Check eligibility and guide customers through an application
Lexey asks customers the questions your team would ask, checks their answers against your rules or a look-up in your own systems, and tells them whether they qualify. When they're ready to go ahead, it collects the details you need and sends the completed request to your team, so nobody fills in a long form or waits for a call back.
No credit card neededHow it takes an application
The questions you'd ask on the phone, in the order you'd ask them.
Asks your qualifying questions
You tell Lexey your rules in plain language, such as minimum ages, service areas or order sizes, and the agent asks for what it needs to apply them.
Checks your own systems
With the API connector skill, the agent can look up live data such as availability while the customer waits. It reads data; it doesn't change anything.
Sends you the completed request
The details arrive by email with the whole conversation, and can go to your own system as a webhook, ready for your team to confirm.
What it sounds like in your business
Examples of the checks small businesses make before they say yes, and how the agent handles them.
Checks the job and the area before anyone drives out.
Applies your returns and booking rules consistently.
Takes trade account applications with the details you need.
Checks capacity and access before a booking.
Where your rules come from
You describe your rules to Lexey the way you'd explain them to a new staff member, and the agent applies them in every conversation. For anything that changes day to day, such as availability, the API connector skill lets the agent look up your own system during the conversation.
Where it isn't the right fit
Lexey doesn't create records or take payments in your systems; completed requests reach your team by email or webhook, and your team confirms them. If an application needs documents uploaded or a signed agreement, keep that step in your existing process. It also doesn't hand a live chat over to a person mid-conversation; your team follows up by email.
Common questions
- How does it know who qualifies?
- You tell Lexey your rules in plain language, such as minimum ages, service areas or order sizes, and the agent applies them. It can also look up live data from your own systems with the API connector skill.
- What details can it collect for an application?
- A name, email, phone number, company or order number, plus up to five fields of your own, such as an address or a date. You can make details required before a request is passed on.
- Can it put applications straight into our system?
- It emails each completed request to your team, and can also send it to your own system as a webhook. It doesn't create records in your systems itself.
- Does it make the final decision?
- No. It tells customers whether they appear to qualify under your rules and passes the request on, and your team confirms.
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