AI Field Generation
Describe what you track, or paste the columns off a spreadsheet, and get back a named group of fields with types, options and placeholders already chosen, each one approved or refused on its own.
Generating a field group
proposalFields for a motor claim: policy, incident, vehicle, and who is handling it.
Product figures from the platform’s own defaults - not customer averages
How it works.
Eleven types to choose between
Text, number, email, phone, web address, date, yes or no, one from a list, several from a list, currency and file. The instruction pushes the right one for the shape and asks for the options to be written out where a list is involved.
It is told what it may not name before it starts
The fields a record already owns are worked out and handed over as names it cannot take, leads included. So nothing comes back proposing a second Last Name, and the check on the way in has almost nothing left to catch.
Your spreadsheet stays where it is, its column names travel
Headers and a sample of values are read, the type of each column is worked out from that sample, and a short description of the columns is what goes out. The file itself is not what travels.
Approval is per field, and the conversation carries on
Each proposed field starts pending and is confirmed or denied individually. Asking for a change preserves what you already confirmed and only resets the parts being reworked, then the group and its fields are created the ordinary way.
One moment in every read.
Every read passes through the same seven. AI Field Generation is the lit one, and everything either side of it is a different page in this category.
- 01Source
the call or the thread it reads
- 02Transcribe
audio into words, with speakers
- 03Read
the pass over the whole of it
- 04Judge
the score, the sentiment, the intent
- 05Extract
the fields and follow-ups pulled out
- 06Write
what lands back on the record
- 07Review
a person checking the machine
The specifics.
8 facts- Field types
- Eleven, including a file field the by-hand form does not offer today
- Record kinds
- Four, on tabs of their own. Whichever one you are standing on decides which reserved names travel out with the request
- Inputs
- A description, the conversation so far, and pasted spreadsheet rows
- Photographing a form
- A photograph goes through the same reading a spreadsheet does, so what reaches the model is a description of the columns rather than the image
- Required flags
- Everything comes back optional unless you explicitly asked for one to be required
- Starting points
- Six built in templates, narrowed by the workspace industry where one is set
- Permission
- Manage settings on the workspace, because it creates real columns
- Not the same as
- This designs the columns. Filling them from a conversation is the writeback page
What it reads, and what reads it.
Nothing here invents its input. These are where the material comes from, and where the verdict goes afterward.
More in Intelligence
13 capabilitiesAI that proposes edits to the record - an insight becomes a field once you accept it.
A supervisor who used to open the audio reads it instead: what the call was about, how it went, what was asked for, what it scored. One reading, one answer.
Nothing on an existing lead moves by itself. What the call gave up arrives as proposed edits, each with the value it would replace and the words it came from.
One to six sentences on the record covering why the call happened and what was agreed, so nobody reading the list has to open the audio to find out.
Finding yesterday's bad calls is a filter, not an afternoon. Positive, neutral or negative on every analyzed call, kept in a field of its own you can sort on.
How the agent sounded, how the customer sounded, one word for the pair. Chosen words rather than a fixed list, so a call can close politely and grudgingly.
A month of calls gets reviewed by whoever had time. Every call carries five numbers instead, and the overall is judged in its own right rather than averaged.
Nobody re-listens to check the disclosure went out. Every call is scored against what compliance means on your floor, with a missing one excluded, not passed.
What the customer asked for and what your agent promised, kept as two lists, because they are two different obligations and only one of them is yours to keep.
A promise made out loud is worth nothing until it sits on a day. Callbacks and meetings come off the call with the time said, real the moment you accept.
A coaching note never quotes the customer back at a rep who did not say it. Four of six engines return the channel each side was on, one control swaps them.
A collections call and an admissions call are not judged the same way. Fifteen verticals ship knowing the difference. What comes back still reads the same.
A thread is read only when somebody on it is one of your leads. No match and nothing is sent anywhere, so mail that is not about a customer is left alone.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more. When one starts timing out mid-afternoon the work moves down the chain rather than stopping on you.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
See ai field generation on your own floor.
Thirty minutes, your numbers and your data. We will set ai field generation up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included