Rogo's agents for handling client-call action items
A post says the agents can use client conversations, firm context and financial data to create and send client materials.
TLDR
A post describes Rogo dispatching agents to handle action items from client calls: creating materials using the conversation, user and firm context, and financial data Rogo holds, then sending the materials to clients. The writer says this can happen without a human in the loop, though one can remain involved initially, and says closing the loop on entire workstreams in large enterprises is difficult.
Combined views
258
1 Source, first seen ago
