Send chatbot conversation summary to partner and agents

Your chatbot transcripts arrive as raw conversations, leaving agents without clear client or coverage details for follow-up. Receive concise summaries and action items in your inbox within minutes.

Overview

Chatbot leads often arrive as raw transcripts that slow advisor follow-up; this flow turns each conversation ending into a concise, prioritized brief sent to your partner inbox. That means your advisors see actionable context and next steps within minutes, enabling faster policy placement and better client response times.