Social Media Inquiry Auto-Response
When a prospect messages the firm on Facebook, Instagram, or Google Business Profile, the AI chatbot engages immediately
What This Automation Does
How It Works
Social Message
New DM on Facebook, Instagram, Google Business, or website live chat
AI Chat Response
Instant reply qualifying needs: tax prep, bookkeeping, business advisory, etc.
AI Qualification
AI asks qualifying questions: individual/business, timeline, current situation
Capture Contact
Create/update contact with name, phone, email, service interest
AI Drives Booking
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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