Prospect intake without the back-and-forth

Qualify prospects before your team opens a case.

Guide every prospect through a conversational quiz, check eligibility in real time, collect prerequisite documents, and send only complete submissions to your customer's service team.

Mobile screenshot of the same conversational intake quiz

A guided intake layer for service teams. It asks the right questions, adapts to each answer, and keeps incomplete enquiries out of the queue.

Conversational quiz

Replace static forms with branching questions that feel like a helpful intake specialist.

Eligibility checks

Score responses against configurable rules and explain what is missing before handoff.

Document-ready submissions

Collect prerequisite uploads, validate completion, and forward qualified cases to your customer's service.

24/7

Prospects can self-qualify whenever intent is highest.

Less

Manual chasing for missing requirements and supporting documents.

Clear

A complete eligibility summary before the service team takes over.