DIGIFORM
Three Industries. Proven Results.
AI Agent for Mortgage Brokers
Lead Qualification & Application Automation
Automate lead pre-qualification, document collection, appointment scheduling, and application status updates — so your brokers focus on closing, not chasing. The agent handles every inbound inquiry 24/7, qualifies prospects against your lending criteria, and routes only the most prepared leads to your team.
Lead Qualification & Routing
Document Collection & Status Updates
AI Agent for Real Estate Agents
Buyer & Seller Lead Automation
Qualify buyer and seller leads, schedule showings, answer listing inquiries, and follow up with prospects automatically — 24/7 across every channel. The agent engages every inbound lead within seconds, collects qualifying data, and books showings directly into your calendar without a single manual step.
Buyer & Seller Lead Qualification
Showing Scheduling & Follow-Up
AI Agent for E-Commerce
Sales, Support & Cart Recovery Automation
Boost sales, reduce support costs, and recover abandoned carts with a custom AI agent that handles shopping assistance, order tracking, returns, and re-engagement — 24/7. The agent integrates directly with your Shopify store, OMS, and support stack to resolve the majority of customer inquiries without human intervention.
Shopping Assistance & Order Tracking
Returns, Refunds & Cart Recovery
More Industries Coming
AI Agent for Financial Advisors
Pre-qualify prospects, schedule discovery calls, and deliver compliance-safe financial content automatically.
AI Agent for Insurance Brokers
Handle policy inquiries, triage claims, send renewal reminders, and surface cross-sell opportunities.
AI Agent for Healthcare Practices
Automate appointment booking, patient intake, pre-visit reminders, and post-visit follow-up.
How DigiForm Builds Your Agent
Discover
We map your highest-volume workflows, identify automation opportunities, and define the agent's scope and success metrics.
Design
We design the conversation flows, integration architecture, and escalation logic — tailored to your brand voice and compliance requirements.
Build
We build and test the agent against real scenarios, integrating with your CRM, calendar, and communication channels.
Deploy & Optimise
We deploy, monitor, and optimise the agent post-launch — with ongoing support to improve performance as your business evolves.
Transparent Pricing. No Surprises.
From a single pilot build to a fully managed AI and tech stack partnership — choose the engagement that fits where you are today.
The fastest way to get an AI agent live. We scope, build, and deploy your first agent in under 6 weeks — fixed price, fixed scope, zero surprises.
Ongoing support, optimisation, and enhancement hours — from a lean agent maintenance plan to a fully managed AI and tech stack partnership.
For companies ready to hand off most of their tech stack. DigiForm manages your AI agents, Shopify commerce, custom development, and digital infrastructure end-to-end.
Common Questions
How long does it take to deploy an AI agent?
A standard pilot build — covering lead qualification, scheduling, and a primary workflow — takes 4 to 6 weeks from kickoff to live deployment. This includes discovery, conversation design, CRM and channel integration, and a testing period with your team before going live.
What does the $2,500 pilot include?
The pilot covers a single, well-defined workflow — for example, lead qualification and appointment booking for a mortgage broker, or cart recovery and order tracking for an e-commerce brand. It includes discovery, conversation design, one primary integration (CRM, calendar, or OMS), testing, and live deployment. More complex scopes are priced accordingly up to $10,000.
What are 'usage costs' on the retainer?
AI agents use large language model APIs (such as OpenAI or Anthropic) to process conversations. These are billed at cost — typically a few cents per conversation — and passed through transparently. For most SMB deployments, usage costs run $50–$300/month depending on conversation volume. We provide monthly usage reports so there are never surprises.
Can the agent integrate with my existing CRM and tools?
Yes. We integrate with the most common CRMs (Salesforce, HubSpot, Pipedrive), calendar systems (Calendly, Google, Outlook), and communication channels (Web, SMS, WhatsApp, Phone). Custom integrations are also available for proprietary systems.
What happens if the agent can't answer a question?
Every agent is designed with escalation logic — when a conversation exceeds the agent's scope, it hands off to a human with a full transcript and context summary. You define the escalation triggers during the design phase. No customer is ever left without a path to a real person.
Is the Managed Tech Stack retainer only for AI agents?
No. The Managed Tech Stack tier is a full-service digital partnership that covers AI agents, Shopify development and support, custom interactive development, and broader technology strategy. It is designed for companies that want to outsource most of their tech function to a single trusted partner rather than managing multiple vendors.