The AI Digital Clerk has grown from a website chat assistant into a complete citizen service platform for your office. AI Clerk answers residents instantly, around the clock, in website chat and by email. When a question needs a person, the conversation is handed to your staff with its full history attached, and every chat, email, and phone inquiry is tracked as a ticket until it is resolved.
The AI Digital Clerk is offered as one complete platform. Every office receives the full set of capabilities below, from 24/7 AI answers and record lookups to live agent escalation, ticket tracking, and the performance dashboard.
AI Clerk was designed by a team that has served assessment and tax offices for more than 25 years, so it knows the questions residents ask and where the answers live.
AI Clerk now does more than answer questions. It works side by side with your staff: AI resolves routine requests on its own, hands residents to a live person when needed, and tracks every request from first contact to resolution.
By website chat, email, or a phone call logged by staff, 24 hours a day.
Using your office's own documents, policies, forms, and records.
When a person is needed, the conversation is handed off with its full history.
Every request is a numbered ticket until it is resolved and closed.
AI Clerk answers resident questions in website chat and in your public inquiry inbox. It guides property owners step by step through filings such as tax relief applications and address changes, looks up specific records such as a parcel's current value, and resolves routine questions with no staff involvement.
When a resident needs a person, AI Clerk hands the conversation to staff while the resident is still online. Waiting chats are assigned automatically to available staff, up to each person's chat capacity, and staff can work several conversations side by side.
Every chat, email, and phone inquiry becomes a numbered ticket with a department, category, priority, and assigned staff member. Each ticket carries a summary, the AI's answer, internal notes, and attached files.
Staff reply to a ticket by email directly from the platform, with attachments. The ticket number stays in the subject line, so replies thread back to the same ticket, and anyone who picks it up sees the complete history.
Staff file a ticket for a phone caller and verify the caller with a one-time code sent by email or text message. AI Clerk drafts the answer and the reply goes to the caller's inbox. Verified contacts are flagged on each ticket.
Set first response and resolution targets, optionally in business hours, with SLA breach tracking. The dashboard reports open tickets, tickets resolved by AI, escalation rate, response and resolution times, and more, filtered by department and date.
Your office uploads the documents AI Clerk answers from, with version history and the ability to restore earlier or deleted documents. Settings and email and text message templates are office controlled, and every change can be undone.
Staff are set up as Agents, Supervisors, or Administrators. Agents see tickets in their assigned departments, while Supervisors and Administrators see every department. Channels and chat capacity are configurable per user.
Staff work from My Tickets, Live Chats, Follow-ups, and All Tickets views, and every request shows exactly where it stands:
By resolving routine questions immediately and routing the rest to the right person with context, AI Clerk cuts repetitive phone calls, unanswered emails, and walk-ins. The dashboard's Resolved by AI and escalation rate figures show the impact, and reports can be printed or saved as a PDF.
25+ years of CAMA expertise, built into every AI product.
Agentic AI Based. High-Speed Deed Processing. MLS Integration. Instant Sales Verification.
AI-Based AVMs. Single-Click Error Detection. Instantaneous Comps & Comparative Market Analysis.
24/7 AI Chat & Email Answers. Live Agent Escalation. Ticket Tracking & Performance Dashboard.