Workflow ManagerEnd-to-end journey mapping
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Workflow Manager
Your workflows. Supercharged by AI.
Simplify customer data intake with smart workflows and agentic AI assistants that help your team act fast.
Autonomous workflows that act 24/7
Get more done with AI assistants
Scale your workflow with AI assistants that review, validate, and input customer data for you.
Gain full visibility
See every step in the customer journey from start to finish—and every dynamic path along the way.
Automate repetitive tasks
Connect your business software, automate communication, and request missing data with an AI assistant.
Speed up completion rates
Analyze every step in the customer journey to optimize results.
Empower your
workforce
EasySend’s AI assistants extend your workforce by streamlining data intake, reviewing submissions, validating information, and sending follow-up communications. By offloading these tasks to digital labor, your team can focus on delivering exceptional customer experiences at scale.
AI communication
Follow up on missing customer data.
AI approver
Input accurate customer data or route workflows.
AI review
Confirm that customer data is complete and correct.
AI smart scan
Extract text from identification images.
Launch dynamic workflows
Optimize your operations with EasySend. Plan and automate every digital touchpoint with AI assistants, so your team can improve efficiency and deliver excellent customer experiences.
Drag and drop
Create workflows without code
Improve workflow management. Drag and drop each step in the customer journey from start to finish with our no-code solution.
AI Assistants
Scale your workflow with AI assistance
Speed up completion rates by having AI assistants review, validate, input, and request customer data for you.
Business Integrations
Connect your business tools
Integrate your CRM and business software to intake customer data and pre-fill journeys automatically.
Advanced Analytics
Optimize the customer journey
Monitor user progress in real time and spot gaps in the funnel so you can optimize for better conversions and engagement.
Stay in control with a human-in-the-loop
Your AI workforce will handle repetitive tasks, but your team calls the shots. Every AI assistant operates with full transparency, giving your team control and oversight.
Workflows for any use case no matter how complex
Track every step of the customer journey and gain insights to close gaps and improve completion rates.
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Healthcare
Patient Intake
e-Consent
Medical History Report
HIPAA Authorization
Financial services
Customer onboarding
KYC
Compliance
Investment
Business Operation
Vendor Onboarding
Purchase Order
Customer Onboarding Employee Contract
Construction
Request for Proposal (RFP)
Building Permit Application
Contractor Agreement
Change Order
Real estate
Purchase Agreement
Lease Agreement
Rental Agreement
Listing Agreement
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Solve any use case, no matter how complex
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Banking
Account Opening
Loans
Mortgages
Direct Deposit Form
Credit Card Application
Healthcare
Patient Intake
Consent Forms
Medical History Report
Construction
Permit
Contractor Agreement
Real estate
Lease Agreement
Mortgage Approval
Financial services
Customer onboarding
KYC
Compliance
Investment
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Security controls & data protection built in
Security controls & data protection built in
Your data is secure. EasySend meets enterprise-grade security and privacy standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
Role-based access control
Ensure assistants only see what they need to perform tasks with strict data access controls.
Auditable assistant actions
Gain visibility and traceability with fully auditable assistant actions.
End-to-end encryption
Protect data in transit and at rest with end-to-end encryption.
Human oversight
Maintain control over sensitive decision-making with human-in-the-loop options.
Evolve your
workflows with AI
Book a demo today
See how you can create and automate smart, AI-powered digital workflows that elevate customer experiences.
Let’s create a digital journey together
Want to learn more?