Secure Client Messaging Hub
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
1
Message Received
SMS, email, chat, social, portal
2
AI First Response
Handles FAQ: hours, deadlines, checklists, portal help
3
Resolved?
Did AI fully answer?
4
Yes → Resolved
Tag as resolved
5
No → Route
Complex question to CPA
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.