AI Voice Agent — Accounting After-Hours Receptionist
AI voice agent answers every call after hours and during tax season peak volume — qualifying service needs, capturing contact details, and booking consultations without staff involvement.
What This Automation Does
How It Works
Inbound Call
Call received after hours, during tax season peak, or when all staff are unavailable
AI Receptionist Answers
"Thank you for calling {{firm_name}}. I'm the AI assistant. I can schedule a consultation or take a message for urgent matters. How can I help?"
Urgent or New Client?
If caller mentions IRS notice, audit, or urgent deadline: flag for immediate callback. Otherwise: qualify and schedule.
Qualify Service Need
AI asks: individual or business, service needed (tax, bookkeeping, payroll, advisory), preferred appointment time
This automation is included with your Intellivizz AI subscription.
Compliance & Security
AI must identify itself as an automated system at the start of each call. SMS confirmation requires prior express consent.
Canadian Anti-Spam Legislation requires express or implied consent before sending commercial electronic messages. Include sender identification and unsubscribe mechanism in all communications.
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