Sharpening Discovery, Surveillance, and Data Management with Agentic AI
The question I hear most from leaders is simple: Are we deploying Agentic technology in the right places — and fast enough to matter?
When I talk with compliance leaders, CIOs, CTOs and risk teams, the mandate is clear: accelerate innovation without compromising control, security and governance.
AI is no longer a future ambition. It’s reshaping how you operate right now. The real question isn’t whether to adopt AI — it’s how to scale it responsibly, defensibly, and in a way that empowers the business to move faster, not slower.
At Smarsh, we understand that challenge, and we have focused our innovation on helping organizations navigate it successfully. That’s why I’m excited to share the latest Communications Intelligence Platform innovations — including our new Discovery Agent, enhanced Intelligent Agent, and major advancements bringing AI to Data Lifecycle Management.
Together, these innovations reflect a broader shift happening across the industry: moving from passive archives to intelligent, agent-driven action.
This is so much more than a product release. This is one of the most significant paradigm shifts we will see in compliance. By applying agentic AI to communications data, organizations can achieve dramatic efficiency gains, expand risk coverage, and shift compliance from reactive to proactive oversight with near-complete coverage.
Just as importantly, these innovations will enable firms to transform communications data into a strategic asset, unlocking insights that support both risk management and business growth.
Key takeaways
- The Smarsh Communications Intelligence Platform transforms archived communications data into actionable intelligence across compliance, risk, and business innovation — now extended with our latest AI-driven advancements.
- Discovery Agent applies advanced AI to surface the right data at the outset — pinpointing insights, reconstructing timelines, and identifying key custodians. Think of it as deep research for legal and investigative teams, dramatically accelerating discovery and internal investigations.
- Intelligent Agent shifts compliance from reactive monitoring to proactive risk intelligence by reducing noise, expanding multilingual coverage across text and voice, and automating review workflows.
- The Smarsh next-generation data platform powers AI-led transformation with industry-leading security, scalable governance, and intelligent tiering to store all communications data cost-effectively.
- Smarsh Services provides hands-on expertise to help organizations operationalize these innovations — deploying with confidence, integrating systems, and maintaining strong oversight as adoption grows.
From defensible archive to intelligent action
For decades, communications archiving was about defensibility, driven by regulators. Capture everything. Store it immutably. Retrieve it when regulators ask.
That foundation still matters. And it’s more critical than ever.
You’re now expected to turn preserved communications into actionable intelligence. This enables earlier detection of misconduct and insider risk, reduces manual legal review, and unlocks insights into customer interactions and employee sentiment that drive revenue and productivity.
Archived data is no longer just evidence; it’s a strategic asset. But unlocking that value doesn’t mean loosening controls or experimenting recklessly with AI.
In regulated industries, intelligence operates within Zero Trust security, full auditability, and defensible workflows, strengthening oversight even as innovation accelerates.
That balance of accelerating insight while maintaining control is at the core of the Smarsh Communications Intelligence Platform. Your regulatory-grade infrastructure for capture, contextualization, indexing, and secure archiving remains intact. We layer intelligence and automation on top, strengthening and extending your compliance systems so you can innovate with confidence.
Tip: For many organizations, the first hurdle isn’t the intelligence layer. It’s getting communications data complete, consistently labeled, and ready to use across legal, compliance, and risk. That’s why the implementation matters as much as the capability — access controls, identity decisions, and audit trails have to be designed in from day one.
Introducing Discovery Agent for accelerated relevant legal discovery
Traditional discovery is manual, reactive, and time-consuming, often reduced to a low-touch exchange of files rather than meaningful understanding.
Meanwhile, legal and compliance teams are expected to respond faster while managing exponentially growing data volumes.
Discovery Agent redefines discovery by delivering complete, relevant data at the very beginning of an investigation.
- Pinpoints relevant documents
- Surfaces contextual risk
- Generates defensible summaries
- Identifies custodians and exposure
- Visualizes timelines in context
- Provides in-app multilingual translation
Instead of exchanging files, stakeholders gain clarity.
