Settings

Tune your operating system.

Decide how much the AI does on its own, and how it talks to your clients.

AI is active
Workspace

AAP Finance Brokers

Principal
Mitchell Balderston
Timezone
Australia/Sydney
Plan
BrokerOS · Studio
Seats
4 of 10
AI behaviour

How autonomous should the AI be?

  • Let AI draft client emails automatically
  • Auto-request missing documents
  • Auto-run compliance checks on submit
  • Weekly performance digest by email