Auto Assistant | The Always-On RPAG Answer Engine

For retirement plan advisors, no two days are the same. Today, you’re preparing for an investment review at daybreak. Tomorrow, you’re finalizing a sales proposal deep into the night. Whatever each day brings, RPAG is committed to ensuring our members have the tools and insights they need, when they need them. 

The latest expression of that commitment is Auto Assistant, our AI-powered answer engine delivering instant responses to member questions, right on our platform. Auto Assistant – and its on-screen persona, Otto – are helping members operate with greater velocity, confidence, and control. 

Intelligent support at your speed 

Advisors must move fast to stay ahead of clients’ expectations and responsibilities, so we built Auto Assistant to work at your speed. 

• Instant answers to your questions 
• Support whenever and wherever you need it 
• A simple, familiar interface 

Auto Assistant gives you immediate, clear, and contextual answers, so you don’t need to spend time searching for the information you need. 

Adaptive to members’ evolving needs 

We trained the initial version of Auto Assistant on several quarters’ worth of actual questions from our members, prioritizing the most in-demand support requests.  

• The questions you ask 
• The topics and themes you explore 
• The screens and sections where you ask your questions 
• The feedback you provide on its answers 

Your use and input help us identify which information, features, and automations matter most to you, so we can expand on them. We will continually enhance Auto Assistant with new skills, making it an even more indispensable tool for our members. 

If Auto Assistant can’t answer a question yet, our members still have access to an array of support resources including our Customer Success Team, the Resource Center, RPAG University, and the platform’s search bar. 

Building on RPAG’s commitment to accelerating advisor operations

• Additional applications of AI, machine learning, and automation that optimize productivity and agility  
• Continual innovation releases that ensure access to the latest technology and intelligence 
• Listening and feedback channels that inform our enhancement priorities and roadmap 

Try Auto Assistant today 

• Already an RPAG member? You can use Auto Assistant right now. Look for the Otto icon in the upper-right corner of any screen. Ask questions. Explore different use cases as you move across tasks and projects. Share your thoughts using Otto’s built-in feedback functionality to help us shape its evolution.
• Not an RPAG member yet? To discover how our platform can accelerate your operations, schedule a 1:1 demo today. 

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