Capabilities
A capability is a playbook prompt plus, where it helps, a deterministic tool that does the arithmetic the model should not. There are 20 in 5 groups. The public half (label, description, group, chip) is packages/shared/src/capabilities.ts; the server half (playbook id, tools, thinking level) is api/src/capabilities/. The Worker refuses to start if the two disagree. ★ marks a pinned quick-action chip.
This page is generated by docusaurus/scripts/generate-reference.ts from the source it describes. Edit the source, then run npm run docs:reference.
Understand the claim
Get up to speed fast.
Ask about the claim
Free-form questions answered from the record: parties, dates, money, documents, diary.
| Id | claim_qa |
| Playbook | capability.claim_qa in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | deployment default |
| Pinned chip | no — in the More menu |
| Quick-action message | “What is the current position on this claim?” |
Summarise claim ★
A handler-ready summary of where the claim is, what has happened and what is outstanding.
| Id | claim_summary |
| Playbook | capability.claim_summary in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | medium |
| Pinned chip | yes |
| Quick-action message | “Give me a summary of this claim.” |
Summarise documents
What the documents on the file say, what matters in each, and what is missing.
| Id | document_summary |
| Playbook | capability.document_summary in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “Summarise the documents on this claim.” |
Timeline
A dated chronology of the claim from loss to today, with the turning points marked.
| Id | timeline |
| Playbook | capability.timeline in api/src/prompts/catalogue.ts |
| Tools it owns | build_timeline |
| Thinking level | deployment default |
| Pinned chip | no — in the More menu |
| Quick-action message | “Build me a timeline of this claim.” |
Data insights
The numbers behind the claim: spend by head and provider, pace against SLAs, where the money and time went.
| Id | data_insights |
| Playbook | capability.data_insights in api/src/prompts/catalogue.ts |
| Tools it owns | claim_metrics |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “What do the numbers on this claim tell us?” |
Decide and plan
Coverage, money, next moves.
Validate policy ★
Checks the loss against the policy: in force, coverage, limits, deductibles, exclusions, conditions.
| Id | policy_validation |
| Playbook | capability.policy_validation in api/src/prompts/catalogue.ts |
| Tools it owns | check_policy_in_force |
| Thinking level | high |
| Pinned chip | yes |
| Quick-action message | “Validate the policy against this loss.” |
Reserve estimation ★
Estimates the likely cost by head, compares it with the reserve, and recommends changes with sign-off needs.
| Id | reserve_estimation |
| Playbook | capability.reserve_estimation in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | high |
| Pinned chip | yes |
| Quick-action message | “Are the reserves adequate? What should they be?” |
Next actions ★
What to do next, ordered by urgency, with the deadline, rule or diary entry that drives each one.
| Id | next_actions |
| Playbook | capability.next_actions in api/src/prompts/catalogue.ts |
| Tools it owns | list_deadlines |
| Thinking level | medium |
| Pinned chip | yes |
| Quick-action message | “What should I do next on this claim?” |
Settlement guidance
A settlement range, the evidence behind it, and a negotiation strategy for the next offer.
| Id | settlement_guidance |
| Playbook | capability.settlement_guidance in api/src/prompts/catalogue.ts |
| Tools it owns | settlement_position |
| Thinking level | high |
| Pinned chip | no — in the More menu |
| Quick-action message | “Give me settlement and negotiation guidance.” |
Litigation risk
How likely this claim is to litigate, how defensible it is, and what settling now versus defending would cost.
| Id | litigation_risk |
| Playbook | capability.litigation_risk in api/src/prompts/catalogue.ts |
| Tools it owns | settlement_position |
| Thinking level | high |
| Pinned chip | no — in the More menu |
| Quick-action message | “Assess the litigation risk on this claim.” |
Recovery opportunities
Subrogation, contribution, salvage and indemnity rights the claim could recover money through.
| Id | recovery_opportunities |
| Playbook | capability.recovery_opportunities in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “Are there recovery opportunities on this claim?” |
Protect the customer and the book
Fraud, vulnerability, complaints, quality.
Fraud check ★
Screens the record for fraud and leakage indicators, weighs them fairly, and recommends whether to refer.
| Id | fraud_check |
| Playbook | capability.fraud_check in api/src/prompts/catalogue.ts |
| Tools it owns | run_risk_cross_checks |
| Thinking level | high |
| Pinned chip | yes |
| Quick-action message | “Run a fraud check on this claim.” |
Vulnerable customer check
Looks for signs of customer vulnerability (health, life events, resilience, capability) and how to adapt handling.
| Id | vulnerable_customer |
| Playbook | capability.vulnerable_customer in api/src/prompts/catalogue.ts |
| Tools it owns | scan_vulnerability_signals |
| Thinking level | high |
| Pinned chip | no — in the More menu |
| Quick-action message | “Check this claim for customer vulnerability.” |
Complaints guidance
Identifies expressions of dissatisfaction, whether they are complaints, the clocks running, and how to escalate.
| Id | complaints_guidance |
| Playbook | capability.complaints_guidance in api/src/prompts/catalogue.ts |
| Tools it owns | scan_expressions_of_dissatisfaction |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “Is there a complaint on this claim, and what should I do about it?” |
QA review
Audits the handling against the client’s rules, SLAs and good practice, and scores it with specific findings.
| Id | qa_review |
| Playbook | capability.qa_review in api/src/prompts/catalogue.ts |
| Tools it owns | run_handling_checks |
| Thinking level | high |
| Pinned chip | no — in the More menu |
| Quick-action message | “Do a QA review of how this claim has been handled.” |
Produce and prepare
Documents, calls, visits, handovers.
Draft a document
Drafts letters, emails, file notes, reports and strategy documents in the client’s house style.
| Id | document_production |
| Playbook | capability.document_production in api/src/prompts/catalogue.ts |
| Tools it owns | get_party |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “Draft an update letter to the claimant.” |
Call assist
Live support while you are on a call: who you are talking to, what to confirm, what to say and what not to.
| Id | call_assist |
| Playbook | capability.call_assist in api/src/prompts/catalogue.ts |
| Tools it owns | get_party |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “I am about to call the claimant — brief me.” |
Field visit briefing
A briefing pack for a site or claimant visit: what to inspect, ask, photograph and bring back.
| Id | field_visit_briefing |
| Playbook | capability.field_visit_briefing in api/src/prompts/catalogue.ts |
| Tools it owns | get_party |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “Prepare a field visit briefing.” |
Handover brief
Everything a handler taking over this claim needs to know, including the loose ends.
| Id | handover_brief |
| Playbook | capability.handover_brief in api/src/prompts/catalogue.ts |
| Tools it owns | — |
| Thinking level | medium |
| Pinned chip | no — in the More menu |
| Quick-action message | “I am taking over this claim — give me a handover brief.” |
Help
What can you do?
Explains what the assistant can help with on this claim and how to ask.
| Id | capabilities_briefing |
| Playbook | capability.capabilities_briefing in api/src/prompts/catalogue.ts |
| Tools it owns | list_capabilities |
| Thinking level | low |
| Pinned chip | no — in the More menu |
| Quick-action message | “What can you do?” |