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AI website agent for professional services
Explain what you do and how you charge, gather the requirement properly, weed out the enquiries that were never going to convert, and get the right ones into a consultation — without a partner spending an hour on a scoping call that goes nowhere.
Demo script — replies are pre-written, not generated.
What professional services firms are dealing with
Your website describes capabilities; prospects arrive with a situation. Bridging the two is a conversation, and right now that conversation costs a senior person an hour — often to discover the budget was never there, or the work isn't something you do. Meanwhile the enquiries that would have been perfect sit in a form queue until Tuesday, and firms that answer on Monday morning win them. Nobody publishes fees either, so the question everyone actually has goes unanswered on every site in your sector, yours included.
What the agent handles
Service explanation
What each service covers, what it doesn't, and which one fits the situation described.
Requirement gathering
Sector, size, timeline, jurisdiction, existing arrangements — asked in the conversation, not on a form.
Fee and engagement models
Retainer, fixed fee, hourly or project — with the ranges you're willing to publish.
Process and timelines
What happens after they engage you, in what order, and how long each stage usually takes.
Consultation booking
Puts a qualified enquiry straight into the right partner's diary.
Sector and credentials
Which industries you work in, accreditations you hold, and the case work you're allowed to describe.
Out-of-scope routing
Politely declines work you don't take, and refers it on rather than wasting anyone's afternoon.
Document and onboarding questions
What to bring, what you'll need from them, and how engagement letters work.
What it actually says
Written for an accountancy and advisory firm. Yours would answer from your own services, fee structure and engagement process.
From enquiry to engagement
Senior time protected
Partners take scoping calls with prospects who already fit, already understand the fee model, and already described the work.
Fewer wasted enquiries
Out-of-scope and out-of-budget work is filtered politely at the website, not two meetings in.
Answers at the hour they ask
Most professional-services enquiries come in outside office hours. That's exactly when your competitors' forms go quiet.
Sends enquiries where you work
Professional-services answers
Not unless you configure it to, and we'd advise against it. The standard setup explains services, process and fees, and routes anything that needs professional judgement to a person. Advice topics can be put permanently off-limits.
It only knows what you put in its knowledge base, so don't put client matters in there. It's for public-facing information — services, process, fees, credentials. See security.
Yes. Plenty of firms have it explain the engagement model and ask about budget range without ever quoting a number. Even "we work from ₹X upwards" filters out a surprising amount.
Yes — set routing rules by service, sector or deal size, and the enquiry lands with the right person's calendar and inbox.
Give your firm's website an AI agent.
Connect your content, configure the agent, paste one line of code. Most businesses are live the same day.