Beneficiary Eligibility Screening Chatbot
Help people check if they qualify for support. Vatoo asks eligibility questions, explains the right program, and captures applications for review.
Step 01 · Trigger
"do I qualify" or support question
Step 02 · Form
situation and eligibility criteria
Step 03 · Condition
branch to the matching program
Step 04 · Form
capture application details
Step 05 · Webhook
route the application for review
From the problem
to the fix
People struggle to navigate which support programs they qualify for, and intake teams spend time screening ineligible applicants.
A services persona explains programs from a knowledge base, the Flow Engine screens eligibility via structured questions, branches to the right program, and captures applications via Smart Forms routed by webhook.
On-prem deployment supports sensitive data.
5 steps,
with clear handoffs
01 · Trigger
"do I qualify" or support question
02 · Form
situation and eligibility criteria
03 · Condition
branch to the matching program
04 · Form
capture application details
05 · Webhook
route the application for review
What changes
in your workflow
Program navigation
Guided
With configured workflowsIneligible intake
Screened out
With configured workflowsApplication capture
Structured
With configured workflowsData sensitivity
On-prem option
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This is a public-facing deployment that engages prospects and customers directly on your website or app.
Workflow overviewRead more
Beneficiary Eligibility Screening Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. People struggle to navigate which support programs they qualify for, and intake teams spend time screening ineligible applicants. With Vatoo, a services persona explains programs from a knowledge base, the Flow Engine screens eligibility via structured questions, branches to the right program, and captures applications via Smart Forms routed by webhook. On-prem deployment supports sensitive data.
Related use cases
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