What is AI DocBot?
AI DocBot is a self-intelligent system designed to automate and streamline the collection of documents across multiple channels. It is engineered to improve the overall speed and efficiency of your onboarding and verification workflows while significantly reducing human intervention.
Why Move Away from Manual Processes?
Current manual document collection methods suffer from significant drawbacks that hinder business growth:
Heavy Manpower Dependency
Requires large teams for collection, follow-ups, and verification.
Scalability Issues
Nearly impossible to scale quickly for large-scale applications in short durations.
Processing Difficulties
Hard to reprocess applications or manage missing documents.
Lack of Centralization
No central system to monitor and track the status of collections.
How It Works
AI DocBot automates the entire lifecycle of document collection:
Initiation
Data is uploaded to a central system with the list of required documents.
Triggering
Automated messages are sent to participants to request data and documents.
Upload
Participants upload the requested data and documents in response to the triggers.
Verification
Documents are automatically verified and flagged.
Re-upload
Incomplete or incorrect documents are automatically sent back for re-upload with reminders.
Methods of Initiation
Start your document collection journeys through various convenient channels:
WhatsApp QR Code
Users scan to start the process instantly.
Missed Call
Trigger the bot with a simple missed call to a designated number.
Outcall Confirmation
Automated outcalls to confirm participant details before starting.
Key Benefits
Cost Efficiency
Operates at 1/10th the cost of manual processes through end-to-end automation.
Stakeholder Identification
Easily identify and manage all important stakeholders in a project.
Automated Persistence
Features automatic follow-ups and reminders for re-verification, ensuring high completion rates.
Resource Optimization
Manpower is required only for final high-level verification, not for the tedious collection process.
Let Us Know How Can We Help You?
