New! Transflo Workflow AI
Knowledge Base

 

Workflow AI for BrokersWorkflow AI for Factors

Workflow AI for Brokers

 


Workflow AI for Factors

Workflow AI for Carriers

Experience the excitement and performance of our next-generation automated document processing solution.

 Documentation for this BETA product is not yet available.

To learn more, see Transflo Workflow AI.


 

To learn more, see the following Workflow AI videos:

 

 

This KB will include more content as it becomes available.

We invite you to check back later.

 

When working with our Sales team,
ask how Workflow AI solutions can integrate
with other automated document management
solutions by Transflo including DMS and Synergize.

Frequently Asked Questions (FAQ)

 

 

Still Need Some Help?

Our Help Desk is not yet available for Workflow AI Carrier Edition pre-release BETA

BETA releases are typically not eligible for full support.

 

Need to report a bug or submit a feature request?

Check with your authorized Transflo account representative

or implementation manager for details.

 

Workflow AI Factor and Broker customers with active SaaS subscriptions are eligible for full support.

Monday to Friday

8:00 a.m. to 6:00 p.m. US EST

(5:00 a.m. to 3:00 p.m. PST)

 

Call: 813-386-2378

or open a new help ticket