AI-Agents for Intake in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Reply to standard new inquiries and flag those needing a personal answer.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsDraft replies to new inquiries using approved answers.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsMatch photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsSend agreements for approved intakes that need a signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsDraft first answers to new inquiries for owner review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsScreen complaint forms and route urgent cases to the right person.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
Draft a clarifying question when a new inquiry lacks detail.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
