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Accelerate Document Intelligence, Empower Smarter Automation, and Discover Hidden Insights

Coming Soon: The Next Release of TotalAgility

Highlights

Get ready for the most transformative TotalAgility release yet. The next release of TotalAgility introduces a tiered, AI-first platform that aligns automation capabilities to your business priorities — whether processing documents, automating workflows, or uncovering insights from unstructured content. Powered by agent-driven automation, TotalAgility helps teams move faster, govern smarter, and make better, smarter decisions. Explore what’s coming in each tier:

Intelligent Document Processing (IDP)

TotalAgility Standard

Eliminate manual entry and speed up operations with agent-driven workflows that classify, extract, and validate incoming documents. New enhancements include:
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A faster, more intuitive no code experience for building and managing document automation. Simplified navigation, real-time job insights, and easier access to key capabilities support broader adoption and streamline day-to-day work.

Quick Capture is now rebranded as DocAI Studio, offering a more intuitive, no-code experience to instantly design IDP solutions—complete with easier access to pre-trained document models and Copilot-driven field extraction.

Access 3,000+ pre-trained extraction models for the most common document types across industries and use cases—making it faster and easier to deploy new projects with high-quality results.

*Optional add-on

Microsoft Document Intelligence for OCR is now pre-integrated with no additional license key required, delivering improved accuracy and automatic language detection for complex document processing.

Copilot for Extraction expands the types of documents that customers can automate by recognizing fields based on checkboxes—which is critical for forms, loan applications, and similar documents—enabling broader automation, improved straight-through processing, and reduced manual work.

Import documents from external sources more easily and convert file formats automatically, so teams can work with more content types from more sources—and get automation projects up and running faster.

Workflow-Automatisierung

TotalAgility Advanced

Streamline complex processes and case-driven workflows with multi-agent orchestration and smart decisioning that adapts to changing business context.
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New enhancements streamline AI agent creation by simplifying setup and usability, enabling faster rollout of AI-driven workflows with less technical effort.

Quick AI Agents bring goal-driven intelligence to TotalAgility. Easily create your own custom AI agents that interact with users and automate steps in your workflows.

Quickly retrieve and present relevant information from case data using natural language queries – helping caseworkers, reviewers, and approvers find critical information faster and respond with greater confidence.

Coordinate multiple AI agents to work together toward shared goals, enabling more dynamic automation across complex workflows. Agents can hand off tasks, share context, and drive more advanced automation to reduce manual effort and boost responsiveness.

Knowledge Discovery

TotalAgility Enterprise

Uncover hidden insights from long-form, unstructured content using semantic search and question & answering agents that help users inform smarter decisions.
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Transform large volumes of unstructured content—like proprietary business documents, contracts, and emails—into structured, searchable information by breaking it into meaningful chunks with contextual understanding.

Securely store and manage enriched content in a centralized, searchable knowledge base. Built for scale, it allows teams to easily organize and update large volumes of unstructured information—making institutional knowledge accessible across the business.

Quickly find answers within unstructured, long-form content using natural language queries. This AI-powered capability combines semantic search, question and answering agents, and retrieval-augmented generation (RAG) to deliver fast, trusted responses—helping teams make better, more confident decisions.

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