ASSIST

Shipped.

Shipped.

Shipped.

Shipped.

Shipped.

Adopted.

Adopted.

Adopted.

Adopted.

Adopted.

Loved.

Loved.

Loved.

Loved.

Loved.

Admin mode

Ask and
ASSIST gets it done

900

tasks run a day by superusers

From files to finished work.

From files to finished work.

Analyse documents, summarise calls, and turn your knowledge into clear reports.

Analyse documents, summarise calls, and turn your knowledge into clear reports.

ASSIST analysis and content creation example 1
ASSIST analysis and content creation example 2
ASSIST analysis and content creation example 3
ASSIST analysis and content creation example 4
ASSIST analysis and content creation example 5
ASSIST analysis and content creation example 6

From question to action. Ask about your data. ASSIST answers. Then gets to work.

From question to action. Ask about your data. ASSIST answers. Then gets to work.

Never misses a follow-up
ASSIST sends the reminders so you don’t have to.

Never misses a follow-up
ASSIST sends the reminders so you don’t have to.

At 8 AM daily, flag InsureIndia’s city-wise issues and key financial changes.

At 8 AM daily, flag InsureIndia’s city-wise issues and key financial changes.

ASSIST

8:00 AM

Pune needs your attention

Pune needs your attention

320 customers missed renewal debits this week. ₹1.8 crore in premiums at risk.

320 customers missed renewal debits this week. ₹1.8 crore in premiums at risk.

Priority: contact customers before cover lapses.

Financial pulse

13-month persistency

13-month persistency

81.7%

81.7%

Daily −0.1 · Weekly −0.4 · Monthly −1.3 pp

Daily −0.1 · Weekly −0.4 · Monthly −1.3 pp

Solvency ratio

Solvency ratio

266% (est.)

266% (est.)

Daily −1 · Weekly −3 · Monthly −6 pp

Daily −1 · Weekly −3 · Monthly −6 pp

VNB margin

VNB margin

19.2% (est.)

19.2% (est.)

Daily +0.1 · Weekly +0.3 · Monthly +0.7 pp

Daily +0.1 · Weekly +0.3 · Monthly +0.7 pp

Demo data · modelled trends, not reported daily figures. pp = percentage points.

40+

Connected apps

3

Office apps. Excel, Word, PowerPoint.

1

AI workspace for your whole team

Turns your files into business insights

Turns your files into business insights

Upload a PDF, document, or spreadsheet.
ASSIST turns your files into summaries, reports, and answers.

Upload a PDF, document, or spreadsheet.
ASSIST turns your files into summaries, reports, and answers.

Bring your team into ASSIST.

Bring your team into ASSIST.

Invite colleagues by email and start working
together in one shared workspace.

Invite colleagues by email and start working
together in one shared workspace.

Invite colleagues by email and start working
together in one shared workspace.

Fits right in with your systemsand the rest of your stack

Fits right in with your systemsand the rest of your stack

See full list

Delighters & improvements

Shipped since
January

Some of our favourites

52

features and improvements

Coming soon ASSIST MCP. Bring your ASSIST content directly into the other AI tools your teams use, including ChatGPT, Gemini, and Claude.

Invite Team mates. Bring your team into ASSIST. Invite colleagues by email and start working together in one workspace.

Better image generation in Edit mode. Generate or edit any image in your course with significantly better quality, especially for images with text.

Works in Hindi and Marathi. Ask questions, understand documents, and get answers in Hindi or Marathi, alongside English.

ASSIST Mentions cards inviting Priya Sharma, Arjun Mehta and Meera Iyer to chats.

Mentions. Bring teammates and AI agents into a conversation with @mentions, keeping the right people and context together.

Bulk content upload. Bring all your files into one system. Upload documents in bulk and keep your team’s knowledge together in ASSIST.

Groups. Create groups for Finance, Risk, Operations, and more. Give each team shared access to the agents, documents, and resources they need in ASSIST.

Plugins. Extend ASSIST with plugins for the tools your team uses. Bring work from GitHub, Notion, and Figma into one workflow.

SCIM. Provision and manage ASSIST accounts from Microsoft Entra ID or Okta, keeping access aligned with your directory.

Login audit. See who signed in to ASSIST, when, and from where. Review successful and failed sign-ins with a clear record of workspace activity.

Usage History. Understand how your workspace uses ASSIST. Track active users, queries, feedback, and token usage over time.

Spending Limit. Keep token usage under control in ASSIST. Set rolling limits for the whole workspace, each person, or specific groups.