RingDonHome / Industries / Accounting and bookkeeping / Website chat
Accounting and bookkeeping
Website chat that books for accounting and bookkeeping
Answers service and pricing questions, books a consultation.
- 11:37Visitor asked about weekend hours, got the answer and booked a Saturday slot.
- 13:05Quote request for a kitchen remodel, size and dates collected, quote sent to your inbox for approval.
- 20:22Visitor asked something outside your pages. Took a callback request for the morning.
What it does in accounting and bookkeeping
- Answers from your own pages, prices and policies
- Books appointments straight into your calendar
- Collects quote details and sends the quote
- Opens a ticket or callback with the details filled in
- Hands the conversation to a person when the visitor asks
Systems in your office it plugs into
- QuickBooks, Xero, Drake, Lacerte
- Client portals and secure upload
- Engagement letters and organizers
- Bank and card statements
- Deadline calendars
Plus any website (one line of code, works with wordpress, shopify, wix, custom sites), google calendar, outlook, your booking system.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Says "I do not know" instead of inventing
Rule
You see every conversation
Rule
Never asks for card numbers
Rule
Visitors can always reach a person
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionIs this a chatbot?
It talks, but the point is what it does after: booking, quoting, opening a ticket.
Does it slow the site down?
No. It loads after your page and weighs less than a photo.
Is client data safe?
Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune