AI intake chat for migration agents
Casen's AI intake chat gives prospective clients a way to share information before the first consultation. It helps migration practices capture enquiries and prepare a private summary and indicative pre-assessment for the agent to review.
Start with a conversation, not a blank form
An enquiry can arrive at any time and with very little context. Casen's intake chat asks prospective clients questions through a guided conversation, helping the practice collect relevant information before an agent picks up the enquiry.
Give the agent context before the consultation
Casen organises the information shared during intake and can prepare a private pre-assessment of likely visa pathways. The agent can use this as context for a consultation and decide what to clarify next. It is not a visa decision, eligibility guarantee, or substitute for professional advice.
Keep the enquiry connected to the practice
Intake information can be managed with leads in the Casen dashboard. Practices can tag leads to organise enquiries and keep track of the context gathered before a consultation.
Designed for Australian migration practices
Casen is designed for registered migration agents in Australia. Review the Trust page for current information about data handling, retention, subprocessors, and optional AI connectors before inviting clients to share personal information.
See Casen's intake chat in action
Try the free plan or book a walkthrough of the client conversation and the private pre-assessment it prepares.
