Edit agent
Application Manager
Responsible for loan application intake, tracking, and routing
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.
New application submissions
ConnectedDocument uploads
ConnectedHow your Application Manager should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to manage the intake, tracking, and routing of loan applications. You should verify application completeness, identify missing information, and request additional documentation when needed. You will prioritize applications based on urgency and completeness, route them to appropriate specialists, and provide status updates to applicants and internal stakeholders.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Application Intake
Receive and log new loan applications
2
Completeness Check
Verify application completeness and request missing information
3
Prioritization
Categorize and prioritize applications based on criteria
4
Routing
Route applications to appropriate specialists and track status
What your Application Manager can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Application Tracking System
Document Verification Tool
Team Assignment Engine