When AI is a participant in the workflow itself, it can read, decide, draft and route — reporting what it finds and handing off to a person only where judgement is genuinely required.
At any step's entry or exit logic, Opzaro can call AI to act on the data already moving through the process — using any AI provider via API. The result isn't a chat transcript; it's a decision, a draft, or a routing outcome that becomes part of the case record.
A mortgage application arrives. Opzaro extracts the key data from submitted documents, calls AI to assess risk against your lending criteria, generates a preliminary recommendation, and routes the case to the right underwriter — before anyone opens their inbox.
AI reads the submission, determines category and urgency, drafts a personalised response in your brand voice, logs it to your CRM, and routes it to the right team — all within seconds.
An invoice lands at Accounts Payable. AI validates the figures, cross-references the purchase order, flags discrepancies for human review, and auto-approves clean invoices within pre-set parameters.
A new employee joins. Opzaro orchestrates the journey — provisioning accounts, sending personalised communications, scheduling induction — with AI handling messaging and summaries throughout.
Opzaro includes a full retrieval-augmented generation (RAG) system that can intelligently query large sets of documents — policies, contracts, manuals, case files. When AI acts inside a process, its answers are grounded in your organisation's own material, not just general knowledge.
That means AI outputs are consistent and auditable: every recommendation, draft or decision can be traced back to the documents and data that informed it, alongside the rest of the case's audit trail.
Rather than asking staff to copy information into a separate AI tool and back again, Opzaro brings the document intelligence to the step where the work already happens.
Real value at every stage. No big-bang transformation, and no need to decide everything up front — you choose how far and how fast to go, and every AI action sits in the same audit trail as everything else.
Digitise and standardise the process as it runs today. Immediate visibility — queues, SLAs, audit trail — before AI is involved at all.
AI drafts, extracts and summarises at specific steps, with a person reviewing before anything is finalised. Low risk, immediate time savings.
Within parameters you set, AI auto-approves, auto-categorises or auto-routes — escalating to a person only for exceptions.
AI participates across multiple steps, coordinating handoffs between systems and people — with full audit trail and human oversight on exceptions throughout.
An AI strategy that the board can sign off on needs answers to the same questions as any other operational change: what can it do, who's accountable, and what happens when it gets something wrong.
AI actions sit in the same audit trail as human actions — who, what, when, and on what basis.
Each step's permissions, SLAs and exit conditions apply to AI just as they do to people — AI works inside the guardrails you set.
Processes, configurations and data can be exported, shared and evolved as your business changes — not locked into a single vendor's roadmap.
We'll show AI acting inside a real process — not a demo chatbot — using an example close to your operation.