Where to get documents certified: a chat for clients

A chat that finds the nearest notary, translator or courier for a client’s papers.

EasyWhen it happensAI agent

Law, accounting & professional servicesLegalAccountingTranslation

Use this template

What it does

A chat for your clients: an AI agent finds the nearest notary, translation service, courier or post office to any address, with distance and phone, and says what to bring, so papers come back to you signed and complete.

In one sentence: When someone writes in its chat, let the AI agent answer, then reply to the sender.

Why it is useful

Files stall while clients look for a notary or a translator. The chat answers in seconds, so documents come back signed and complete.

Who it is for

Law, accounting & professional services. Law firms, accountants, notaries, translators and consultancies winning clients, choosing offices and serving them on time. Every use case for law & professional services

Best use cases

  • A law firm’s client portal
  • An accounting firm’s help page
  • An immigration practice

What each run gives you

  • A chat page

The time it saves

Whenever someone writes in its chat. Doing the same work by hand takes about 5 minutes each time, so it saves about 17 hours a month (an estimate). It is easy: 3 blocks and 1 tool.

The flow, block by block

  1. ChatTrigger · ChatStarts the flow when someone writes in its chat: the chat window in the editor, or a chat page you can share or put on your website.
  2. Documents helperxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
  3. Notaries, translators and couriers nearbyxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
  4. ReplyAction · ReplyAnswers whoever started the flow, on the same channel: the app or system that called its Webhook / API gets the answer back, and a message from Slack, WhatsApp, Telegram, Teams, SMS, Outlook or Discord gets a reply in the same chat, through the account of the block that received it.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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