Task Wizard: Streamlining Professional Workflows
Task Wizard is an intelligent AI assistant designed to boost productivity by integrating AI-driven task management, data retrieval and advisory capabilities into your workflows. It simplifies complex processes, securely interacts with data and provides quick access to actionable insights.
By automating routine tasks, Task Wizard empowers you to focus on strategic activities, reducing manual effort and enhancing overall efficiency.
Key Features and Capabilities
Task Wizard is designed to securely interact with both public and private data, specifically tailored for CoSec contexts. It delivers precise answers by querying private data related to:
Company Details 🏢 : Jurisdiction, Registration Status, Incorporation Information, and more.
Entity Details 🏘️: Structural and Operational data.
Identities 🪪: Individuals or Corporate Identity information.
Documents 📁: Metadata like Document Titles and Uploader.
Task Wizard covers three core areas of support:
1. Advisory 🔧
Provides guidance for common queries, such as the steps to incorporate a company in Hong Kong.
2. Reporting 📊
Generates insights like the number of entities under management and other operational metrics.
3. Task Management ⏳
Enables users to initiate corporate actions and submit requests for execution by Vistra teams.
How It Works
Task Wizard interprets user queries in natural language and transforms them into database commands without requiring technical knowledge like SQL. This makes data retrieval straightforward and accessible, minimising barriers to information. The Query Agent component supports users by:
Fetching relevant data.
Delivering responses based on User Permissions.
Delivering results in an easy-to-understand, conversational format.
This ensures that access to sensitive information is granted to users based on their respective authorisation levels. Task Wizard is designed for organisations seeking to manage their data efficiently while ensuring strict compliance and data privacy standards.
Enhanced User Experience
Task Wizard prioritises user accessibility with an intuitive interface that facilitates easy interaction. User feedback is encouraged through response ratings and suggestions, fostering continuous improvement to better meet user needs.
Guardrails protect user interactions by filtering inappropriate or irrelevant content, upholding a secure environment for focused interactions. In the event that a query can't be fulfilled, the AI provides clear explanations, maintaining reliability and user trust.
Real-Time Support and Responsiveness
Presently, Task Wizard delivers responses within 15-20 seconds, providing responsive support even amongst the complexities of intricate database queries. Currently in beta, future improvements will focus on reducing latency and enhancing prompt processing to achieve faster responsiveness.
Knowledge Base Integration
Task Wizard integrates with Vistra’s knowledge base, leveraging access to internal brochures and resources on topics like entity management and global employment.
Users can query this knowledge base to gain direct insights on internal documentation and processes, enhancing self-service capabilities.
Document Handling
Task Wizard currently supports identifying and returning document metadata, such as Document Titles and Uploader information.
Future enhancements plan to include features allowing users to upload documents, automated document categorisation and enable document content processing and retrieval.
Simplifying Corporate Actions
While processes such as government filings still require Relationship Manager (RM) execution, Task Wizard automates initial steps by converting user inputs into pre-drafted emails that include all necessary details. These are addressed to the relevant departments, enabling an RM or Vistra team member to handle the corporate action seamlessly.
Users can now initiate automated corporate action requests for 8 corporate actions across the British Virgin Islands, Cayman Islands, Hong Kong, and Singapore jurisdictions:
Appoint a director
Resign a director
Change director information
Change company name
Change company financial year end
Change company registered address
Request Certificate of Incumbency
Transfer Shareholder
Built for Security and Compliance
Data security is a top priority for Task Wizard, with robust authentication protocols and role-based access controls (RBAC) enforcing data protection. Every query undergoes strict vetting through:
Permission Checks ⛔️: Ensuring compliance with User Roles and Data Privacy.
Guardrails 🚧: Filtering inappropriate content and ensuring responses align with user intent.
Contextual Grounding 🚦: Verifying that responses are accurate and relevant.
This zero-trust approach fosters a trustworthy and compliant user experience.
User Benefits
Efficiency 😌: Reduces manual effort in data retrieval and task management.
Accuracy 🎯: Delivers precise, contextually relevant answers by securely interacting with private data.
Accessibility 🧑🧒🧒: Offers easy access to knowledge resources and metadata, empowering users to self-serve.
Streamlined Processes ⏩: Simplifies corporate actions by automating initial steps and drafting communications.
Future-Ready 🔮: Continues to evolve, with upcoming features designed to handle even more complex workflows.
What’s Next?
Task Wizard is an evolving solution with future phases aimed at incorporating additional functionalities such as document content processing, financial task automation and extended corporate action support.
These gradual enhancements allow for seamless integration, further streamlining workflows and cementing Task Wizard’s position as an indispensable tool in driving efficiency and accuracy across operations.
Phase 1.0: Initial deployment with embedded role-specific LLM capabilities to handle basic queries using public information.
Phase 2.1 : Introduction of private data queries with user permission checks, enabling access to secure, role-appropriate information.
Phase 2.2 (Current): Automation of 8 Corporate Actions across BVI, Cayman Islands, HK, SG
Appoint a director
Resign a director
Change director information
Change company name
Change company financial year end
Change company registered address
Request Certificate of Incumbency
Transfer Shareholder
Subsequent Phases : Document generation, direct integration with systems like ACRA to verify company name availability.
Stay tuned for updates as we continue to enhance your Task Wizard experience!