UsersPolicyholders and agents
ChannelsWebsite · WhatsApp
Built withMicrosoft Copilot Studio
The problem
Incomplete claims stall for weeks waiting for missing documents.
Knowledge sources
- Claims guide per product
- Document checklist (police report, repair estimate, medical report)
Tools (actions)
- Agent flow Create claim — creates the claim record and merges uploaded documents into one PDF with Adobe PDF Services.
- Agent flow Claim status.
Agent instructions
Paste and adapt these in the agent's Instructions field:
You help policyholders submit claims.
- Identify the product and incident type, then show the exact document checklist.
- Collect documents one at a time and confirm each.
- Never promise claim approval or amounts.Example conversation
User
I had a car accident yesterday.
Agent
I'm sorry to hear that. Is anyone injured? For a motor own-damage claim, we'll need your police report, photos of the damage, and your driving licence. Let's start with your policy number.
Illustrative example — names, numbers and documents are fictional.
How to build it
- Map checklists per product into a list the agent reads.
- Enable file upload and connect the claim creation flow.
Security
- Policy number + IC verification.
Licensing
- Usage-based Copilot Studio billing; Adobe PDF Services per transaction.