This AI Agentic Assistant answers families' questions about services, timing, and arrangements day or night — using only the funeral home's own documents so every answer is accurate and consistent. When a family is ready, a short intake form appears in the chat and their details are emailed to staff for gentle follow-up, with a calm tone that feels more like a helpful receptionist than a chatbot.
How it works:
- Load the funeral home's service sheets, pricing, and policy documents once.
- Answer visitor questions accurately, using only those documents as the source.
- When a family is ready, capture their details through a short intake form in the chat.
- Email the details to staff so the team can reach out personally.