What this agent can do for your business
- Checks documents and fieldsIncluded
- Flags missing and outdated itemsIncluded
- Answers the processIncluded
- Never approves or assessesIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Cites the source of every answerIncluded
Receives the trade credit application documents, extracts each one's required data and flags what is missing...
Intelligent Document Intake
Checks that every credit application arrives complete, with the required data, before your team assesses it.
Built for: B2B credit and collections teams
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Incomplete applications delaying assessment
- Outdated references detected late
Try Intelligent Document Intake
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Intelligent Document Intake. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Checks documents and fields
- Flags missing and outdated items
- Answers the process
- Never approves or assesses
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Required documents and fields (configured); process guide (knowledge base)
Before you buy
Does it approve applications?
No. It checks the documents are complete; your team performs the assessment.
Can I define other documents?
Yes, you configure the required documents and fields for each process.
What do I need to configure?
Load your credit process guide as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
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Intelligent Document Intake
Install the plugin, configure the required documents and fields, load your process guide, connect your AI key and test with sample documents.
Full product description
Receives the trade credit application documents, extracts each one's required data and flags what is missing or outdated. It answers process questions from your published guide. It never approves or assesses: the decision stays with your credit team.