Sendy

Blend chat with your
digital journeys

Trigger context-aware, AI-driven chat at pivotal moments to verify data, ask follow-up questions, and automate backend submissions.
Book a demo

Add chat right
on cue

When friction strikes in standard forms, customers drop off. Keep the journey flowing with inline chat to answer questions and intake data conversationally.

Designed for effortless data intake

Chat

Prompt conversational input

Trigger inline, AI-driven chat as an alternative to filling out a form field.

Sendy chat product illustration

Follow up

Gather missing details

Clarify requests, extract document data, and prompt for missing details.

Sendy follow up product illustration

Extract & submit

Deliver structured data

Submit structured, validated data to your workflow, send signing links, and generate a case number.

Sendy extract & submit product illustration

Keep the
journey flowing

Boost completion rates

Combine form fields and chat in a single flow.

Go agentless

Capture and submit structured data.

Maintain context

Answer questions, validate data, and build brand trust.

Turn complex use cases into seamless journeys

Banking

Loan Application | Account Opening | Dispute Filings

Insurance

First Notice of Loss (FNOL) | Policy Adjustment | Quote Request

Healthcare

Patient Intake | Appointment Scheduling | Coverage Updates

All the ways to intake data—in one journey

Form

Collect structured input through fields and validations.

Scan

Scan uploaded documents and extract key data.

Chat

Verify data, ask follow up questions, and prompt for missing details.

eSign

Capture legally binding signatures and accelerate approvals.

Combine any digital journey with chat

Flexible triggers

Add conversational touchpoints inside any digital journey.

Native in-context flow

Retain the customer’s session state to avoid repeating information.

Real-time validation

Verify addresses, dates, account numbers, and customer parameters.

Automated submissions

Submit completed forms to your internal systems and generate a case number.

Zero system overhaul

Launch chat-infused journeys with flexible tools built to fit your existing tech stack.

Enterprise security

Secured with end-to-end encryption and enterprise-grade privacy compliance.

Book a demo today

See how you can create and automate smart, AI-powered digital workflows that elevate customer experiences.

Loading form…