Tax Filing Deadline Reminder Bot for CA Firms

Build it as a Manual Bot

A TemplateTrigger fires automatically off the tax filing deadline, then a three-way Quick Reply split routes clients into a document-collection start, a CA escalation for extensions, or a confirmation capture for already-filed cases — all three reconverge at tagging and a closing message.

Build it as an AI Agent Bot

The assistant handles genuine document-collection difficulties with care — missing forms, needing an extension, clarifying what's actually required — rather than a client just tapping "Need More Time" and waiting for a callback.

A

Accounting & CA Firms

Online

Hi Suresh, this is a reminder that your tax filing deadline is in 15 days. How would you like to proceed?09:59 AM

hi, still waiting on form 16 from my employer09:59 AM

That's a common holdup — do you know when your employer typically issues it?09:59 AM

usually takes another week or so09:59 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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