# Socotra Assistant Actions























The [Operations Workbench ](https://ui-ec-sandbox.socotra.com/en/operations) features a sidebar for the [Socotra Assistant](./overview.mdx), which includes a set of buttons that perform common underwriting tasks called actions. Some actions are executed by the Socotra Assistant, while others are executed without AI assistance.

The following actions are available within the Socotra Assistant sidebar:

* Extract fields from documents
* Check for missing or invalid fields
* Check underwriting rules
* Generate underwriting insights
* Create necessary documents
* Price risk
* Create underwriting summary
* Bind quote
* Issue policy

Follow the instructions [here](./getting-started.mdx) to get started with the Socotra Assistant.

Actions [#actions]

Extract fields from documents [#extract-fields-from-documents]

<img alt="Extract fields from documents" src={__img0} placeholder="blur" />

This action allows you to upload typed or hand-written documents, such as ACORD forms, and the Socotra Assistant will send them to AWS Textract, which will extract the document data. The assistant will then automatically add the extracted data to your quote, eliminating the need for underwriters to add data to quotes manually.

Once the process is complete, details about the extracted data will be displayed within the action panel.

Files must be in one of the following formats: .pdf, .png, .jpg, .jpeg, .tif, .tiff, .csv, .txt. You can upload up to 10 files at once.

Check for missing or invalid fields [#check-for-missing-or-invalid-fields]

<img alt="Check for missing or invalid fields" src={__img1} placeholder="blur" />

This action performs default validation checks and executes the [Validation Plugin](/configuration/plugins/validation) if it has been implemented.

Once the process is complete, the validation results will be displayed within the action panel, and you can ask the Socotra Assistant [chatbot](#chat) to help fix validation issues.

For example:

<img alt="Validation Example" src={__img2} placeholder="blur" />

Check underwriting rules [#check-underwriting-rules]

<img alt="Check underwriting rules" src={__img3} placeholder="blur" />

This action executes the [Underwriting Plugin](/configuration/plugins/underwriting) statelessly if it has been implemented. If the plugin has not been implemented, the quote will automatically pass this underwriting check. No AI is used for this action.

Once the process is complete, the results of the underwriting check will be displayed within the action panel.

Generate underwriting insights [#generate-underwriting-insights]

<img alt="Generate underwriting insights" src={__img4} placeholder="blur" />

This action analyzes your quote against a set of risk assessment criteria. You can upload a document containing risk assessment criteria by following the instructions below:

1. Navigate to the *System Manager* tab at the top of the page.
2. Click on *Tenants*.
3. Select a tenant.
4. Navigate to the *Assistant Configuration* tab on the left side of the page.
5. Select your product in the dropdown menu underneath the *Assistant Configuration* label.
6. Click the *Risk Assessment Criteria* tab.
7. Click the *Upload Document* button to upload a document.
8. You can edit documents using markdown formatting in the *Write* tab, and preview the final document formatting in the *Preview* tab.
9. Click the *Save* button at the bottom of the page once your changes are complete.

Files must be in .md format. You can only upload one file at a time.

Return to the Socotra Assistant sidebar and click the *Generate* button. Once the process is complete, the results of the analysis will be displayed within the action panel. Each result may contain buttons that can be used to perform relevant actions based on the result.

Create necessary documents [#create-necessary-documents]

<img alt="Create necessary documents" src={__img5} placeholder="blur" />

This action creates documents based on document templates. The Socotra Assistant will automatically add quote data to the documents. You can upload document templates by following the instructions below:

1. Navigate to the *System Manager* tab at the top of the page.
2. Click on *Tenants*.
3. Select a tenant.
4. Navigate to the *Assistant Configuration* tab on the left side of the page.
5. Select your product in the dropdown menu underneath the *Assistant Configuration* label.
6. Click the *Document Templates* tab.
7. Select a document type.
8. Click the *Upload Document* button to upload a document.
9. You can edit documents using markdown formatting in the *Write* tab, and preview the final document formatting in the *Preview* tab.
10. Click the *Save* button at the bottom of the page once your changes are complete.

Files must be in .md format. You can only upload one file at a time.

Return to the Socotra Assistant sidebar and click the *Draft* button. Once the process is complete, you can download your documents by clicking the *Download documents* button.

Price risk [#price-risk]

<img alt="Price risk" src={__img6} placeholder="blur" />

This action executes the [Rating Plugin](/configuration/plugins/rating) if it has been implemented. If the plugin has not been implemented, this action will fail. No AI is used for this action.

Create underwriting summary [#create-underwriting-summary]

<img alt="Create underwriting summary" src={__img7} placeholder="blur" />

This action creates an editable underwriting summary.

Once the process is complete, you can edit the summary, then save the summary to your notes by clicking the *Save to notes* button. Once the note has been saved, you can view the note by clicking the *View notes* button. Embedded work management must be enabled before using the notes feature.

Click the down arrow next to the *Notes* label at the top of the sidebar, then click *Socotra Assistant* to return to the Socotra Assistant.

Bind quote [#bind-quote]

<img alt="Bind quote" src={__img8} placeholder="blur" />

This action moves the quote to the `accepted` state. No AI is used for this action.

Issue policy [#issue-policy]

<img alt="Issue policy" src={__img9} placeholder="blur" />

This action moves the quote to the `issued` state and creates a policy. No AI is used for this action.

<span id="chat" />

Chat [#chat]

You can chat directly with the Socotra Assistant and ask it to perform additional tasks by clicking on the *Chat* tab in the sidebar. The chatbot uses Socotra [MCP server](/ai-guide/mcp-server/overview) tools to respond to prompts.

Here are a few example prompts:

“Copy data from a similar quote to this quote.”

“Recommend values for these fields, and add the recommended values to the quote.”

“Identify any potential issues with this quote.”

Next Steps [#next-steps]

* [Email Intake Workflow](./email-intake.mdx)

See Also [#see-also]

* [Socotra Assistant Overview](./overview.mdx)
* [Socotra Assistant Setup Guide](./setup.mdx)
* [Getting Started](./getting-started.mdx)
* [Operations Workbench ](https://ui-ec-sandbox.socotra.com/en/operations)
* [MCP Server](/ai-guide/mcp-server/overview)