Products
Each one takes a piece of customer-facing work off your team. Use one on its own, or combine several into a single journey your customers finish in one go.
Get documents signed without sending customers somewhere they don't recognise.
Generate the documents your process needs, already filled in.
Templates filled in from your data, and packs of documents sent for signature, work today through Sign. Generating documents without sending them for signature is coming soon.
Let customers book the right appointment with the right person, without the back-and-forth.
Keep customers informed on the channels they already use, without anyone having to remember.
Email and SMS are available now. WhatsApp is coming soon.
Collect and check what you need before a customer moves forward.
Document uploads and AI document checks are available now. Address lookup and identity verification are coming soon.
Business phone calls, made and answered from Proxy or from inside your CRM.
Hand the repetitive follow-up to an AI agent that works the way you tell it to.
Agents work over SMS and email.
Every product is useful alone. Combined, they become one journey: the customer is verified, their documents are prepared and signed, their appointment is booked and confirmed, and the follow-up takes care of itself.
The customer photographs their ID and a recent bill on their phone.
Done by: Customer
Each one is read, its type confirmed and its details compared with what the customer told you.
Done by: Automatic
Their details are filled into your agreement template.
Done by: Automatic
Signed on a page in your brand, on whatever device they are holding.
Done by: Customer
They choose a time with the right member of your team.
Done by: Customer
Email and text confirmations, with a reminder before the day.
Done by: Automatic
Questions answered and loose ends chased, with a person brought in when needed.
Done by: Automatic
These are some of the ways organisations begin. Every one of them is a complete way to use Proxy, not a trial of something bigger.
Five examples, each pairing the customer's step with the view your team gets afterwards. Drawn examples are labelled as illustrations.
The customer signs on a page in your brand. Your team sees the request move from sent to viewed to completed, without chasing by email.
Customer
The customer reviews and signs on your signing page.
Your team
Each request and each signer, with its current status.
Several documents, filled in from details you already hold, sent as one request. The customer works through them in one sitting.
Early access Templates filled in from your data, and packs of documents sent for signature, work today through Sign. Generating documents without sending them for signature is coming soon.
Customer
One request, several documents, worked through in order.
Your team
The documents in the pack, each filled from the case.
The customer picks a time that is genuinely free. It lands on the right person's calendar with the answers to your booking questions.
Customer
The customer chooses a day and a time on your booking page.
Your team
The day's appointments, by member of staff.
The customer uploads from their phone. Your team sees what each document was read as, what was found, and anything that needs a person to look.
Early access Document uploads and AI document checks are available now. Address lookup and identity verification are coming soon.
Customer
The customer sees what is still needed and uploads it.
Your team
The result of each check, with the details it read.
Confirmations and reminders go out on their own. Your team sees each message in and out, with its delivery status, and can narrow the log to one customer's email address or number.
Customer
A confirmation sent automatically when the booking is made.
Your team
The message log filtered to one customer: channel, direction, status and time.
Tell us where your customer journey gets stuck. We will tell you which product would make the biggest difference first, and what it would cost.