Enroll relatives in a dental plan by voice
A driver used spoken instructions to have a bot gather plan paperwork from email and finish enrollment for relatives.
- What they did
- While driving, the user talked to their car, which passed the request to the agent. The agent then checked the user’s email for supporting documents and used them to complete the enrollment steps for the dental coverage. The user did not do anything beyond the first voice request.
- How it went
- The relatives were enrolled in the dental plan. The full exchange took 2 minutes.
- Tips
- For this kind of workflow, make sure the agent can pull information from existing email attachments or messages. Put a hard stop before any final submission so you can review the details first.
Try it yourself with Alexa+
I’m driving and need help with my [dental plan/provider]. Look through my email for any messages or files tied to this plan, gather the information needed for enrolling [family members’ names], and tell me exactly what you still need from me. Before you submit anything, change coverage, or confirm any payment, summarize everything and wait for my approval.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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