Waypoint Claims
Intelligence / Remy assistant

The assistant that explains the system, not the claim

Remy is the help assistant on every staff portal. It answers how-to questions about the portal it is standing on — where a feature lives, what a field means, how a workflow runs.

It is advisory by construction. Remy is not given claim data, it explains the system rather than acting inside it, and no answer it gives becomes a claim, a payment, a coverage decision or a cancellation.

See Remy in a portal How It Works
Remy, the in-product assistant, at a laptop with a chat bubble

How Remy behaves

Four properties, stated plainly
Remy sits in the lower corner of every page in every staff portal. Its behavior is fixed rather than configurable, so what an adjuster sees is what this page describes.
01
Scope
One persona per portal. The Waypoint Center’s Remy never answers about the Admin Portal, and asked about another portal any Remy says so rather than describing it.
02
Availability
Visible only while signed in, in organizations holding AI Assists with AI switched on. There is no anonymous or public assistant session.
03
Position
Draggable. Move the bubble anywhere on screen; a click still opens it.
04
Memory
Remy keeps the last 10 turns of the conversation for context, and each answer is logged as an AI receipt for your organization.
The specification

Property and behavior

An assistant whose boundaries are vague is an assistant somebody will eventually over-trust.

Scope
Each portal’s Remy answers only about its own portal
Claim Data
Not given to Remy
Producer Portal
Answers the agency-facing half only, and never reveals commission terms
Billing Portal
Never suggests a way to skip a step of the delinquency cycle
Entitlement
ai.assists, behind all four AI gates
Where we are honest

What Remy is not

AI proposes; a person disposes. Remy is the clearest case of that rule, because it never had a path to act in the first place.

Hi, I’m Remy.

I explain the system, answer questions and guide you — but I do not make decisions.

Remy, the in-product assistant, giving a thumbs up
Advisory Only
Remy explains the system. It does not set a reserve, release a payment, decide coverage or move a policy — those are human actions with audit rows.
Absent From The Customer Portal
By design. The Remy bubble is not loaded on the claimant’s page; a claimant session is not a staff session.
Paused With Everything Else
While Waypoint’s platform AI lock is on, Remy shows “AI features are paused by Waypoint until further notice.”

Read next

AI In Waypoint The four gates and the single door. Waypoint Center The largest surface Remy sits on. Producer Portal Where Remy is built not to reveal commission terms.

Bring the questions your staff ask twice a week

The ones that get asked in chat because nobody reads the manual twice. Those are the questions Remy is measured against — and the honest test of whether an in-product assistant earns its place.

Book a Demo Session Back to AI in Waypoint