Outcome
This agentic AI-driven approach reduces total costs, shortens investigation timelines by minimizing exports to external applications as well as counsel for document review and analysis. By shifting from reactive to intelligent discovery, organizations can reduce investigation costs by up to 75% and re-focus time and resources to other mission-critical projects. We are currently in beta, actively partnering with existing customers to inform the GA version of the product.
Tip: Many institutions focus on how to make processes faster. Start discovery with data reduction, not expansion. The cost savings don’t’ come from reviewing faster, they come from reviewing less and being more accurate with what moves into the process.
Accelerating discovery through intelligent integration
Our enhanced API architecture enables you to seamlessly synchronize AI-ready data and applications across workstreams, strengthening integration across your compliance ecosystem. The latest evolution of the Case Administration API increases automation in discovery matters — supporting legal holds, coordinated case management, and system-to-system synchronization with greater efficiency.
Expanded OCR capabilities for Discovery further enhance visibility into scanned and image-based documents, improving search accuracy, case management workflows, and the effectiveness of Discovery Agent. Get the full details of Smarsh Enterprise Discovery here.
Outcome
Governance and early discovery phases shift from reactive to proactive, saving valuable time, money, and resources from manual review.
Tip: Customers see the best results when integrations are planned up front and tested against real workflows. Our services team helps make that practical, so automation reduces effort without creating brittle dependencies.
Advancing surveillance with Intelligent Agent
Smarsh Intelligent Surveillance Agent supports the modern enterprise in transforming compliance from reactive monitoring to proactive risk intelligence to gain real time control and efficiencies.
Often today’s surveillance approach isn’t adequate — 95% of all communications alerts are false positives. Traditional lexicon-based surveillance tools still rely on static keywords and rigid workflows, a mismatch for global teams that communicate across countless platforms and languages. The results are missed intent, inconsistent coverage, and a flood of false positives that consume valuable time and erode trust in the process.
Smarsh Intelligent Surveillance Agent emulates the decision-making of a Level 1 Compliance Analyst to reduce false positives, surface more real risks, and scale across global communications.
- Advanced AI filters noise to reduce reviewer queues and drive measurable productivity gains from day one.
- Domain-adapted, multilingual transfer learning models are equipped to catch nuanced signals often lost across language barriers, increasing risk identification accuracy.
- Global oversight is made possible with translation capabilities across English, Spanish, German, Portuguese, French, Hindi, Italian, Japanese, and Chinese.
- Deterministic, auditable, and built to meet the highest standards for information security, platform enhancements deliver the precise alert quality required for AI adoption at scale.
Outcome
A 77% reduction in workload across millions of alerts. Less than 2% of risk signals lost. Expanded risk coverage globally. Enhanced efficiencies that both reduce labor costs and find what matters most, fast.
Tip: We realize that reducing noise at scale is rarely a one-time tune-up. It works best when teams set a baseline, validate changes against known outcomes, and keep tuning as risk patterns evolve. Smarsh Services can help your teams set benchmarks, transition thoughtfully from legacy keyword approaches, and keep tuning as risk patterns evolve.
Enhancing Surveillance through Control Room with Look Back
An additional surveillance innovation, Control Room with Look Back, is designed to keep sensitive information protected. This capability creates a digital control room that enforces informational barriers to prevent conflicts of interest and the improper sharing of material non-public information (MNPI). It enables the creation of digital ethical walls between dealing and research teams, with strict controls to restrict staff movement and prevent unauthorized data sharing across groups.
Outcome
Organizations can maintain dynamic lists of deal teams, embargoes, and sensitive clients to ensure that need-to-know information sharing remains both efficient and secure — while protecting sensitive data in real time. Automated analysis of communications for potential MNPI exposure further strengthens risk reduction and improves operational efficiency.
