Routine questions
Use approved information about your services, opening hours and process.
Business solution
AI assistants for accounting firms
Handle service enquiries and consultation requests using your approved information.
Potential configuration
A practical first point of contact.
Functions are scoped and reviewed before implementation.
Useful details
Collect the contact information and requirements your team needs.
A clear next step
Scope a booking, callback request or handoff to your team.
Scope & review
How pricing works →
Agree the boundaries before launch.
Sensitive information, confidentiality and supplier requirements need a separate review. Professional advice, clinical decisions and emergency handling are outside the routine assistant scope.
Start with the task that costs you the most time.
Tell us how enquiries arrive and what should happen next. We’ll help you scope a practical first step.