EON
Analytics & ReportingAI skill

Portfolio Segmentation

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.

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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. 1
    Invoke skillTrigger

    Triggered from chat, a docket action, or a workflow step — with the entity context attached.

  2. 2
    Segment bookAI

    AI groups the portfolio across the dimensions you choose.

  3. 3
    Return segmentsEnd

    Produces segment counts and breakdowns.

Built for

The teams this serves

Debt SettlementCreditors
Building blocks

Powered by EON nodes

AI AgentAggregateFilter

Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.

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Available inside EON

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