AI Agent Profile
Objectives Handled
24,982
Successful qualification interactions
Successful qualification interactions
Key Objectives
85% reduction in intake processing time with 96% accuracy in case qualification and automated document collection
Successful qualification interactions
Watch a demonstration of the agent's capabilities
UK Legal Frameworks, Case Precedents, Practice Management, Client Communication, Legal Documentation
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
UK Legal Frameworks, Case Precedents, Practice Management, Client Communication, Legal Documentation
Professional, precise legal assistant from Cambridge with excellent attention to detail
Legal services qualifier specialising in claims assessment, case evaluation, and client intake for law firms with multiple practice areas.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation