Notaries
Which papers do I bring is half of the calls.
A notary office gets the same two questions dozens of times a day: which documents are needed for a particular transaction, and when there is a free slot. Both have fixed answers already written down somewhere, and whoever answers is usually the person who should be preparing files.
The assistant states which documents are needed for the transaction asked about, reading from the lists you maintain, offers a free slot from the office calendar, and takes the contact details. It gives no legal advice and does not say what anything costs.
What rings at a notary office
Every useful call below ends with a person who arrives prepared, which is the only outcome that matters to an office.
The list of required documents
For the transaction asked about, in the order they are brought, with the caveats that matter.
An appointment
A free slot from the office calendar, matched to how long the transaction takes.
Hours and address
Including which days certain transactions are handled.
Confirming the appointment
A short call beforehand, repeating the document list, which is exactly what gets forgotten.
Legal questions
Handed over. An answer here binds the notary.
From the question to a complete file
The flow has a very concrete practical purpose: to reduce the number of people who arrive at their appointed hour without one document and have to be rebooked.
- 01 Establish the transaction Not which document they want, but what they are trying to do. On the phone those two almost never coincide.
- 02 Read the list from your documents A knowledge base query with knowledge-only mode on, so it cannot answer from anything else.
- 03 Say it will check, when it finds nothing When retrieval returns no suitable passage, the call receives the knowledge-insufficient event and the assistant hands over.
- 04 Offer the slot From the office calendar, with the duration appropriate to the transaction, creating the event.
- 05 Send the list in writing An SMS or email with the documents and the time, because a list read out on the phone is forgotten on the way home.
What stays at the office
The usefulness is twofold: the appointment in the calendar, and the list sent in writing, which is the part that actually reduces rebookings.
| In the calendar | The appointment, with the transaction and the name in the description. |
|---|---|
| The list sent | By SMS or email, with the documents required for that transaction. |
| The contact | A row in a sheet, with the transaction asked about and the appointment date. |
| On the call record | The transcript and the knowledge-insufficient events, which show which lists need completing. |
What it does not do for a notary office
A notary answers for what is said from their office, including on the phone, which makes this list stricter than in other trades.
- It gives no legal advice It does not say what form a deed takes, does not explain legal effects and recommends no solution. It reads a list, and that is all.
- It quotes no fees It estimates no costs and calculates no duties, because those depend on values it does not have and should not have.
- It verifies no documents and identifies nobody It does not confirm whether a document is valid and identifies nobody over the phone.
- No link to notarial systems There is no connector for notary office software. Any link is your own HTTP tool.
- It takes no declarations and no consent Nothing said on a call has any legal effect, and the assistant is configured to say so when somebody tries.
What notary offices ask us
How does it know the document list?
From the documents you upload as a knowledge base, with knowledge-only mode on, so it cannot answer from general knowledge about notarial practice. It is updated by changing the document.
What does it do if somebody asks a legal question?
It says the notary gives that answer, and offers an appointment or a transfer. It is configured not to answer partially, because half a legal answer is more dangerous than none.
Can it call to confirm appointments?
Yes, through a short campaign, repeating the document list during the call. It is in fact the most useful outbound call for an office, because it prevents exactly the morning rebooking.
How long until it works?
The technical part is an afternoon, following the first-assistant guide. The long part is writing the document lists in a form it can read, and that is done once and stays done.
Where to go next
Knowledge base
Upload, chunking, vectors in Postgres, and knowledge-only mode.
Integrations
25 business connectors, 18 selectable providers, eight storage destinations.
Telephony
Numbers, trunks, dial plan, queues, operators and campaigns, in one system.
Pricing
Components at their published price, the platform on top, and what we cannot price yet.
Notes
-
1
The tools named on this page are the ones in
App\Services\Integrations\ConnectorRegistrycarryingimplemented. Anything that is only in the catalogue, without that flag, is not named here as though it worked. - 2 Knowledge-only mode requires at least one knowledge base attached to the assistant, and publish-time validation enforces it. It is described in the knowledge-base guide.