Area of work · 24 live demos
Agents for client service.
Answering clients by phone, chat and email, from the firm's own records. Each demo below is a real agent set up for a made-up company. Talk to it or type, and ask what your team would ask.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
Every client service demo
Matter update inbox
Replies to "where is my matter at?" emails from the matter records, and routes everything else to the responsible attorney.
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
Tax time front desk
Handles the rush of calls and website questions at tax time: deadlines, what to bring, appointments and new-client enquiries from business owners.
Client document chaser
Follows up business clients for missing year-end records by email, text and a friendly call, and tells the team which jobs are ready to start.
Shared inbox triage
Sorts the firm's shared inbox, answers the routine questions and hands the rest to the right accountant with a summary.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Application checklist chat
Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Annual review booking
Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Client question inbox
Answers routine client emails from the account records, and passes anything that needs advice or moves money to the right adviser with a summary.
Investor enquiries inbox for a wealth manager
Answers fund investor emails about capital calls, statements and tax documents from the investor records, and sends performance questions and anything suspicious to investor relations.
Application status inbox
Replies to "any news on this visa?" emails from HR teams and private clients using the case file, in their language, and routes new information to the consultant.
Document checklist chat
Answers "what documents do I need?" on the website in the visitor's own language, for new hires, relocating staff and private clients, and passes eligibility questions to a licensed consultant.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
Policy questions chat
Answers everyday policy questions from clients on the website in English or Spanish, and hands coverage questions to a licensed agent.
Certificate of insurance requests inbox
Issues standard certificates of insurance from the policy records, usually within the hour, and passes anything that needs a policy change to the account team.
Permit and approval status inbox
Replies to "where is our permit?" emails from the project records, and passes design and site questions to the right person.
Tenant enquiry inbox
Answers commercial tenants' emails about lease dates, options, rent reviews, outgoings and consents from the lease records, and passes decisions to the right property manager.
Candidate questions chat
Answers candidates' questions about roles, fees and the process, and tells each applicant where their own application is up to.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Student support helpdesk
Answers current learners' everyday questions from their learner record, including what their employer sponsor sees, and passes the rest to the right person.
Member services inbox for a professional body
Replies to member emails about certificates, renewals and CPD hours from the member records, and routes billing, certification and complaints to the right person.
Want agents like these for your client service?
Book thirty minutes with Sam. We will map these demos onto your own team, systems and data, and tell you what it would take.
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