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Start a conversation

Introduction

After Creating a lead you will see several href attributes in the response.

These links can be used to directly start a conversation.

Customer vs Broker conversations

The conversation links mentioned on this page are meant to be used by the broker, they won't work if you send them to a customer. When you want a customer to fill in a conversation use campaigns

Use cases

  • Enriching data after creating a lead.
  • Creating an advisory report.
  • map risk of a prospect.
  • Define what insurances your prospect needs.
  • Bring outdated data up-to-date.

API Documentation

Environment Documentation Link
STAGING https://api.staging.wegroup.be/redoc#tag/conversations
PRODUCTION https://api.wegroup.be/redoc#tag/conversations

Types

Type Description
Sales conversation Obtain sufficient information regarding one or more specific type(s) of insurance with the goal of providing quick and easy quotes.
Risk analysis Map out risks and needs in an orderly manner and have automatic recommendations generated with the aim of offering personalized advice.
Company scan Obtain an in-depth analysis of a company's risks and needs with the goal of soliciting quotes and providing tailored advice quickly and efficiently.

How to

After creating a lead, you will notice several href_xxx attributes in the response.

Start a sales conversation

Response from lead api:

{
    ...
    "href_to_advisory_flow": "https://$APPLICATION_HOST/product/session/selection/0?party_id=491f4644-3f0e-9777-a6ff-9751dddea5d5"
}

What is included?

TODO

Starting a risk analysis conversation

Response from lead api:

{
    ...
    "href_to_risk_scan": "https://$APPLICATION_HOST/risk-analysis?party_id=e99f4644-3f0e-4777-a6ff-9731ddde95d5",
}

What is included?

TODO

Starting a company scan

Response from lead api:

{
    ...
    "href_to_company_scan": "https://$APPLICATION_HOST/company-scan/intro?party_id=e99f4644-3f0e-4777-a6ff-9731ddde95d5",
}

What is included?

TODO

Extending the journey

After starting a conversation, you can:

  • Capture events here