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Planned On the horizon

Let staff and AI work on the same form together

Also listed as: Human + AI collaborative form filling

What is it?

Xelence will let staff and AI share the work on a form. AI agents, which can carry out steps on their own within set limits, prepare parts of a form, and staff check, correct and finish it.

Why does it matter?

Complex cases often need information gathered from several places before a form can be completed, which ties up skilled staff on routine steps.

More staff time for judgement and casework, and less time spent on routine gathering and entry.

Getting it into your solution

  • Needs an upgrade to the Xelence release
  • Needs configuration
  • Changes how your team works

What this means for your upgrade

Where people stay in control

Staff stay responsible for the form. They review what AI has filled in, can change any value, and approve the form before it is submitted.

Start thinking about

  • Which parts of your case forms are routine enough for AI to prepare?
  • Which decisions on a form must always be made by a person?
  • How would you want staff to track what AI contributed to a form?

Terms used on this card

Agentic AI
AI that can carry out a sequence of steps toward a goal, such as checking, deciding and acting, within limits people set, rather than only answering one question.

See all terms

Items shown as planned are subject to change based on customer priorities for specific features and enhancements.

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