Client AI File Validation Agent Messaging
complete
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Julie Rydman
Loving the idea of the AI File Validation Agent, I think this could be very helpful. I saw on the FB group that some clients were taking issue with the messages. Consider softening messages so they're more along the lines of, "Review document and confirm it matches request: August 2026 bank statement."
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Amanda Aparicio
updated the status to
complete
We've softened the wording to "This may be the wrong {period/document}. This looks like a {what was detected}, but a {what was requested} was request."
Example: "This may be the wrong document. This looks like a W-2 form, but a bank statement was requested."
Thank you for the feedback!
J
Julie Rydman
Amanda Aparicio Amazing, thank you!