Pre-qualify loan applicants by collecting financial information and scheduling consultations with loan officers. Great for mortgage and lending companies.
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Answer questions about financial planning, investment basics, and retirement planning using your firm's educational content.
Qualify potential legal clients, collect case details, and schedule consultations with attorneys. Perfect for law firms handling personal injury, family law, or criminal defense.
Screen new patients, collect symptoms and medical history, and schedule appointments. HIPAA-aware conversation design for medical practices.
Qualify home buyers and sellers, understand their needs, timeline, and budget. Perfect for real estate agents and brokerages.