Introducing the Docktix Agent Builder: AI Customization Without Code

Every PI firm has a slightly different way of running intake, qualifying leads, drafting demands, and managing settlements. Off-the-shelf AI rarely fits cleanly into firm-specific workflows. The Agent Builder fixes that.

What You Can Build

• Intake agents that ask your firm's qualification questions in your firm's voice
• Drafting agents pre-trained on your firm's preferred demand-letter structure
• Triage agents that route specific case types to the right attorney automatically
• Follow-up agents that nudge clients on document collection without staff overhead

How It Works

The Agent Builder uses a visual flow editor. You describe what the agent should do, supply example conversations or documents, and the underlying model adapts. Changes go live instantly — there's no deployment step.

The Bigger Picture

The Agent Builder is the first piece of a longer push to give firms self-service customization across the platform. Module Builder and KPI Builder follow the same principle: customize without code, change without consultants.