Record Groups introduce a new AI-driven system for managing customers, crew, and cases end to end. Data flows into records automatically through agents, uploads, or connected sources, where AI agents continuously process it – analyzing information, taking actions, and generating results in the background.

Each record gives you full visibility into this process through dedicated sections for activity, results, documents, photos, emails, calls, notes, and details, so you can monitor every step the agent takes.

You can interact with the agent at any point – ask why a decision was made, question a result, discuss a document or photo, or request the agent to take further action.

At the same time, records remain fully flexible: agents can generate notes and updates automatically, while you can also add notes, upload files, log activity, and edit or customize record details manually. The system combines continuous AI automation with complete human control, all in one unified record.