AI-Agents for Intake in Request Intake working with Cognito Forms
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book Round Robin Appointments
Book new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Works with
29 tools
29 tools
Transcribe Review Pages
Match 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.
Works with
12 tools
12 tools
1–2 of 2
