A conversation instead of an application form
The customer uploads their ID, the agent fills in the fields from the document and asks for what's missing. The application reaches your team complete and confirmed by the customer.
IntercomMore finished applications, fewer corrections
Let's Get Started!- Reads the document
- An ID, tax certificate or signature circular is uploaded; the details are read from the file into the fields. The customer never types the same thing twice.
- A summary before confirming
- Everything collected is shown to the customer on one screen and fixed in place. Applications don't arrive incomplete or wrong.
- Unfinished applications are visible
- You see in the panel which step the customer stopped at, and your team picks up from there.
Customer questions answered, day and night
Four sample conversations, from a pre-application to an advisory appointment, and the record each one leaves in your panel.
Application status
Looks up application or request status from a list linked to your own system.
Application status
Set up in one panel, working on every channel
Knowledge base, integrations and agents in the same panel. The agent you set up works with the same information and the same steps on every channel.
Knowledge base
Information about your services and ready question-answer pairs. The AI Assistant step in a flow answers from this bank.
- Services and pricesTextShared (all agents)
- example.com/faqWeb pageShared (all agents)
- User guide.pdfFileShared (all agents)
- Returns and cancellationsTextShared (all agents)
- example.com/contactWeb pageShared (all agents)
- Price list.pngImageShared (all agents)
TelegramIntegrations
Zendesk
Forward requests raised in chat to your support queue.
Google Calendar
Let your agent show free slots and write events to your calendar.
Shopify
Your store's products, stock and prices.
Slack
Your team gets new requests and alerts in Slack; your agent can post to channels.
Gmail
Let your agent send, search, reply to and label email.
Freshdesk
Forward requests raised in chat to your support queue.
Google Sheets
Let your agent write answers to a sheet, find rows and read them.
Microsoft Teams
Your team gets new requests and alerts in Teams; your agent can post messages and add tasks.
A loan application, start to finish
- 01
Reads the document and fills the fields
An ID, tax certificate or signature circular is uploaded and the file upload step reads the details from the file. The customer reviews and confirms rather than types.
- 02
Collects the rest in conversation
Whatever the document does not contain, the avatar asks one question at a time. Amounts, IBANs and card numbers are taken with their own format checks.
- 03
Shows a summary before confirmation
The summary step shows the customer everything collected on one screen, and anything wrong is fixed on the spot. If a rule you set is not met, the agent surfaces it before final confirmation.
- 04
Hands the application over as structured data
Answers, uploaded files and the details read from them sit in one record in your panel, with the full conversation transcript alongside.
You stay in control
Answers only from what you give it
Answers come from your knowledge base, your rules and the systems you connect.
Hands off to your team when needed
For an out-of-scope question or an exception, it passes the request to your team with the full conversation attached.
Every conversation in your panel
Collected details, uploaded files and the transcript sit in one record. You also see the step where an unfinished conversation stopped.
Speaks more than 20 languages
Customers speak or type in their own language and the agent answers in the same one. You don't build an agent per language.
Set up without code
Describe what you need and AI builds the steps, or connect the steps yourself in the panel.
Your data stays in your workspace
You decide which details are asked and kept. Only the team members you give access to see the records.
Frequently asked questions
Which documents can it read?
The file upload step in the flow reads the details from an uploaded image, PDF, Word or Excel file; whoever builds the agent decides which details to look for. If you choose, the customer sees what was read and can correct it before confirming.
What happens if a document cannot be read?
The agent does not carry on blindly: a file that cannot be read, is missing details or doesn't look like the expected document gets its own branch. The avatar says what happened and asks for a new upload.
Where is the data kept?
Collected fields and the conversation transcript stay in your workspace and are visible from your panel. You decide what the agent asks for and stores.
Can it connect to our existing application system?
Yes. Flow steps can call an API endpoint, branch on the response and write the result back to your system.