How do I run this AI skill?

Run Account Eligibility Scoring on demand or wire it into any workflow step inside EON. Invoked from the AI assistant chat, a docket action, or any workflow step.

Can I customize it for my team?

Yes. Account Eligibility Scoring is a starting point — adjust the steps, content, and rules to match your workflow and your own compliance policy inside EON.

Does EON decide what the rules are?

No. EON automates the deadline tracking, document generation, and recordkeeping you configure. Your business remains responsible for determining which requirements apply to it.

Request access and our team installs the template on your EON workspace, tailored to your process. Book a demo to get started.

Agreements & OffersAI skill

Score which accounts qualify for an agreement

Evaluates whether an account qualifies for an agreement based on its age, counterparty, and balance.

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Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.

app.eon.com/automation

Account Eligibility ScoringActive

SaveRun

N01

Invoke skill

Trigger

N02

Score eligibility

AI

N03

Return score

End

How it works

Every step, in plain English

This is the exact flow that runs — no black box. Edit any step after you install it.

1
Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
2
Score eligibilityAI
AI weighs age, counterparty, and balance to judge fit.
3
Return scoreEnd
Returns an eligibility verdict with the factors behind it.