Accounting Services Enquiry Lead Qualification Bot

Build it as a Manual Bot

Branches at the first question — Individual Tax Filing collects an income type and filing year, Business Accounting collects its own service and business size — both paths reconverge at consultation scheduling, tagging and CA routing.

Build it as an AI Agent Bot

The assistant handles deduction, deadline and pricing questions in whatever order a prospect asks them, while still gathering the same qualifying details a manual flow would collect.

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Accounting & CA Firms

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hi need help filing taxes, im freelance, first time doing this properly09:59 AM

No problem, freelance filing is a bit different from salaried since you'll need to track business expenses. What kind of freelance work do you do?09:59 AM

graphic design, work from home09:59 AM

Good to know — you can likely deduct a portion of home office expenses, software subscriptions, and equipment. Have you been tracking these expenses?09:59 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

▶ Test AI Agent

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