UMAX & AI

AI where you need it most.

Utilities are under constant pressure to do more with less: rising customer expectations, growing case volumes, complex billing questions, and tight cost-to-serve targets. Adding standalone AI tools only increases complexity.

With Microsoft Copilot natively integrated into UMAX, intelligence is built into your daily utility workflows – not layered on top. This allows you to optimize operations, personalize customer interactions, and support faster, better decisions across your organization.

UMAX and AI screens

HARNESS THE LATEST INNOVATIONS

Work smarter and
serve better with AI

Empower your CSRs with AI-driven tools to resolve cases faster, manage conversations smarter, and access expert knowledge instantly.

Fast case resolution

Faster case resolution

Reduce handling times and resolve issues more efficiently.

Smart conversations 1

Smarter conversations

Get context and recommendations for every customer interaction.

Knowledge

Instant expert knowledge

Access real-time insights through natural language.

Our GenAI
readiness framework for a safe, measurable, and iterative automation journey

Level 1 - Intelligent Q&A
Enable users to quickly find accurate answers from trusted data.
Level 2 - Insights & reasoning
Analyze and interpret your data to uncover patterns, trends, and opportunities.
Level 3 - Intelligent Automation
Deploy AI agents to automate processes and drive action.
Level 1 - Intelligent Q&A
Enable users to quickly find accurate answers from trusted data.
Level 2 - Insights & reasoning
Analyze and interpret your data to uncover patterns, trends, and opportunities.
Level 3 - Intelligent Automation
Deploy AI agents to automate processes and drive action.

Use Cases powered by AI and Copilot

Clever Collect

Late payments increase financial risk and put pressure on customer relationships.

Our solution uses machine learning to analyze payment behavior, responsiveness, and risk profiles. It enables personalized, timely outreach – optimized by tone, timing, and channel – to improve collections while preserving customer trust.

UMAX Clever Collect
UMAX Why is my bill high

Chatbot – Why is my bill high?

Billing questions are among the most common and time-consuming customer inquiries.

Our GenAI-powered chatbot instantly analyzes bills and consumption data in real-time, delivering clear, accurate answers that reduce call volumes and improve customer satisfaction.

Conversation & Case Summarization

CSRs spend valuable time documenting interactions and transferring context.

Our tool automatically generates concise case summaries, capturing key highlights so teams can close cases faster, share context effortlessly, and resume conversations without friction.

UMAX Conversation Case Summarization
UMAX Knowledge assistant

Knowledge Assistant

Finding the right answer across systems and documents can slow down service.

With our tool, CSRs can ask questions in natural language and retrieve accurate answers directly from your utility’s knowledge base. Built-in feedback continuously improves relevance and accuracy.

AI-assisted Email Drafting

Responding quickly without sacrificing quality is a constant challenge.

Our tool uses case context and conversation history to generate personalized email drafts, helping CSRs respond faster while maintaining consistency and compliance.

UMAX AI assisted Email Drafting
UMAX Intelligent Document Processing

Intelligent Document Processing

Manual data entry from handwritten or unstructured documents is error-prone and time-consuming.

Our tool automatically extracts key information, validates data, and flags exceptions, allowing staff to review and confirm accuracy before storing it in the UMAX Customer Platform.

OUR SOLUTIONS

UMAX Utility Suite

Itineris’ UMAX Utility Suite is a flexible, AI-powered platform for utilities, combining CIS, CRM, ERP, and data solutions. It helps you streamline operations, deliver personalized customer experiences, and act on real-time insights, all seamlessly powered by Microsoft and Copilot.

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UMAX Customer Platform

At the core of our Utility Suite, the UMAX Customer Platform provides a robust set of modules designed to streamline operations, simplify processes, and elevate customer engagement.

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UMAX Real-Time

Leverage real-time data to optimize operations, enable dynamic pricing, manage imbalances, and run what-if simulations – supporting complex tariffs and the rollout of new products and services.

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UMAX Add-ons

Extend and enrich your UMAX experience with advanced capabilities that seamlessly integrate with the UMAX Customer Platform.

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UMAX & AI

AI and Microsoft Copilot are natively embedded in the UMAX Utility Suite, using machine learning and intelligent agents to help you work smarter and achieve better results.

Discover how we empower utilities to work smarter

Discover how we empower utilities to work smarter

A utility expert will be in touch shortly.