Document processing
Recognizes invoices, applications, and contracts, extracts data, and passes it to a spreadsheet or CRM
Final scope may depend on integrations, channels, and usage.
What this agent does
The problem it solves
Recognizes invoices, applications, and contracts, extracts data, and passes it to a spreadsheet or CRM
Recognizes invoices, applications, and contracts, extracts data, and passes it to a spreadsheet or CRM
Volume limits: Up to 2 document types, extraction of agreed fields, and one output integration. Up to 500 documents per month
Often used in: Finance & accounting
Capabilities
- Document recognition
- field extraction
- export to CRM/spreadsheet
Operations teams processing invoices, forms, and contracts
How it works
From the first inquiry to human handoff — one clear cycle. We configure scenarios, connect channels and integrations, run a pilot, and launch the agent for your workflow.
Incoming request
The agent receives a message or call on the connected channel and identifies the customer context.
Understand & qualify
It interprets intent using your scripts, knowledge base, and business rules.
Take action
It performs the agreed step — books, collects data, updates CRM, or answers from the knowledge base.
Hand over when needed
Complex or out-of-scope cases are escalated to a human with full context.
Integrations and control
Channels
Integrations
Integration availability depends on official APIs and your system configuration.
Control and safety
Complex or out-of-scope cases are escalated to your team with full context. You set escalation rules, control scenarios, and can join any conversation when needed.
- Handoff to staff with full context
- Configurable escalation rules
- Scenario control and live join
Request this agent
Submit a request — we'll clarify scope, integrations, and timeline.
Document processing
What happens next
- We align scenarios, channels, and integrations with your business
- We configure the agent, run a pilot, and refine responses
- You receive a ready agent with documentation and quality controls
What happens after you apply
- We clarify your goals and integration scope
- We prepare a realistic launch plan
- We contact you before implementation begins