Conversational Intake
Every visitor gets a conversation, not a form. Every inquiry gets handled, not abandoned.
The Front Door Problem
Your website has a contact form. Ten fields, a CAPTCHA, and a “Submit” button that sends an email to a shared inbox. Maybe 10% of visitors who start it actually finish. The rest leave — and you never know they were there.
Your phone line rings. After hours, it goes to voicemail. During hours, it goes to whoever happens to pick up. They take a name, a number, a vague description of what the caller needs, and promise someone will call back. Half the time, the message gets lost. The other half, the callback comes too late.
This is the front door problem. The first interaction a potential customer has with your business is friction. Forms that feel like paperwork. Phone trees that feel like a maze. And every abandoned form, every missed call, every slow callback is revenue capacity that walked away.
The fix is not a better form or a faster phone system. It is the Front Desk Associate — available on your website and your phone line, 24 hours a day — greeting every visitor with a conversation. It answers their questions using your own content. It collects the information your team needs, naturally, without making the visitor feel like they are filling out a government application. And when the conversation needs a human, it connects them instantly — with full context, so your team never asks the visitor to repeat themselves. Organizations using conversational intake see 46% of inquiries resolved automatically within the first 60 days — freeing your team to focus on the conversations that actually need them.
See It In Action
Pick a scenario. Watch the associate handle everything.
Forms vs. Conversation
Knowledge That Works For You
Your associate learns from your content — not generic training data.
Website Scrape
We crawl your website and index every page — services, FAQ, locations, team bios, everything a visitor might ask about.
Document Upload
Upload manuals, guidelines, rate sheets — any document. PDFs, Word docs, spreadsheets. Your associate reads them all.
Custom Knowledge Base
Structured Q&A and business rules you define. Hours, territories, product details, compliance notes — precise answers for precise questions.
Answers any question a visitor might ask, using your own content.
Your Team Gets Notified
However they work. Wherever they are.
Dashboard
Real-time alert in Copilot Dashboard
Slack
Posted to your #inquiries channel
Microsoft Teams
Notification in your Teams channel
Full context summary delivered to inbox
SMS
Text alert to your mobile
One Workflow. Every Channel.
It doesn't matter how the request arrives. The same intelligent automation handles it.
Email Inbox
A request lands in your inbox. Our AI reads it, extracts the details, and starts working — before your team even sees it.
Phone & Voice
A caller needs a document. Our voice associate captures every detail and routes it directly into the fulfillment workflow.
Web Chat
A visitor requests a document through your website. Instant intake, instant processing.
Same automation. Same compliance. Same result.
Works With Your Systems
Integrate with what you have, or let us handle everything.
Standalone
We build and host everything — your product, your branding, our infrastructure. Go live in weeks, not months.
AMS Integration
Connect to your agency management system. Policies, customers, and commissions sync automatically. No double entry.
Carrier Portal
We automate workflows directly in carrier systems — quoting, binding, document retrieval. Even complex multi-step portals.
Frequently Asked Questions
How does the associate know how to answer questions about my business? +
We load your associate with knowledge from three sources: your website (automatically scraped and indexed), documents you upload (manuals, rate sheets, guidelines), and a custom knowledge base you can edit directly. When a visitor asks a question, the associate retrieves the most relevant content and answers using your own words.
What happens when the associate can't handle a request? +
It hands off to a human — seamlessly. Your team sees the full conversation context, collected information, and the reason for handoff directly in the Copilot Dashboard. Average time to connect is 12 seconds. After hours, the associate collects all the information and notifies your team for follow-up.
Can it handle more than simple inquiries? +
Yes. The associate can qualify leads, triage claims, schedule appointments, answer policy questions, collect documents, and route to specific departments — all in a single conversation. The workflow adapts based on what the visitor needs.
How do notifications work? +
Your team gets notified through whatever channels they already use — Copilot Dashboard, Slack, Microsoft Teams, email, and SMS. You configure which events trigger notifications and who receives them. No new platforms to learn.
Does this replace our phone system? +
It can work alongside your existing phone system or replace it entirely. For web visitors, the associate handles everything via chat. For phone callers, our voice associate provides the same conversational experience. Both channels feed into the same workflow and the same notification system.
How long does it take to set up? +
Most associates are live within a week. We scrape your website, you upload any additional documents, configure your notification preferences, and deploy. The associate starts handling inquiries immediately — no training period, no ramp-up time.
Let's Set Up Your Welcome Mat
Every business is different — different questions, different workflows, different teams. We configure an associate that fits how your operation actually works.