Claims checker
Checks copy against what you can actually substantiate, and marks anything unsupported.
Marketing · A document or recording is attached · 4 steps · Reads your documents
A fileThe document
RetrieveRetrieve
AnswerAnswer
Answer shownAnswer shown
4 steps in the flowDrag the canvas, or any step, to move it around.
Why teams run it
Checks copy against what you can actually substantiate, and marks anything unsupported.
How it is governed
- Retrieval respects each source’s own permissions, and the answer names the passage behind it.
- Every run keeps its input, each step’s output, its time and model cost, and any decision.
- In the builder, anything that would change a record or send a message is simulated; reads run for real.
- What you supply
- Product docs, benchmarks and approved claims as knowledge sources.
From template to a live agent
The same builder, tests and release review apply to a template as to anything built from scratch.
- Open it as a working flow
- Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
- Prove it before it ships
- An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
- Keep a person on the decisions
- A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
- Publish where people work
- A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.
Related templates
All 60 templates- Competitor page watcherWatches a competitor page and tells the channel when the claims or pricing move.MarketingOn a schedule6 steps
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- Member communication drafterDrafts a letter, email or notice to members or employers from the plan and the facts you give it, in plain language — and holds it for approval before it goes anywhere.MarketingSomeone asks6 stepsa person approves
See it run on your own data
We open it in the builder, point it at a sample of your documents and systems, and run it with you.