RiskDefy AI
Stop clicking. Start asking.
Your RiskDefy AI assistant finds people, checks applications, creates accounts, chases chargebacks and keeps your boards in sync. Just tell it what you need, in plain English.
RiskDefy AI
Connected to your AI assistant
Connected
Onboard Maria Lopez with RiskDefy. Her license and bank statement are in the shared drive.
Created Maria’s account and application
Got RiskDefy’s document checklist
Found her files, packed and submitted them
All filed. Her welcome email and text are on the way.
submission-manifest.json
2 documents
documents / DL Front
license.jpg
documents / Bank Statement
statement.pdf
Just launched: AI onboarding
One request. Fully onboarded.
Ask your AI assistant to onboard someone. It talks to RiskDefy, learns exactly which documents are needed, gathers the files it already has access to and submits them in one hand-off.
Files only land on that applicant’s documents. Wrong or stray files are turned away with reasons, and nothing is overwritten unless you ask.
No forms, no folders, no chasing.
Walk through document collection
57 tools across 10 areas of your business
Everything your assistant can do. Pick an area, tap a card, copy a prompt.
57 things your assistant can do
Good to know
Every tool is labeled. You only see what you can already access.
Just looks
Never changes anything. Ask away.
Makes changes
Updates your records. Double-check names and numbers first.
Reaches out
Contacts real people or outside systems: emails, texts, e-signatures or your CRM.
Want RiskDefy in your own AI app?
Ask an admin for a connection key.
Connect RiskDefy AI to the assistant your team already uses and run onboarding, lookups, chargebacks and board updates in plain English.
Onboarding sends real welcome emails, texts and e-signature requests. Some tools are available to admins only.