Call center
An AI receptionist for Accounting firms during open hours
Accounting firms leave the receptionist off until they turn it on. While the location is open, it can answer a call about a client calling during filing season with the opening line and the knowledge on that location.
It stays off until you enable it
A new location does not answer with the assistant. Accounting firms turn the receptionist on for the hours they are open. Closed hours still go to voicemail.
What it is allowed to say
The opening line is the first sentence. Instructions tell it how to handle a call about a client calling during filing season. It should hand the call to a person when the caller asks for one or the instructions say to.
Where the answers come from
Knowledge is notes you type and pages from a website you add on the location. The assistant answers from that material. It should not invent prices, promises, or policies that are not there.
FAQ
Does every location start with a receptionist?
No. The receptionist is off until accounting firms enable it.
Will it answer a closed location?
No. Outside the location hours the call goes to voicemail and the assistant does not start.
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