Smart Skill: Insurance

Request for Provisional Tax Certificate

This Smart Skill will help the user trigger a request for a provisional tax certificate.

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Capabilities
API
Pre-Buit Integration
Available on Channels

Capabilities

The user can raise a request for a provisional tax certificate on the IVA.
After authenticating the user, the IVA will showcase all the policies of the user via the GET POLICIES API.
The user can then select the policy for which the provisional tax certificate will get triggered.
The IVA will display the provisional tax certificate to the user in a pdf/jpg format via a GENERATE PROVISIONAL TAX CERTIFICATE API.
The IVA can also email the provisional tax certificate to the registered email address via a SEND PROVISIONAL TAX CERTIFICATE API.

APIs Needed

GENERATE PROVISIONAL TAX CERTIFICATE API

Request

Unique ID of User
ID of Policy

{
"user_id":"USRID123",
"policy_id":"PLC1"
}

Request

Success:
URL of pdf/img of the Provisional Tax Certificate

Failure:
Invalid User ID
Invalid Policy ID


                                 {
"tax_certificate_url":""
}

SEND PROVISIONAL TAX CERTIFICATE API

Request

Unique ID of User
ID of Policy
Email ID to send Policy certificate to

{
"user_id":"USRID123",
"policy_id":"PLC1",
"email_id":"abc@abc.com"
}

Request

Confirmation of successful operation. In case of error, API should respond with error reason.


                                 Success
{
"status":"success"
}
Error
{
"status":"error",
"error_reason":""
}

Pre-built Integrations

Seamlessly integrate your IVA with the rest of your contact center infrastructure including CRM, ERP, and ticketing systems using our native python-based Code Editor. Seamlessly exchange information between the IVA and other applications using open, flexible Webhooks and APIs.

Available on channels

Be where your customers are by easily streamlining your support across multiple channels. Deliver two-way conversations that are natural, personalized, and contextual from one interaction to the next, across various platforms. Make customer experience seamless while maintaining a unified and consistent brand voice across marketing, sales, service, and support.