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Conversational Process Automation with Trish AI: From Onboarding to Scale

In the summer of 2023, our team entered the AI era, and now it’s time to take a moment to look back and appreciate the transformative impact we’ve achieved thus far.

The Versatile Virtual Assistant

September 2023 saw Trisk unleashing AI magic with Trish, a versatile virtual assistant. Our team created Trish to represent a leap forward in AI technology, offering personalized assistance and transforming the way businesses interact with technology. It’s a demonstration of commitment to creating intuitive, user-centric solutions, embodying the spirit of innovation that drives the AI industry. It’s not yet another chatbot with documentation! Trish’s first ability was transforming your query into SMART forms powered by IF/THEN Show rules. You read it right: Trish rapidly unfolds questions like “Create a customer study questionnaire for insurance vertical” into a tangible form that you can distribute immediately!

Redefining Workflows: AI-Driven Conversational Process Automation in Action

In October 2023, we were happy to make AI-driven Conversational Process Automation publicly accessible, a groundbreaking paradigm in workflow creation and the future of operational excellence for business. Our team redefined how businesses overcome their operational challenges, emphasizing the role of AI in automating and streamlining task management, knowledge distribution, and the natural way for people to get results instantly and observe almost immediate ROI. By integrating AI into the heart of process automation, Trisk not only enhanced efficiency but also provided a more natural and interactive way for users to engage with their workflows and with each other.

Enhanced Workflow Insights: Data-Driven AI Reporting

November 2023 marked another milestone with Trisk’s introduction of AI-driven reporting for enhanced workflow insights. The data-driven approach enables businesses to make informed decisions by providing deeper insights into their operations. The integration of AI in reporting highlighted the importance of data in understanding and improving business processes, illustrating how AI can transform raw data into actionable intelligence. The data is there, make it actionable! Don’t let it be a couch potato.

AI-Driven Onboarding: Crafting Immediate Business Value

In December 2023, our team revolutionized the onboarding experience. No more lost-in-process or from-where-to-start thoughts in your mind—let Trish study the essential information about your business challenges, structure, and specifics.

Within minutes, experience the innovation in leveraging AI to streamline complex processes, making them more efficient and user-friendly. The integration of AI in onboarding not only enhanced user engagement but also provided immediate value to businesses by simplifying and accelerating the adoption process. This approach underscored the potential of AI in transforming routine tasks into dynamic, interactive experiences.

AI-Interactive Documentation and Guide: Breaking New Ground

In January 2024, we took a significant leap with AI-Interactive Documentation and Guide. Yes, this was not the beginning of the AI era in Trisk, it’s the closing loop in the first milestone from 2023. Trish now stands as a comprehensive knowledge hub and a personal navigator within the Trisk universe—a significant advance in how users interact with AI, offering a seamless, intuitive way to access information and guidance. This development underscores our commitment to continuously expanding Trish’s capabilities, ensuring that users have the most advanced tools at their disposal.


Each step, from AI-driven onboarding to interactive documentation, represents a building block in the larger picture of AI’s transformative impact on businesses and workflows. We keep the commitment to innovation and user-centric design. It’s the important emphasis on agile development, continuous iteration, and the importance of user feedback in shaping products. I want to make it clear that our journey is not just about the technology itself but about how it is harnessed to create value, streamline processes, and enhance user experiences. This story of AI development is a testament to the potential of AI to revolutionize industries and redefine the future of work. Stay tuned as we plan to ship even more unexpected and disruptive capabilities into your hands!