Apr 16, 2025
V7 Go now offers a conversational approach to AI document analysis through two new features: Cases and Concierge. This update makes interacting with the platform more intuitive and accessible to all users on your team, regardless of their technical background.
You may have noticed that Projects in V7 Go are now called Agents. This change reflects their specialized ability to solve domain-specific tasks using AI through multi-step reasoning, advanced retrieval capabilities, web search, and app integrations. Concierge serves as your AI assistant to communicate with these Agents and delegate tasks to them. Each conversation with Concierge is saved as a new Case and creates a persistent record that you can reference or continue later.
The example above shows Concierge analyzing a CIM document. When a user asks, "Can you triage a CIM document?", the AI assistant identifies and suggests the appropriate Finance CIM Triage agent. After the document is uploaded, the agent extracts key information (such as financial metrics, company description, and background details) and determines whether the triage result is a pass or a fail.
To explore more examples, watch this short tutorial video:
All extracted information is linked to the source via interactive hyperlinks that open the document at the relevant section. This design enables users to verify each data point without manually searching through the document. A collapsible sidebar on the right displays the extracted data alongside its source references, making verification simple and intuitive.
With Cases and Concierge, users can trigger workflows through simple chat messages, use multiple agents in one conversation, attach documents from various sources, ask follow-up questions, and verify AI outputs through interactive references.
The table-style view remains available for setting up agents, automations, and properties. To access it, click the "Configure agent" button that appears when you hover over agents on your V7 Go platform homepage. You’ll also notice that behind the scenes, V7 Go adds a new row each time a specific agent is run via Concierge.
Head of Product
