AI Agent Profile

Objectives Handled
31,758
Successful qualification interactions

Successful qualification interactions

Key Objectives
91% successful qualification rate with trauma-sensitive client interactions and visual evidence assessment
Successful qualification interactions


Watch a demonstration of the agent's capabilities

UK Personal Injury Law, Medical Terminology, Evidence Standards, Compensation Guidelines, Client Psychology
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 Personal Injury Law, Medical Terminology, Evidence Standards, Compensation Guidelines, Client Psychology
Compassionate, detail-oriented legal specialist from Glasgow who guides clients through the claims process
Personal injury claims qualifier who efficiently gathers case information and schedules client consultations with solicitors.
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
