AGENT AI Chat Bot with Vision AI for ECO4 & GBIS ??

Companies offering ECO4 and GBIS, efficiency and accuracy is everything. That’s why we’re excited to introduce the latest upgrade to AGENT AI Chat Bot: our new Vision AI feature, designed to transform how ECO4 companies interact with leads, manage submissions, and streamline booking processes. Here’s how AGENT AI Chat Bot, equipped with Vision AI, can supercharge your operations. ????

?? Vision AI: Next-Level Document Analysis for ECO4 & GBIS

Imagine a chat bot that not only converses with potential clients but can also read and analyze documents. That’s exactly what our Vision AI offers. Whether it’s utility bills or ECO/GBIS-required documents, AGENT AI can:

?? Read Utility Bills in Real Time With Vision AI, AGENT AI can now analyze utility bills and other important documents directly through the chat interface. This enables immediate feedback on eligibility for ECO4 and GBIS funding, saving time and minimizing manual effort.

?? Prequalify Leads with Smart Analysis Vision AI analyzes key details, like household income and utility usage, to determine eligibility criteria before a human agent even gets involved. This ensures your team focuses on high-potential leads and gets the right offers in front of clients.

?? Automatic Documentation for ECO4 & GBIS With Vision AI, submission accuracy goes up. The bot can automatically pull required data from client documents, assisting in a smooth submission process that meets ECO4 and GBIS requirements effortlessly.

?? Smart Lead Qualification & Custom Scenarios

Lead qualification is where AGENT AI shines, and with recent updates, it’s even better:

?? Custom Scenarios for Precise Prequalification With custom scenario options, you can set up rules that automatically qualify (or disqualify) leads based on specific criteria. For example, if a lead’s household income exceeds ￡31,000 and they lack a qualifying condition, they’ll receive information about paid options instead of ECO4 funding. This removes ambiguity and allows for a clear and professional lead journey.

?? Prompting Capabilities to Engage Clients Effectively The bot is designed to deliver intelligent prompts, guiding clients seamlessly through qualification steps, answering queries, and moving them toward scheduled appointments or additional info requests without delay. This keeps leads engaged and nurtured right from the first interaction.

??? Comprehensive Booking and Follow-Up Tools

AGENT AI Chat Bot doesn’t just qualify leads—it moves them toward meaningful action. Here’s how:

?? Appointment Scheduling & Reminders Our AI chat bot allows clients to book, reschedule, or cancel appointments without a hitch. The bot will also send reminders, ensuring leads don’t miss appointments and are prepared with any necessary documentation.

?? Follow-Up Automation For leads who need a nudge, AGENT AI offers follow-up prompts based on engagement history, bringing back previously engaged leads without manual follow-up.

?? 2-Way Conversational System Built to support real-time communication, AGENT AI allows clients to chat with your team instantly through branded mobile apps or desktop CRMs. From web chat to SMS follow-ups, clients can stay connected on their preferred platform, giving them the best experience possible.

?? Get Started with AGENT AI’s Vision AI-Powered CRM for ECO4 & GBIS

For companies working in the ECO4 or GBIS space, the new AGENT AI Chat Bot with Vision AI provides an unmatched suite of tools to enhance client interactions, streamline lead management, and simplify the booking and documentation process. It’s everything you need to take your lead generation and submission management to the next level—fast, accurate, and client-friendly.

Ready to transform your business? Learn more about our AGENT AI Chat Bot and Vision AI capabilities , and discover how we can help your company thrive in the ECO4 and GBIS sectors. ??