Secure Client Messaging Hub

Name: Secure Client Messaging Hub
Brand: Intellivizz
Availability: InStock

Centralized communication with AI chatbot handling common questions and routing complex ones to CPAs

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

Centralized communication with AI chatbot handling common questions and routing complex ones to CPAs.

How It Works

Message Received

SMS, email, chat, social, portal

AI First Response

Handles FAQ: hours, deadlines, checklists, portal help

Resolved?

Did AI fully answer?

Yes → Resolved

Tag as resolved

No → Route

Complex question to CPA

This automation is included with your Intellivizz AI subscription.

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Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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Complete AI-powered review management system for professional services businesses. Three integrated engines: (1) Review Request — automatically sends personalized review requests after every service interaction via SMS and email, with smart timing and satisfaction gating. (2) AI Review Response — monitors Google, Yelp, and Facebook for new reviews and generates context-aware responses within minutes, escalating negative reviews to you. (3) Review Repurposing — extracts your best reviews and transforms them into website testimonials, social media posts, and email newsletter content.

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Secure Client Messaging Hub

What This Automation Does

How It Works

Message Received

AI First Response

Resolved?

Yes → Resolved

No → Route

Compliance & Security

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AI Review Management

From Our Blog

Route to CPA

Tag

Goal: Resolved

Complete

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