Immigration advice · Worked example

Application status inbox for an immigration practice

Replies to "any news on my visa?" emails from the case file, in the client's language, and routes real questions to the adviser.

EmailYour data Answers from your dataMultilingualHuman handoff

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The problem

Clients waiting on a visa decision email often, and understandably so. Each reply means an adviser or case officer opening the file just to say nothing has changed.

How it works

Matches each email to the client's case in the practice's system
Replies with the current stage, what was last submitted and what happens next
Writes back in the language the client wrote in
Forwards new information, like a job change, to the adviser straight away
Keeps a record of every reply on the case file

What it connects to

Case management system
Email (Outlook or Gmail)

Sample email thread

ClientHi, has there been any update on my partner's visitor visa? We applied five weeks ago.
AgentHi Mei, thanks for checking. The application is still with Immigration New Zealand and there have been no requests for more information. Your adviser checks the portal every week and will contact you as soon as anything changes.
ClientOK. She has also just changed jobs, does that matter?
AgentThanks for telling us. I've passed that to your adviser, who will let you know if anything needs to be updated on the application.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Answers from your data. Looks up live records in your own database and systems, not just documents.
Multilingual. Switches language mid-conversation when the caller does.
Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.