Automate your intake process

Put an end to manual follow-ups and incomplete data.

Agentform classifies, enriches, and delivers the information your team needs where they need it, faster and more reliably than ever.

Less emails.
Less confusion.
More growth for your business.

Benefits

Legal, Insurance, Real Estate

Classification

Automatically route inquiries, claims, case details, or questions to the right department without manual triaging.
Data Collection

Gather all missing data through an intuitive conversational AI agent—no more back-and-forth emails or calls.
Integration

Plug into your existing systems (like CRMs, case management tools) effortlessly, all while ensuring compliance with industry regulations.

1

Connect Your Inbox

Link your inbox (email or other inbound channels like forms or SMS) to our platform. All incoming inquiries now flow into a single, centralized hub—no more scattered messages.
2

Automatic Classification

Our platform reviews each inquiry, classifies its type, structures the data and detects missing fields automatically. As you use Agentform, the platform will learn and adapt to how you work.
3

Automatic Data Collection

A conversational agent steps in to gather any missing details from the inquirer, eliminating back-and-forth emails or calls. The agent asks clarifying questions to enrich the inquiry data in real time while also pulling relevant information from your existing systems.
4

Deep Integrations

Once the conversation is complete, all relevant information is available and can be seamlessly pushed to your existing tools (CRM, help desk, or calendar). You now have everything you need to resolve inquiries faster and more accurately.