FAQ
Frequently asked questions
Can't find an answer? Contact our team.
How is my data isolated from other agencies?
Each agency has a strictly isolated data space: no user, case or document is ever accessible from another agency.
Which channels are supported for receiving quotes?
Quotes can be received via WhatsApp or entered manually by an agent, depending on your preferences.
How does sending quotes to experts work?
The quote is automatically sent via your agency's connected Gmail mailbox, with scheduled reminders until a reply is received.
How does AI analyze expert replies?
Each reply is automatically classified against an adjustable confidence threshold; uncertain cases are sent for manual review before any action is taken.
What pricing options are available?
Three standard plans plus a configurable custom plan. See the Pricing page for details.
How do I request a demo?
Use the "Request a demo" button at the top of the page or our contact form; our team will get back to you promptly.
Is my data encrypted?
Access tokens, integration secrets and sensitive documents are encrypted at rest (AES-256-GCM).
How are documents deleted after a case is closed?
A retention policy configurable by your agency determines the delay before a closed case's documents are automatically purged.
Can I change my plan at any time?
Contact our team to adjust your subscription as your needs evolve.
Is my agency's WhatsApp number available immediately?
Provisioning a WhatsApp Business number is subject to approval by Meta; this delay is independent from setting up the rest of the platform.