💼 SmartAI for professional services
Prospects ask what you do and what it costs before they will book a meeting. SmartAI answers scope and fee ranges, sends the document checklist, and books the consultation — without spending a partner's afternoon.
What this actually looks like
- Prospective clients ask the same scope, process and fee questions before ever booking a consultation.
- Unqualified enquiries waste partner time that should go to real client work.
- A slow first response to a new enquiry reads as unresponsive before the relationship has even begun.
Scope confirmed, fee range given, meeting booked — before any chargeable time is spent.
How SmartAI handles it
- 1Prospect asks whether you handle their situation
- 2SmartAI confirms scope and fee range
- 3Sends the document checklist
- 4Books a consultation slot
- 5Captures company details for your team
What it answers, and what reaches you
Automation where it saves time. A person where it matters.
SmartAI handles
- Which services you offer
- Fee ranges and how you charge
- Consultation booking
- Document checklists for onboarding
- Turnaround times and deadlines
Your team handles
- Actual accounting, legal or tax advice
- Scoping a complex engagement
- Anything requiring professional judgement
- Existing client matters
SmartAI answers questions about your services and books consultations. It does not give accounting, legal or tax advice, and does not interpret a client's specific situation — that stays with your qualified team.
What changes for the business
Unqualified enquiries stop reaching partners
Scope and budget fit are established before anyone senior is involved.
Consultations arrive prepared
The document checklist goes out with the booking, so the first meeting is useful.
Fee questions get a straight answer
Prospects who would have quietly left instead get a range and a next step.
Channels and connections
- WhatsApp Business Platform
- Website widget
- Facebook Messenger
- Instagram DM & comments
- Google Sheets
- REST API & webhooks
- WooCommerce
- Shopify
- EasyStore
- Zapier
Professional services — common questions
Will it give advice on my client's situation?
No. It explains your services, fee ranges and process, and books a consultation. Professional advice stays with your qualified team.
Can it handle enquiries in Bahasa Malaysia?
Yes, alongside English, Mandarin, Tamil, Thai and Vietnamese — useful for firms with SME clients across different communities.
Is client information kept confidential?
Conversations are covered by a documented Data Processing Agreement and are never used to train public AI models. See our Security page for the detail.
Ready to answer every professional service enquiry?
Start with what you already have — your price list, your schedule, your policies. 30 days free, no credit card, cancel anytime.
Other industries
Online sellers
Same questions all day: “ada stock?”, “berapa postage?”, “dah post ke?” — across WhatsApp and three marketplaces.
Clinics & dental
Appointment requests arrive after clinic hours; front desk is on the phone all day.
Tuition & education centres
Enrolment enquiries spike in the evening when no one is at the centre.