AI Challenge + Intelligent Orders

AI Challenge + Intelligent Orders

Use Case Description

By using UiPath Communications Mining, the organization can automatically categorize the messages based on their content, identify common issues that customers are experiencing, and route them to the appropriate support team. This can lead to faster response times, more efficient service, and higher customer satisfaction. In this specific case the idea is to route order informations to the right receiver. Therefore extraction from emails, attachments is needed to do appropriate actions, best case incl. human in the loop acknowledgement. So semantic understanding of input is needed to execute following steps

AS-IS WORKFLOW, TO-BE WORKFLOW

AS-IS: Currently, orders arrive via an input channel in various formats. Email, Excel, unstructured, etc… These currently have to be analyzed manually and a corresponding order created in the downstream system for execution.
TO-BE: All input is analyzed by communications mining. This enables direct assignment and action. Non-assignable or non-specialist topics can even be routed further. This can accelerate trading and raise it to a new level of maturity.

Other information about the use case

Industry categories for this use case: Banking

Skill level required: Intermediate

UiPath Products that were used: UiPath Communications Mining, DU

Other applications that were used: Excel, Outlook, PDF,

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

Overview

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