In-App Translation for global oversight
In-App Translation enables reviewers to quickly translate up to 1,000 characters of text directly within the platform, selecting from a broad range of supported languages. Translated content appears instantly in a modal view, with every translation action captured in the audit log to preserve transparency and defensibility. Users can easily copy translated text and, when needed, paste it directly into case comments to streamline documentation.
Outcome
Confident, consistent review of global communications including English, Spanish, German, Portuguese, French, Hindi, Italian, Japanese, and Chinese — without leaving the platform or disrupting workflows.
As with any AI-driven capability, transparency matters. When surveillance tools clearly explain and log their actions, regulators and analysts alike can trust the outcomes.
Tip: If your AI surveillance tool can’t explain why it flagged something, regulators won’t trust it — and neither will your analysts.
Data management, archiving and storage
AI success starts with data — but only if it’s ready, structured, and built to perform.
Our platform powers the entire data lifecycle, combining security, scale, and intelligence from capture to archiving and data storage.
Strong security and privacy protection for capturing voice data
The platform begins with comprehensive capture — email, collaboration tools, voice, SMS, emerging channels — and normalizes them into a unified data infrastructure. Voice data is secure with encryption and strict access controls. Policy-based retention, secure export, and automated PII masking and redaction protect sensitive information across its full lifecycle while supporting regulatory compliance.
Our new innovations include auto redaction with human oversight, live data masking, and expanded access controls for enhanced governance and security for call recordings. Learn what Call Recording and Analytics can do for your organization.
Outcome
Fewer data gaps, faster data onboarding, and AI-ready data from day one with the valuable peace of mind that you have everything covered.
Tip: As new channels come online, our Services team helps ensure onboarding and validation meet your security and governance requirements from day one — so you can expand coverage without introducing blind spots.
Data readiness starts with intelligent, secure archiving
Our archiving technology is built for security, scale, and continuous innovation. It automates data lifecycle management with advanced search tiering to help teams select specific datasets, re-index body content, attachments, and extended metadata and restore searchability on demand.
- Ingestion anomalies are detected to protect archive integrity.
- Enhanced API architecture continues to enable customers to synchronize AI-ready data and applications across workstreams and integrate compliance end-to-end supervision, audit, and identity management.
Our new innovations include CryoStore, a cost-effective option for storing historical and unregulated data without deletion. Learn more about Smarsh Enterprise Archive here.
Outcome
AI-ready data with intelligent management and storage that fits your business’ security, scale, and efficiency needs.
Tip: Many institutions invest in AI models before investing in data readiness. If your communications data is fragmented, inconsistently labeled, or inaccessible via APIs, model performance will plateau — no matter how advanced the algorithm or innovative the tool.
Build on a foundation designed for regulated AI
Turn archived communications data into actionable intelligence that strengthens compliance, reduces risk, and unlocks new business insight. The Smarsh Communications Intelligence Platform combines high-fidelity data, open APIs, and domain-trained intelligence to help you move from regulatory obligation to competitive advantage.
With these enhancements, the Smarsh platform is furthering the next stage of AI adoption — providing customers with the full transparency and oversight they need to meet evolving regulatory expectations while simultaneously embracing innovation.
Tip: Our Services team is here to help consolidate legacy data, reconcile identities, and close metadata gaps so advanced analytics and supervision workflows have a clean, defensible dataset to run on. They can also help with defensible exports and data preparation, keeping teams focused on the investigation — not the mechanics of moving data around.
From compliance obligation to strategic intelligence
The shift is clear: communications data is no longer just evidence. It is infrastructure for intelligent action. The institutions that treat it as such will move faster — without compromising trust.
Learn more about how Smarsh turns compliance into clarity and AI-ready data to give you a competitive edge by visiting: https://smarsh.com/platform/innovation
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In his role, Goutam guides the product development strategy and helps tailor Smarsh solutions for different segments, both large and small, of a global market. He brings a deep understanding of technology and capital markets and a passion for designing, developing, and bringing innovative products to market.
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