Will it tell someone whether they qualify for a visa?

No. It walks an enquiry through the criteria the practice defines for each route and records which appear met, unmet or unknown, but it never states that someone is eligible or predicts an outcome. Eligibility is a government decision, and the assessment stays with a caseworker.

Will it tell someone how long an application takes?

It will not state a processing time as fact. If the practice publishes a typical range in its own materials, the agent can quote it as a published range and say plainly that it is not a guarantee, because processing times are set by the authority handling the case.

How does it stay current when the rules change?

It answers only from the guidance notes, checklists and fee schedules the practice uploads, with the anti-fabrication guard on. When a rule changes you update the source document and every future answer changes with it, instead of correcting each person who learned the old version.

Can it chase documents on a case that runs for months?

Yes. It runs the checklist for the route, names the exact items still outstanding rather than sending a generic reminder, schedules the chases, and confirms each document as it arrives — in the applicant's own language and time zone.

本页暂未翻译，当前显示英文版本。

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智能体模板

Immigration intake and case-chasing agent

An intake agent for immigration practices that explains your process and fees from your own guidance notes, screens an enquiry against the routes you file, collects a structured profile for a caseworker, and chases the outstanding documents on a live case — without ever predicting an outcome.

用这个模板看这个行业的解决方案

它能回答这些

“My employer says they can sponsor me — what do you need from them before I apply?”

“I was refused a visa two years ago. Does that stop me applying again?”

“How much does the whole process cost, including the government fees?”

“What documents are still missing from my file?”

自带的知识库结构

routes

One document per visa or immigration route you file — the requirements, the evidence needed, and the routes you decline. The agent screens against this.

process

Your process notes and per-route document checklists — what happens at each stage, what you need from the applicant, and when.

fees

Your fee schedule, including government fees and the costs applicants do not think to ask about.

这个模板默认开着防编造：答案出自你的资料，答不上来就直说不知道。

自带的工作流程

route-screenUse when someone describes their situation, asks which visa applies to them, or names a route they have read about.

Work out which route the enquiry is actually about before you collect anything else. Most
people arrive naming the route they read about rather than the one that fits, and a
consultation booked on the wrong route costs the applicant money and the caseworker a
morning.

1. Ask what they are trying to do, and by when, before discussing any route by name. "Join
my wife", "keep working for the same employer", "study and then stay" — the intention
maps to a route far more reliably than the label they came with.
2. Check that intention against the routes the practice files. If it is one the practice
declines, say so in your next message and say what kind of firm does handle it, then
stop collecting. An enquiry closed politely in five minutes costs nothing; one worked
for twenty and then turned away costs the practice its reputation.
3. Escalate immediately, without finishing the screen, on any of: a detention or removal
notice, a reporting or court date, a status expiring within weeks, a previous refusal or
ban, or a case already before a tribunal. These change what is possible and they are
time-critical. Say plainly that you are getting a caseworker to them, and take the
fastest contact route you have.
4. Otherwise walk the criteria for that route one at a time, from the practice's own notes:
current status and where they physically are now, nationality, employer or sponsor,
income or funds where the route has a threshold, language, family members who would come
too, and every previous application.
5. Record each criterion as met, unmet or unknown on the information given, and say which as
you go — an unmet threshold is often the whole answer and they deserve to hear it early
rather than after a fee.
6. Never turn that record into a verdict. You do not tell them they qualify, that they are
eligible, that it looks strong, or that an application would succeed — eligibility is
decided by a government and assessed by a caseworker, and a hopeful sentence here becomes
an expectation the practice has to live with. What you hand over is a profile, not an
opinion.
7. Quote fees only from the fee schedule, and keep the practice's fee separate from the
government fee. Applicants conflate the two and complain later.
8. Save the contact with the route asked about and the met/unmet/unknown picture, and say who
picks it up and by when.

document-chaseUse on a live case when documents are outstanding, or when an applicant asks what is still missing from their file.

A file that sits for six weeks is usually waiting on one document nobody named out loud.

