Complete forms through a guided conversation with AI
Also listed as: Conversational, AI-guided completion
What is it?
Xelence will let people complete a form through a guided conversation. An AI assistant asks questions in plain language, explains what is needed, and fills in the form from the answers.
Why does it matter?
Long or complex forms can confuse applicants and staff, leading to incomplete submissions and follow-up calls.
Easier form completion, fewer incomplete submissions, and less follow-up work for staff.
Getting it into your solution
- Needs an upgrade to the Xelence release
- Needs configuration
Where people stay in control
The person completing the form reviews and confirms the answers before submitting. Your organization decides which forms the assistant can help with.
Start thinking about
- Which forms generate the most questions or incomplete submissions today?
- Which forms or questions should always be completed without AI help?
- How would you explain to constituents that an AI assistant is guiding them?
Terms used on this card
- AI assistant
- A feature that suggests or drafts something, such as a form, report, rule or letter, for a person to review and accept.
Items shown as planned are subject to change based on customer priorities for specific features and enhancements.