How do I run this AI skill?

Run Portfolio Segmentation 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. Portfolio Segmentation 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.

Analytics & ReportingAI skill

Segment your portfolio for action with AI

Segments your portfolio by debt type, creditor, age, amount, and settlement status.

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

app.eon.com/automation

Portfolio SegmentationActive

SaveRun

N01

Invoke skill

Trigger

N02

Segment book

AI

N03

Return segments

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
Segment bookAI
AI groups the portfolio across the dimensions you choose.
3
Return segmentsEnd
Produces segment counts and breakdowns.