Transform dialogs into clean, structured data. AI Interviewer gathers missing details and fills fields automatically, giving your team complete requests without extra messaging.
Client onboarding, lead qualification, surveys, partner updates, HR intake – any process that requires structured data collection becomes faster and cleaner.
The Interviewer can initiate a dialog itself and guide the client through the entire intake flow – only escalating to a human for decision-making.
FROM DIALOG TO DEAL
AI Interviewer steps into any client dialog – chat, email, or task comments – to gather the missing details managers normally ask manually. It knows which fields matter, asks the right questions, and enters the answers directly into tasks or contact cards.
Turn vague inquiries into complete, structured tasks. Perfect for sales teams who need full context before responding.
Capture required details the first time – product, issue type, priority, screenshots, deadlines – and route tasks instantly.
Gather feedback, conduct structured interviews, or pre-screen candidates by asking the right questions automatically.
Fill missing fields in contacts or tasks: company size, region, product interest, start date, budget, and more:
Control usage, costs, and roles with built-in admin tools. Track credit consumption, manage permissions, and scale AI power as your email volume grows. Monthly free credits keep operations cost-effective.
Learn about Planfix AI’s customer service automation. Automate customer engagement to categorize inquiries and boost support efficiency.
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