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AI Quoting for Health & Human Services. Fee quotes for human services agencies, paid online

AI Quoting prepares fee quotes for human services agencies, each fee read from the schedule your agency publishes: a clinic service, a class, a program's sliding scale. The AI never says who qualifies or what a client owes; every quote waits for a worker's yes, and the client pays by card on the quote page, by check or at the window.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Quoting · Awaiting your yes

Fee quotes for human services agencies: quotes drafted on calls and chats, waiting for approval, real Zanus AI screen

Awaiting your yes

Quotes drafted on the phone and in the chat are priced from your fee schedule and wait for a worker to preview and approve them.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Make every fee quote valid for 30 days.”

Lisa“Fee quotes are set to stay valid for 30 days, and each yes restarts the validity from that day. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Health & Human Services use it

A parent asks on the phone about the after-school program fee; the AI reads the published scale and a worker confirms the amount.

A child-care provider asks what the agency's CPR class costs; the quote lists the class fee from your published schedule.

Once a clinic fee is paid, the invoice is numbered from your own series and sent to the client by itself.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Quoting does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms AI Inventory AI CRM AI Auto-Call Lisa, your AI assistant

Your fee schedule

Clinic service fee quotes from your published schedule

Priced from your schedule

Every fee is read by code from the schedule your agency loads, never worked out or rounded by the AI.

A worker's yes first

Preview and authorize shows each line and the total before anything reaches the client, and a change asked for becomes a new version.

Accepted and paid

The client's own page lists the fees, an Accept button and the ways to pay your agency allows.

Invoiced the moment it is paid

The invoice is numbered from your own series once the payments reach the total, and it goes to the client by itself.

Questions & answers

AI Quoting for Health & Human Services: questions & answers

Which fees can the AI quote?

Only your agency's own published service fees, such as a clinic service, a class or sliding-scale program fees, read by code from the schedule you load. A fee missing from your schedule waits for a person to price it.

Does the AI say who qualifies for a reduced fee?

No. The AI never says who qualifies or what a client owes. Where a program has a sliding scale, a worker sets the amount on the quote, and nothing reaches the client before that worker's yes.

Does AI Quoting take card payments for agency fees online?

Yes. The quote page shows the lines and the total; the client accepts by typing their name and pays by card through your agency's own card account, or by the other ways you offer, such as a check or payment at the window.

Can staff review a fee quote before it is sent?

Yes. Preview and authorize shows every line, the quantity, the unit fee and the total; staff send it, revise it into a new version or end it with nothing sent.

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