docassemble

Summary: Docassemble is a free and open-source expert system for guided interviews and document assembly. It provides a web-based platform that conducts interactive interviews with users, gathering information and generating documents in PDF, RTF, or DOCX format. The system can be used to automate various processes, including submitting applications, providing user information, and storing input data.

Main Features:

• WYSIWYG Templates: Compose templates in .docx or .pdf files using a Word add-in, and synchronize them with your server using Google Drive or OneDrive.
• Signatures: Gather touchscreen signatures and embed them in documents.
• Live Chat: Assist users in real-time with live chat, screen sharing, and remote screen control.
• AI Processing: Use machine learning to process user input.
• SMS Integration: Integrate SMS functionality for sending notifications or receiving user responses.

These features make docassemble a powerful tool for automating various workflows, from document assembly to guided interviews. Its flexibility and customizability make it an attractive solution for organizations looking to streamline their processes and improve user engagement.