The problem it solves
When eligibility, pricing or options are complex, most sites just say "get in touch." People don't realise what applies to them, so they hesitate or drop off.
How it works
The visitor answers five to seven plain-language questions. They then get a personal summary: the likely pathway, the steps ahead, and what to prepare. It can be emailed, printed or read aloud, and they can jump straight into the assistant or an enquiry from there.
What's possible
Content is approved by your experts, and the guide explains the likely path without ever over-promising an outcome. Works for any rules-heavy area — funding, eligibility, product selection or plans.
Where it fits
Anywhere customers face a "do I qualify?" or "which option is right for me?" decision.