AI Account & Claim Assistant

Ask AI is now on the Account and Claim pages. Ask in plain language why a claim is on a strategy, who changed an address and when, or which claims are overdue, and get an answer that cites the events behind it. In Edit mode it can also make a limited set of changes for you.

Released on 1 July 2026.

Who sees it: users on the latest version of the Account and Claim pages whose role has the Ask AI permission in Role Manager.