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AI for business advisers

Every advisory appointment starts with useful context

Tax and registration enquiries often arrive incomplete; the assistant identifies the matter and books the professional without giving its own advice.

business advisers

Customer: I need help reviewing my self-employed registration.

Assistant: I can use the configured information and organise appointments.

Three situations the assistant handles

  1. A freelancer flags a deadline for a registration review.
  2. A company checks the general document list.
  3. The adviser receives the matter, date and client notes.

A realistic conversation

Customer: I need help reviewing my self-employed registration.

Assistant: I can use the configured information and organise appointments.

Customer: It is urgent because trading starts next month.

Assistant: I will record those details and send the confirmation by WhatsApp and email.

Frequently asked questions

Does it provide definitive tax advice?

Yes, using the information configured by the business; missing details remain for staff to confirm.

Can it request documents before the meeting?

It collects the required data, checks availability and confirms without inventing conditions.

The best-fit plan

Recommended for business advisers

Advanced

Manages appointments or visits and sends confirmations by WhatsApp and email, and includes a website chatbot. By phone, voice is limited to booking appointments.

Try it free14-day free trial with usage limits.