AI Agents that guide users
through complex processes

Built for business users, not engineers. Zero technical skills needed.

Supercharge your intake and advisory processes

Build the advisory system of your dreams — no technical expertise needed

Guide users through conversations

AI engages users in natural conversations, asking the right questions at the right time. Adapts the flow based on responses and ensures nothing important is missed — no more incomplete forms or confused users.

Legal Case Intake Assistant
Hi! Let's start with a few questions about your case.

Intelligent questioning and validation

AI applies sophisticated reasoning to ask follow-up questions, validate responses, and gather complete information. Understands context and can explain complex concepts in simple terms that users understand.

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Generate professional outputs instantly

Create detailed reports, financial models, proposals, or any template you need. AI transforms conversational input into polished professional documents — exactly formatted how you want them.

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Case Study: Business Advisor Agent

How an international non-profit organization transformed their business training program with AI

Challenge

An international non-profit organization that guides entrepreneurs to become credit-worthy business owners was spending 8 hours per client manually gathering business information and creating comprehensive business plans. The process was resource-intensive and limited their ability to serve more entrepreneurs.

Solution

They deployed a Nuvi business advisor agent that:

  • Guides entrepreneurs through intelligent conversations
  • Researches business licenses and permits automatically
  • Recommends tailored financial assumptions for projections
  • Generates 3-year financial models and projections and saves results for advisor review

Results

75% time reduction - from 8 hours to 2 hours per client
More entrepreneurs served - dramatically increased program capacity
Higher service quality - comprehensive research and tailored advice for each client
Financial analysis chat interface generating comprehensive P&L and cash flow models

How nuvi works

Zero technical skills needed

1

Describe your task

Describe advisory tasks like client intake, financial planning, or complex questionnaires — or upload existing forms and processes.

2

Review the plan

3

Nuvi builds agent

4

Work gets done

Why use Nuvi for your Intake & Advisory Workflows

Transform complex processes into simple conversations and focus on high-value client work

Turn hours into minutes

Transform lengthy manual intake processes into guided conversations that capture complete information in a fraction of the time

Infinitely customizable conversations

Design any conversation flow you need — Nuvi adapts to guide users through your exact process and requirements

Easy to build - just review and approve

Simply review Nuvi's conversation plan and approve it. Nuvi builds your custom guidance agent automatically — no coding required

Built for service providers, not engineers

Create and manage intake workflows yourself without waiting on IT or technical teams

Scale without adding staff

Handle unlimited client intake and guidance sessions without hiring additional consultants or support staff

Professional outputs every time

Generate consistent, high-quality deliverables from every conversation — reports, models, proposals, whatever you need

Ready to automate your intake and advisory?

See how your advisory process can be transformed with AI. Book a demo and watch your agent get built live.