The case arrives classified by area
Employment, family, tax, corporate or other. The professional opens the conversation already knowing what it is about, without reading three screens to find out.
It classifies the case, it does not solve it
A firm cannot have a bot handing out opinions: employment, family, tax and corporate are different areas and a hasty answer has consequences. This template sorts the enquiry and puts it on the right professional's calendar.
The menu your customer sees on day one
Copied verbatim from the flow the engine runs. It is not an example: it is what gets installed. The template ships written in Spanish, the language of our support in Paraguay and Ecuador.
What this template carries that another does not
It tells a client from a first-time enquiry
They are not the same conversation. The flow asks and splits the two branches from the start.
Documents, before the meeting
Saying what to bring is what prevents the meeting you have to hold twice. It is a main-menu option, not something you have to ask for.
This is how it answers in your industry
- Customer
Hi, I would like a consultation with the accountant
- AbyNova
Gladly. The first consultation takes forty minutes. Tomorrow we have 3:30 pm or 5:00 pm. Which works better?
- Customer
5:00 pm
- AbyNova
Done, I am holding tomorrow at 5:00 pm for you. To confirm it we need the deposit. Here is the payment link.
- Customer
Already paid, sending you the screenshot
- AbyNova
I received your receipt and attached it to your record. A person will verify it and I will confirm here. Your slot stays on hold in the meantime.
The template, in numbers
- 28 steps in the flow
- 16 menu options
- 114 words it recognises
This template is validated but we have not tested it in conversation yet. We say so here because saying it is what makes the other ten credible.