Connected workflow

PolicyIQ | Assist

WhatsApp & Website Integration

WhatsApp & Website Integration brings PolicyIQ | Assist to the channels customers already use, rather than requiring a separate app or portal login.

Customers in India widely use WhatsApp for everyday communication, alongside a brokerage's or insurer's own website. WhatsApp & Website Integration connects PolicyIQ | Assist's Insurance AI Chatbot to both, using the communication connections PolicyIQ | Gateway provides.

An assistant only helps if people can actually reach it easily. Meeting customers on WhatsApp and a familiar website, rather than asking them to download something new, removes the biggest barrier to a question actually getting asked.

What challenges does WhatsApp & Website Integration address?

  • Customers expecting to reach support through WhatsApp, not a separate app
  • Website visitors with no easy way to ask a quick question
  • Fragmented presence across channels with different tools for each
  • Missed opportunities to answer a question the moment it's asked

How does it fit into PolicyIQ | Assist?

Every other PolicyIQ | Assist capability — Customer Support, POSP Agent, Employee Knowledge and Policy Information assistants, in any supported language — becomes reachable through these channels.

Connected workflow

Built on PolicyIQ | Gateway's Communication APIs, the same layer used for renewal reminders and other notifications.

What does WhatsApp & Website Integration include?

  • PolicyIQ | Assist available directly on WhatsApp
  • PolicyIQ | Assist embedded on a brokerage's or insurer's website
  • The same underlying assistant across both channels
  • Connection through PolicyIQ | Gateway's Communication APIs

What outcomes does WhatsApp & Website Integration support?

  • Support available where customers already are
  • More questions answered at the moment they're asked
  • One assistant to maintain across channels instead of separate tools

Related PolicyIQ | Assist capabilities

Frequently asked questions

Frequently asked questions

No, it's built to work through WhatsApp and a brokerage's or insurer's existing website, not a new app customers need to install.

PolicyIQ | Gateway's Communication APIs provide the underlying connection.

See WhatsApp & Website Integration in action

Book a demo to see PolicyIQ | Assist on the channels customers use.