Professional offices
Answer every new client in tax season.
You’re with a client. It answers questions, books consultations and takes messages.
Three questions it handles
- “Are you taking new clients?”
- Answers from your notes, then takes their details.
- “Can I book a consultation?”
- Books it and emails an invite.
- “What should I bring?”
- Answers from the list you give it.
Sample callRidgeview Tax & Accounting
Sample call transcript: Ridgeview Tax & Accounting
- Ellie · AI: Thanks for calling Ridgeview Tax & Accounting. This is Ellie, the AI receptionist. How can I help?
- Caller: Are you taking new clients? I need help with my business taxes this year.
- Ellie · AI: We are. I can book you a consultation. What's your name and best number?
- Caller: Tom Becker. 503-555-0128.
- Ellie · AI: Thanks, Tom. And your email for the invite?
- Caller: tom.becker@example.com
- Ellie · AI: Thursday at 10 a.m. is open. You're booked, and the invite is on its way.
Call ticketMon 1:15 p.m.
- Caller
- Tom Becker
- Callback
- (503) 555-0128
- tom.becker@example.com
- Needs
- New client, business taxes
- Urgency
- This week
- What happened
- Booked · Thu 10:00 a.m.In your appointments
Pick the minutes you need
Starter
Never miss an after-hours call
$15/mo
- 100 minutes
- About 35 calls
- 3 calls at once
- Best for most businesses
Growth
Cover nights and busy days
$29/mo
- 200 minutes
- About 70 calls
- 5 calls at once
Professional
Answer most of your calls
$59/mo
- 500 minutes
- About 180 calls
- 10 calls at once
Business
Answer every call
$89/mo
- 800 minutes
- About 290 calls
- 15 calls at once
Create your free account, then pick your plan in Billing.
Works for any business that gets phone calls. See all industries