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An informational insurance assistant for WhatsApp and Telegram

An informational insurance assistant can answer defined questions from approved product material in supported messaging channels. Test the sources, access and handoff rules; keep regulated advice and binding decisions with the responsible professional.

Build my information assistant

Before you read

What gets published

Illustrative outcome, not a live customer result: after prerequisites and channel testing, the same approved-information agent may be exposed through WhatsApp, Telegram, and the non-live placeholder https://{slug}.ai.prostir.build with https://{slug}.ai.prostir.build/mcp. It gives sourced general information and a documented human contact path; it makes no insurance decision and promises no automatic handoff, reminder delivery, or complete conversation record.

Best for

Independent insurance agents, agencies, and brokers that repeatedly answer office, document, process, and contact questions—but keep coverage, eligibility, claims, and advice with authorized people.

Where the work happens

Build ideas · Approved information only · Channel prerequisites · Human insurance decisions

01

The safe job for this assistant

  • Answer office hours, contact, document-list, and general process questions from approved sources.
  • Show the source and say when the approved material does not contain an answer.
  • Send coverage, eligibility, pricing, claim, and advice questions to a documented human contact path.
02

Illustrative setup—not a live deployment

Each dependency must be available, authorized, configured, and tested before the channel is offered.

  1. 01
    Approve the information boundary.

    Choose low-risk questions and the exact documents or data the agent may use.

  2. 02
    Prepare an optional CRM connection.

    Use only a compatible connector or owner-approved tool with the required scopes and authentication; do not assume every CRM works.

  3. 03
    Configure one channel at a time.

    WhatsApp and Telegram require their own accounts, credentials, connector setup, transport, policy compliance, and end-to-end tests.

  4. 04
    Document the human contact path.

    Provide office hours, phone, form, or queue instructions. Do not call the handoff automatic until that exact integration is verified.

  5. 05
    Publish only after validation.

    The non-live URL pattern is https://{slug}.ai.prostir.build with https://{slug}.ai.prostir.build/mcp; the actual saved slug and access policy control the real endpoint.

03

What the worked configuration contains

These are proposed resources, not evidence of a customer deployment.

  • docapproved-faq.mdLow-risk answers approved by the agency.
  • docsource-register.mdOwner, version, and review date for every allowed source.
  • dochuman-contact-path.mdWhen and how the visitor contacts an authorized person.
  • datachannel-readiness.mdAccount, connector, authentication, transport, consent, and test status per channel.
04

Illustrative conversation

Constructed example—not a customer transcript or verified live call.

Constructed example—not a customer transcript or verified live call.

Prostir Studio

Which documents does the agency ask me to bring for an introductory appointment?

The approved appointment guide lists identification and the documents named on your invitation. I can show that checklist and the agency contact. I cannot decide coverage, eligibility, price, or a claim.

05

Boundaries before launch

  • Do not present general information as insurance advice or a coverage decision.
  • Do not promise reminders, automatic escalation, or complete logging until each exact dependency has passed an end-to-end test.
  • Keep a visible human contact route and review source changes before they reach the agent.
  • Treat channel availability and CRM access as configuration-dependent, not universal.

Solutions

Multichannel AI agent with one place for its rules

An owned agent with consistent source configuration and individually verified client or channel connections.

Build my information assistantSee the solution

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Solutions

One service. A familiar way to reach it.

Keeping answers consistent gets harder with every channel. Start with one agent and verify the chat or channel your customers actually use. Start your 7-day Creator trial, no card needed.

Build my information assistantSee the solution

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