How do I run this AI skill?

Run Debt Portfolio Analyzer 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. Debt Portfolio Analyzer is a starting point — adjust the steps, content, and rules to match your workflow and compliance requirements inside EON.

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

Onboarding & EnrollmentAI skill

Total a client’s debts and savings at intake

Analyzes all debts on a docket and calculates totals, projected savings, and progress.

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

app.eon.com/automation

Debt Portfolio AnalyzerActive

SaveRun

N01

Invoke skill

Trigger

N02

Analyze debts

AI

N03

Return analysis

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
Analyze debtsAI
AI rolls up every linked debt into totals and projections.
3
Return analysisEnd
Reports total debt, projected savings, and progress.