Guided intelligence
AI & Voice Notice
Last updated August 30, 2026
Your choice
You may complete Discovery manually. Voice guidance is optional, and microphone permission is requested only after you choose to use it.
What happens in guided mode
Your audio may be converted into text so the guide can understand your response, fill the relevant fields and confirm what it captured. A visible transcript and typing fallback should remain available.
Human review
AI-generated summaries, classifications, underwriting analysis and recommendations may be incomplete or incorrect. Authorized people retain control of approvals, declines, offers, submissions and other consequential decisions.
Recording and retention
The production experience will disclose whether audio is recorded, how transcripts are retained and which providers process them before voice activation. Do not provide sensitive information that the session has not requested.