Quotes and claims in one conversation
The agent takes what a quote needs and the claim notice step by step, by conversation, and reads documents like the policy or vehicle registration. The file reaches your team in one piece.
Works with the tools you use
Google DriveInsurance
Complete files, faster quotes
One question per step
The agent says what each detail is for; the customer knows what they're giving and why, and doesn't abandon the form.
Documents and photos in the same file
The policy, registration or damage photo is uploaded during the conversation and stays in the same record as the claim.
Files ready for your team
Answers, documents and the transcript arrive in one record; you don't call the customer back for a missing field.
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 claim notice, start to finish
- 01
Explains why it is asking
One question per step. The avatar can say what the information is for, so the customer knows what they are giving and why.
- 02
Takes dates, amounts and options in their own format
Dates come from a calendar, amounts from a money input, coverage options from a list. Nothing gets lost in free text.
- 03
Reads the document
A policy, registration or damage photo is uploaded; the file upload step reads the details from the file and the agent carries on from there.
- 04
Files the record in one piece
Answers, documents and the transcript land in your panel as a single record — no assembling a file by hand.
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
Do we need a separate agent per product?
Usually yes, but agents can be duplicated. Copying an agent that shares the common steps and changing the product-specific questions is the fastest route.
Can it calculate a price?
Your system does the calculation. The agent can send the collected information to your API and read the returned result back to the customer.
Can damage photos be uploaded?
Yes, the file upload step accepts photos. If you want details read from a photo, the agent defines which details to look for.
How long does setup take?
Agents are built in the panel with no code: you add steps and connect them, or describe what you want and AI builds the steps. You can start by duplicating a ready-made agent and replacing the questions with your own.