Ami Dossier
Checks each case file for completeness against the declared process and shows where it is stuck.
A case file missing one component can sit still for an entire processing cycle. The agent checks completeness at intake and shows exactly which file is stuck, at which step and with whom.
Job in hand — here is what the agent does
You handed it over once, above. From there the agent watches the data, runs when a business event happens, does the part you delegated and brings the rest back with its evidence. This is what it has done — and what is still waiting for you.
Done by the agent — nobody had to ask
- Checked filed submissions for completeness
- Compared against the declared process
- Counted down the deadline on each step
- Read the routing history of each file
- Named files stuck too long on one step
Waiting on you
- Four files missing a required componentfor you to review
- File about to miss its appraisal deadlinefor you to reassign
Where is this file stuck?
It is sitting at the appraisal step, and the assigned officer has not picked it up.
Chase the steps near deadline and request the missing components.
Requested the missing components on the incomplete files and chased the steps near deadline.
The file about to miss its appraisal deadline is outside what you delegated — waiting for you to reassign it.
What about files submitted through the public services portal?
The portal remains where citizens submit and track. I only read the part of a file already received into your own system, and never touch data on the portal side.
Audit log · Ami Dossier · delegated by One-Stop Desk Lead
The figures in this example are illustrative. In production the agent creates no numbers — it reads and reorders what your system already holds.
- Reads inside your permissions
- Acts only where you delegated
- Every action leaves a trace
Where you meet the agent
- Right inside the module screenSuggestions appear beside the document you already have open, not in a separate app.
- Ask Ami in plain wordsType or speak, in the same language you already use across the system.
- Runs by itself when there is workFires on a business event and brings the work to you, instead of waiting for you to remember.
Where the agent gets its data
The agent has no data store of its own, syncs nothing outward and keeps no copy. It reads directly on the permissioned data layer the module already runs on — within the exact rights of whoever called it.
- Data leaves the company
- Permissions get rebuilt a second time — and can drift
- Figures lag behind the sync cycle
- Components submitted with each file
- The process and the deadline per step
- File routing history
And where does the AI model run?
The diagram above is about where the DATA sits; this is about where the MODEL runs — two different things. Routing follows data sensitivity automatically; you do not pick per task.
See the hybrid AI modelAgents in the same group
Other agents on the same data layer — usually switched on together.
What this agent does not do
- It grants itself nothing.The agent pre-fills forms and can write to the system — but only within what you delegated; beyond that it stops at a suggestion.
- There is no data shortcut.The agent sees exactly what the calling account may see — no private connection of its own.
- It never acts anonymously.The log records which agent acted, under whose delegation and who approved — accountability stays with people.
How to switch this agent on
- Your company needs to be running the Document Management – EDM module — the agent reads that module's own data.
- No separate permission setup: the agent's rights are the rights of whoever calls it.
- Switched on and tuned during rollout, following your existing approval flow.
The exact scope and the order modules are switched on get settled in the demo, against your current setup.
Questions people usually ask
Can the agent change data on its own initiative?+
Not on its own initiative — but it does more than read. The agent pre-fills forms and writes to the system within exactly the scope you delegated to it; anything beyond that stops at a suggestion and waits for someone with authority. Either route, every action lands in the audit log.
What if the agent suggests the wrong thing?+
Every suggestion carries its evidence: which document, which line, and why. The reviewer edits or rejects it before anything is written — and both of those actions leave an audit trail too.
How is this different from a chatbot?+
A chatbot only answers when asked. An agent also takes a job you hand over once, then watches the data on its own, runs when a business event fires, and reports back — that is the half a chatbot never does.
How is this different from an automation flow?+
An automation flow runs the steps it was configured with. An agent reads business data, ranks it by situation and picks what needs doing — within exactly the scope you delegated, and anything needing approval still goes through your existing approver.
Does data leave the company?+
Tasks that touch sensitive data run on Internal AI placed inside your own infrastructure; only non-sensitive tasks use an external model. Routing follows the sensitivity of the data automatically.
See the agents run on your own data.
Book a demo scoped to the modules and industry you actually need.