Applications and quotes
A short conversation instead of a long form
The agent answers the questions of a visitor who wants to apply or get a quote, takes their details one by one, has them upload their documents and confirm a summary. The application comes to your panel and your spreadsheet complete.
Works with the tools you use
Google Drive
TrelloApplications and quotes
Finished applications instead of abandoned forms
Questions answered first
Requirements, fees and timelines are answered from your knowledge base; once the visitor decides to apply, their details are taken in the conversation.
Documents in the conversation
An ID, a document or a photo is uploaded as a file; the files stay with the application record.
A confirmed summary
The visitor sees their details on one screen, corrects them and confirms; the application reaches your team with the right details.
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.
An application, start to finish
- 01
Takes the details
Name, contact details and questions specific to the application are asked one by one; formats are checked.
- 02
Collects the documents
The visitor uploads the requested documents as files; they are attached to the application.
- 03
Confirms the summary
The details are shown on one screen; the visitor corrects and confirms them.
- 04
Adds it to your spreadsheet
The application comes to your panel and is added as a row to your list in Google Sheets.
Applications and quote requests
Four sample conversations, from a loan pre-application to a moving quote, and the record each one leaves in your panel.
Applications and documents
Collects details and ID documents for loan, insurance or account applications through conversation.
Applications and documents
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
Who decides which details are asked?
You do. In the form step you choose the questions, the field types and which fields are required; phone, email and date formats are checked.
Where are uploaded documents kept?
The files stay in your workspace with the application record; you can open and download them from the panel.
Can we send applications to our own systems?
An application can be added as a row in Google Sheets, opened as a card in Trello or emailed to your team.
Does it work for quote requests too?
Yes. It asks what a visitor needs for a move, an event or a service, takes a photo or a document and passes the request to your team; your team gives the price.