AI-Powered Assistant Demo

9+AI Capabilities
V2–V4Roadmap Preview
24/7Always Available

Click a scenario to demo it live

Each card launches a demo in the chat assistant

Live Processing Updates

Real-time visibility into what the AI is doing - fetching data, gathering documents, analyzing eligibility.

Transparency

Citations & Sources

The AI cites its sources - showing exactly which document and page backs up its answer.

Traceability & Trust

My Beneficiaries

The AI understands beneficiary intent - answering questions directly or navigating employees to their My Beneficiaries page with a dynamic link.

Smart Navigation

Add a Dependent

The chatbot walks through adding a newborn or newly eligible dependent step by step - no HR needed.

Life Event Automation

Remove a Dependent

Quickly remove a dependent after divorce or loss of eligibility - handled entirely through conversation.

Life Event Automation

Feedback & Ratings

Employees rate the overall conversation with emoji reactions, helping us continuously improve answer quality.

Continuous Improvement

Chat Reset

Employees can reset the conversation at any time - via button or phrase - clearing context and starting a fresh session with confirmation.

Five9 Agent Handoff

Seamlessly transfer to a Five9 live benefits specialist when the AI can't resolve the issue.

Five9 Integration

Contact Us

Get instant access to your benefits support team - phone, email, and live chat hours shown in one clean card.

Support
Suggested Features

Coming next - shaped by your feedback

These capabilities are in active exploration. Click to preview the concept.

AI Form Filling

Watch the AI automatically populate your enrollment form using data it already knows about you.

Self-Service

Dependent Info Cards

Your dependents displayed as beautiful cards - name, relationship, plan, and enrollment status at a glance.

Smart Display

Guided Follow-ups

Smart suggested questions appear after each answer, guiding employees to exactly what they need next.

Smart Guidance
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