Conversa
Omnichannel communication
A conversation comes in on any channel and ends up as work done inside PV.
Recorded demo
Watch it work.
This is what happens inside the system when you ask for something. Step by step, with example data.
Conversa, you take tonight’s emails
Querying your book…
- Email, WhatsApp, app and phone in one place
- Every call recorded, transcribed and rated
- Whatever comes out of the conversation, it handles
Email, WhatsApp, the app and the phone all come in through the same door.
Task created, document filed and client answered. And the conversation is on the record.
What it does exactly
Conversa, you take tonight’s emails
Email, WhatsApp, the app and the phone all come in through the same door. Conversa understands what the client wants, decides what to do, does it and reports back. It creates the task, attaches the call recording and transcript, files the document, updates the record and flags whatever needs a person.
- Email, WhatsApp, app and phone in one place
- Every call recorded, transcribed and rated
- Whatever comes out of the conversation, it handles
How it does it
- 01
It understands what you ask
It reads the request in your own language and works out which data it needs and where in the system to go.
- 02
It queries with your permissions
It enters your database as one more user, with the same limits, and leaves an audit trail of every query.
- 03
It acts and records
The work happens inside PV: it creates, writes, quotes or downloads. Everything is logged on the right record.
- 04
It calls you when needed
If something falls outside the rules you set, it stops and asks before going any further.
Where it lives inside PV
This is how it looks in PV
Watch the full video
Conversa watch it work.
Video in preparation
This is where the real recording goes, with the agent working on a demonstration book.
Want it running in your brokerage?
We will show it to you with your own book, in a 45-minute demo.
Request a demo