With Neota’s expertise automation capabilities, you can improve consistency in decision making and streamline the delivery of expertise to a wider audience than ever before.
Scale expertise
Automated advice
Neota’s expertise automation capabilities allow users to create intelligent web-based solutions that replicate the advice a subject matter expert would provide, in person or over the phone. The solutions guide users through a digital interview that gathers facts, reasons on the information collected and produces custom, bespoke solutions that meet the needs of your business.
Features
Questions
Support for different question types, dynamic questions, validation
Rules
Create custom rules and logic that define your user pathways, outcomes and more
Formulas
Supports the construction of highly sophisticated calculations and reusable functions to support automated financial outputs
Generate a document
Automate the drafting of documents by populating variables and defining logic
Generate messages and emails
Provide customized information to users via emails and messages
Runtime preview
Preview your solution as it is being constructed
Designer themes
Choose from a selection of expertly crafted visual themes and apply them to your solution with one click
Combine multiple logic tools
Utilize a variety of input data streams into one seamless process
Complex logic and risk-based solutions
Combine declarative and procedural forms of reasoning in the same solution
Reasoning across data sets
Apply reasoning across field sets of data or even nested field sets to support logic solutions across groups of data points
Spreadsheets
Allow existing Microsoft Excel spreadsheets to be uploaded to a Neota-built solution where a solution requires calculations that are best completed in Excel