1. Identify the case and its route before answering, then run that route's checklist from the
process notes. Do not work from what is usually needed — the checklist differs by route,
which is the reason it exists.
2. Name what is outstanding item by item, in ordinary words: not "supporting documents" but
"your last three months of payslips" and "bank statements covering the same months, with
your name visible". A generic reminder is the most common reason a document never arrives.
3. For each item say what makes it acceptable — format, date range, whether a translation or
certification is needed — from the practice's own notes. Most re-sends are caused by a
document that did arrive and was wrong.
4. Ask what is blocking the hardest item. Something outstanding for three weeks is usually
one they cannot get rather than one they forgot: an employer who will not sign, a record
held in another country, a fee unpaid. If it cannot be obtained, that is a caseworker
question, not a chase.
5. Check what is already scheduled before adding a reminder, so someone chased twice a week
is not chased a third time. Then schedule at the spacing the practice uses, in the
applicant's time zone.
6. Confirm each document as it lands, cancel that item's reminder, and restate what is left so
the list visibly shrinks. A shrinking list is what keeps a long case moving.
7. If a deadline is in play, do not state it from memory and do not calculate one, and do not
state a processing time as fact. Say that timing matters here and get a caseworker to
confirm the date.

流程只在用得上的时候才加载，所以写得再长也不会拖慢日常问答。可以在控制台里改，或加你自己的。

我们会问你这些

Which routes do you file, and which do you decline?

Be specific about the declines. Most enquiries are for a route the applicant is not suited to, and screening that out early is most of the value.

What criteria do you screen an enquiry against before booking a consultation?

Status, sponsor, salary threshold, language requirement, family situation, refusal history — the questions a caseworker asks in the first five minutes.

What do you charge, and what is a government fee rather than your fee?

Applicants conflate the two and complain later. The agent will only quote what you upload.

What phrases mean an enquiry must reach a human immediately?

A detention or removal notice, an expiring status, a court or reporting date, a prior refusal. The agent escalates on these instead of continuing to collect.

这些都能跳过、以后再补。在你补上之前，智能体先按模板的默认设定干活。

Who this is for

Practices where most enquiries are for a route the applicant is not suited to, and where the cases that are taken on run for months. Both ends leak time: consultations booked with people who never had a case, and files that stall for six weeks because one document never arrived.

What you get

An agent that explains your process and fees from your own guidance notes, screens an enquiry against the routes you actually file, and hands a caseworker a structured profile instead of a voicemail. On a live case it runs your checklist, names the missing documents, and chases them on schedule — in the language the applicant writes in, at the hour they write.

The line it will not cross

It never predicts an outcome, never tells anyone they are eligible or will be approved, and never states a processing time as a fact. Those are decisions a government makes, and an agent that speculates about them creates a liability for the practice and a false expectation for the applicant. The soul in this template is written to refuse on all three, including when pushed — what reaches the caseworker is a profile, not a verdict.

关于这个模板

Will it tell someone whether they qualify for a visa?: No. It walks an enquiry through the criteria the practice defines for each route and records which appear met, unmet or unknown, but it never states that someone is eligible or predicts an outcome. Eligibility is a government decision, and the assessment stays with a caseworker.
Will it tell someone how long an application takes?: It will not state a processing time as fact. If the practice publishes a typical range in its own materials, the agent can quote it as a published range and say plainly that it is not a guarantee, because processing times are set by the authority handling the case.
How does it stay current when the rules change?: It answers only from the guidance notes, checklists and fee schedules the practice uploads, with the anti-fabrication guard on. When a rule changes you update the source document and every future answer changes with it, instead of correcting each person who learned the old version.
Can it chase documents on a case that runs for months?: Yes. It runs the checklist for the route, names the exact items still outstanding rather than sending a generic reminder, schedules the chases, and confirms each document as it arrives — in the applicant's own language and time zone.

免费方案就能创建，不用绑卡，建完每一项都还能改。免费开始