Categorize
Each case is categorized on arrival.
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Intake IQ
An intake layer that categorizes each incoming case, generates a summary, and surfaces actionable insights directly to the caseworker.
In short
Intake IQ is an intake layer that categorizes each incoming case, generates a summary, and surfaces the signals that matter directly in the caseworker view. Instead of opening a raw record and reading it cold, a caseworker starts with the gist and the relevant context already pulled forward. The same categorization and summarization logic is applied to every case across the team, so triage is faster and more consistent regardless of who is doing it. The work that used to be repeated by hand on every case, reading, categorizing, and deciding what matters, happens automatically before anyone starts.
SalesforceGeminiApexLWC
SummarizedEvery case on intake
ContextNot a raw record
ConsistentTriage across the team
The problem
Every incoming case arrived as a raw record. Before anyone could act, a person had to read it, categorize it, and figure out what mattered.
That work was repeated on every case and varied with whoever was doing it.
How it works
Categorize, summarize, and surface what matters on intake.
route_to_human.pipeline Confident · auto Unsure · to a human
Incomingcases · docs
Modelconfidence
Human review
Flagged cases
Auto-resolved
Confident, cited
Summarize
A summary is generated so the caseworker starts with the gist, not a wall of fields.
Surface insights
Relevant signals are surfaced directly in the caseworker view, before they start.
What shipped
Caseworkers start with context instead of a raw record. Faster, more consistent triage.
The same categorization logic is applied to every case across the team.
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