Cuva AI

CuvaBot

Chat, search, and run workflows across your financial enterprise.

CuvaBot is the conversational interface to the Cuva platform. Ask questions against Knowledge Systems, search across connected tools, and trigger multi-step agent workflows using natural language commands.

CuvaBot
What's the current exposure to tech sector?

Based on current portfolio data:

Tech sector exposure: 23.4%

Source: Portfolio Analytics
Ask CuvaBot...

One Interface to Ask, Find, and Act Across the Enterprise

CuvaBot unifies enterprise knowledge, search, and execution in a single interface, allowing teams to move from questions to actions without switching systems.

Chat with Knowledge Systems

Ask natural language questions and get grounded, permission-aware answers with sources.

Enterprise Search Across Systems

Search across connected enterprise tools with semantic understanding and access control.

Trigger and Execute Workflows

Run multi-step workflows directly from chat using simple, natural language commands.

A Conversational Layer Within the Operating Fabric

CuvaBot operates within the Operating Fabric, inheriting its control, permissions, and orchestration to turn questions into governed actions.

Chat with the Knowledge Systems

Ask questions against the Knowledge Base, Knowledge Graph, and RAG to get grounded, permission-aware answers with source references.

Enterprise Search

Unified search across connected systems with semantic understanding and permissions awareness.

Workflow Execution by Command

Launch multi-step workflows through natural language, without switching tools.

CuvaBotOnline
What's the compliance status for the Henderson portfolio restructuring?

The Henderson portfolio restructuring is currently in compliance review. Based on the latest assessment:

  • Risk assessment completed on Dec 18
  • Documentation requirements met
  • Final approval pending from compliance officer
Sources: Portfolio Compliance DB, Risk Assessment System
Send a reminder to the compliance officer for approval
Workflow Executed

Reminder sent to Sarah Chen (Compliance Officer) regarding Henderson portfolio approval. Expected response within 24 hours.

Action completed
Ask CuvaBot...

Turn questions into answers, and answers into actions.

How It Works

01

Ask a question or give a command

Users interact via chat in the web app or embedded experiences.

02

Retrieve enterprise context

Relevant context is pulled from Knowledge Systems and connected tools.

03

Respond or execute

Return source-linked answers or trigger agent workflows to complete tasks end to end.

From insight to execution in one interface

CuvaBot collapses search, reasoning, and workflow execution into a single permission-aware experience.

Faster answers with traceable sources

Less context switching across systems

Faster operational throughput through command-driven workflows

Built for finance and compliance

Permission-aware results and actions

Audit-ready outputs and logs

Enterprise governance alignment

Relationship Overview

CuvaBot connects Knowledge Systems to action through a unified conversational layer.

Knowledge Systems

Context & retrieval

RAG

RAG

Grounded responses

Assistants
Agents
Workflows

Ready to Experience CuvaBot?

Discover how CuvaBot can transform the way your team accesses financial knowledge.