AI LAB · 7 SHIPPED · MORE IN FLIGHT

The AI layer behind YourPolicy.

your-policy.ai is the in-house AI lab at YourPolicy — purpose-built tools that give our team AI-augmented surfaces over the systems they already work in. Salesforce, HawkSoft, Zoom, Slack, SharePoint. More surfaces, more agents, every month.

Live and building. — YourPolicy team
A YEAR IN MOTION · BY RELEASE ORDER
Early
Small surfaces, fast wins.
QR Contact · TriggerText
Useful little tools — proving the lab could ship.
Mid
Pipes into the systems we actually use.
Rosetta · Brightpath
Real-time translation; Claude reading HawkSoft + Ennabl + Zoom.
Now
Claude can act inside our stack.
Flow Forge · Frontdoor Relay · Phantom Ledger
Deploying Flows, fielding live chat, ranking producers — more surfaces, more agents from here.
COMPLETED PROJECTS:
More coming soon

We're actively building out the your-policy.ai platform. More tools, integrations, and capabilities are in development — check back as things take shape.

In progress
Wrangle Dashboard ↗

Live HTML dashboard for the IT support queue. Polls Wrangle every 15 minutes, renders 6 KPIs and a sortable ticket table, gated behind Entra ID SSO with an email allow-list.

Internal · GitHub
Phantom Ledger ↗

Railway-hosted proxy that pulls Salesforce reports across five lines of business and serves ranked producer data as a JSON API — powering the Top Producers leaderboard embedded in SharePoint.

Internal · GitHub
Flow Forge ↗

MCP server that connects Claude to Salesforce Flows via the Metadata API. Lets Claude list, read, and deploy Flows directly in the org — JWT Bearer auth to Salesforce, OAuth 2.0 for Claude, deployed on Railway.

Internal · GitHub
Rosetta ↗

Real-time AI translation infrastructure — a phone bridge for live bilingual calls (Spanish ↔ English via Twilio + OpenAI Realtime) and a walk-up translate UI for in-office conversations with auto-detected language and live bilingual transcripts.

Internal · GitHub
Frontdoor Relay ↗

A Slack-backed live chat widget for your website. Customer messages relay to a Slack channel as threads — agent replies stream back in real time. Auto-translates, handles file uploads, and emails transcripts on close.

Internal · GitHub
Brightpath ↗

MCP server giving Claude direct access to HawkSoft client records, the Ennabl data warehouse, and Zoom Phone call data. Deployed on Railway with Microsoft 365 OAuth.

Internal · GitHub
QR Contact ↗

Generate a personal QR code from your contact details. Anyone can scan it to instantly add you — no app, no friction, works on every phone. Data never leaves your browser.

Live · qr.your-policy.ai
TriggerText ↗

A Zoom Phone SMS gateway that bridges Salesforce Flows and Zoom Phone. When a Flow fires, TriggerText sends an SMS from a registered number — no manual steps, no app switching.

Internal · GitHub

An internal project at YourPolicy. We'll share more when the time is right.