Conveyancing: Low Level Transaction Solution
The Conveyancing Firm seeks to automate routine transactions through AI technology, like a Digital Human or chatbot, to enhance operational efficiency. The goal is to free the team for more valuable deals while improving accessibility for non-English speaking clients. Additionally, the firm aims to stand out in a competitive market by adopting innovative AI-driven solutions.
How does it work
Step 1: Engage with the Digital Avatar to acquire pertinent information via a guided interaction.
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Step 2: A recap of the user's input is dispatched to them along with a reference number for future correspondence
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Step 3: User input is recorded in the company's database and remains available for subsequent analysis and follow-up.
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Step 4: Data captured in the company database retains customer details for internal reporting purposes.
How does it work
Solutions Components
Chatbot Workflow
Digital Avatar
Power Automate
Microsoft Teams
Microsoft Outlook
Database Solution
BENEFITS
Guided Journey
Efficient provision of all necessary information through structured assistance from the AI chatbot
Internal Reporting
Captured customer details aid internal reporting, providing insights for informed decision-making
Efficient Data Collection
Save time and effort for both parties as the solution streamlines gathering pertinent information
Customer Record Retention
Clients receive a summary of input and reference number for transparent record-keeping
Database Integration
User input seamlessly records into the company's database, enhancing data accessibility for analysis and follow-up
Enhanced Customer Experience
Engaging with the Digital Avatar offers a user-friendly, convenient conveyancing process