration and versatility

We created DocPro as an API-first generative AI agent, therefore it’s ready to be integrated effortlessly into a client’s application landscape. Built on an event-sourcing architecture and hosted on Amazon Web Services (AWS), DocPro processes both structured and unstructured documents, delivering structured outputs regardless of the initial document type. On top of this, as a Software-as-a-Service (SaaS) offering (like all BotMaster’s agents), DocPro provides a flexible and scalable solution for businesses.

Hands on live demonstration: setting up and using DocPro

During the live session, Simone Adami took viewers behind the scenes, showing how to set up and manage bots within the BotMaster account. He demonstrated the creation of a sandbox bot and how documents are uploaded and processed using natural language requests. This part of the session highlighted also how easily a sandbox environment can be smoothly transitioned to handle large-scale, production-level document processing tasks.

Enhancing web interactions with customizable widgets

Further enhancing its applicability, Simone demonstrated how businesses could integrate DocPro’s capabilities into their websites through customizable widgets. These widgets can be tailored with specific CSS to blend seamlessly into the hosting site’s design, ensuring a consistent and user-friendly experience.

Transforming operations and onboarding

During the live session, Fabio Asselle and Simone Adami also highlighted several real-world applications for DocPro, demonstrating its versatility and impact. While they focused on the utility sector—where Dazerolab has considerable expertise—DocPro’s benefits extend far beyond this field.

Boosting back-office efficiency

In sectors like utilities, DocPro dramatically reduces the time and effort required for document processing. It enables staff to concentrate on high-value tasks instead of getting stuck in repetitive verification processes.

Making customer onboarding faster, easier and compliant

DocPro also is excellent in facilitating swift and accurate customer onboarding, processing various document types, including those captured via mobile devices. This ensures a smooth user experience from start to finish.

In need of process many documents? Try the batch processing mode

In batch processing mode, DocPro excels in two main areas:

  1. Compliance verification: comparing contract data with CRM records, verifying document signatures, and ensuring all necessary options are flagged correctly. This significantly speeds up the verification process, reducing the time required by up to 10 times and enabling efficient peak workload management without additional stress or overtime.
  2. Commercial applications: processing and entering data from bills and other commercial documents into systems like Salesforce, streamlining administrative tasks and improving data accuracy.

DocPro’s innovative AI capabilities let you use natural language

DocPro’s use of advanced AI allows it to understand natural language and deduce complex information, such as evaluating whether a customer is a good payer based on various phrases and contexts. This natural language processing capability sets DocPro apart from older systems that required rigid data structures and extensive programming to interpret information.

Stay tuned for more

That’s all for this live session, but we have so much more to share about DocPro’s incredible capabilities. Mark your calendars and join us again in September for our next live session! Stay tuned and don’t miss out on the exciting updates we have in store.

Missed our LinkedIn Live session with Fabio Asselle and Simone Adami? It’s not too late to discover how DocPro can streamline your document processing and enhance your operational efficiency. Watch the session on our LinkedIn page, and don’t hesitate to contact us with any questions or to explore how DocPro can benefit your organization. Start your journey toward smarter, more efficient document processing today by visiting Botmaster.ai.

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