Application Processing Agent
Applications validated, records created, questions answered — around the clock.
An Application Processing Agent checks the identity documents attached to an incoming application, creates the record in the CRM, raises a help ticket when something does not add up, and answers the applicant's questions at any hour without anyone being on shift.
The job to be done
“Applications arrive at all hours. Someone has to check the documents, key the details in, and reply — and that someone is only at their desk eight hours a day.”
Before
A queue that builds overnight and a first response measured in days.
After
Validated, recorded and answered as it arrives, whatever the time.
How it works
- 1
Validates the documents
Checks the identity documents attached to the application for completeness and consistency.
- 2
Creates the record
Raises the contact in the CRM without anyone re-keying it.
- 3
Escalates the exceptions
Raises a help ticket when something does not reconcile, rather than guessing.
- 4
Answers the applicant
Handles applicant questions 24 hours a day.
Where this one was built
Built and in production at one of Australia's largest media organisations.
Questions
What does an Application Processing Agent do?
It validates the identity documents attached to an incoming application, creates the record in the CRM, raises a help ticket when something does not reconcile, and answers the applicant's questions at any hour of the day.
What happens when a document is wrong?
It raises a ticket rather than guessing. The whole point is that the ambiguous cases reach a human with the context already gathered, while the straightforward ones never need to.
Want this one running in your business?
We will scope it against your systems, build it, and teach your team to build the next one themselves.
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