Solutions

Sales Forms and Workflows, guided end to end

Qualify leads, collect project requirements, and prepare your sales team before the first conversation. Zoqera adds AI guidance and voice, so people understand every question and answer out loud.

What are sales forms and workflows?

With Zoqera, sales forms and workflows become interactive: people are guided question by question, can answer by voice, and get help the moment something's unclear.

Zoqera adds the two things ordinary sales forms and workflows are missing: real-time AI that explains a confusing question, and voice input so people can simply speak. That's what turns a form people abandon into one they finish.

Email + Spreadsheet Process vs Zoqera

Same information, a very different outcome.

CapabilityEmail + spreadsheet processZoqera
PathScattered stepsOne guided journey
InformationRe-asked repeatedlyCaptured once, in order
RoutingManualAutomatic
VisibilityGuessworkLive status end to end

The problem Zoqera fixes

Multi-step processes spread across emails, spreadsheets and chat, so information gets lost and requests stall between steps.

Without one guided path, people re-ask the basics and nobody can see what's actually happening.

How Zoqera works

Intelligence and voice on every step, no code required.

One guided path

Turn a messy process into a clear journey. Guided workflows

Collect the right information

Ask the right questions at each step. Interactive forms

Answer by voice

People move through steps hands-free. Voice form builder

Gather documents

Request files exactly when they're needed. Document collection

Route & automate

Send each item to the right person and trigger next steps.

Live status

See every request from start to finish.

How to build it with Zoqera

From idea to live in minutes.

1

Start from a prompt or template

Describe what you need, or pick a starting point; Zoqera drafts it.

2

Add logic & guidance

Show each person only what's relevant, with AI help inline.

3

Enable voice & AI

Let people answer out loud and let AI improve responses live.

4

Route the results

Send submissions, files and documents where they belong.

5

Share & measure

Publish as a link or embed, and track everything in a live dashboard.

What you can build

Common uses:

Operations requestsSelf-service processesCompliance & KYCFinance approvalsService deliveryInternal requests

Related: Approval Workflows, Client Onboarding Workflows, Interactive Forms.

The benefits, at a glance

Keeps moving
Nothing stalls
Complete context
Right info per step
Less coordination
Auto-routed
Live status
See it all

Frequently asked questions

What is a sales forms and workflow?+

With Zoqera, sales forms and workflows become interactive: people are guided question by question, can answer by voice, and get help the moment something's unclear.

How is Zoqera different?+

Zoqera guides people one question at a time, lets them answer by voice, explains anything unclear with AI, and turns responses into action, all no-code.

Can it route between teams?+

Yes, each item goes to the right person, with next steps triggered automatically.

Can it collect documents mid-flow?+

Yes, request files exactly when a step needs them.

Can steps be completed by voice?+

Yes, people can move through the workflow hands-free.

Turn sales forms and workflows into an experience

Build a guided, voice-ready sales forms and workflow with Zoqera, no code, live in minutes.