AI VOICE AGENT FOR PROFESSIONAL SERVICES
An AI receptionist for professional service firms
Your most valuable hours are the ones you spend on client work, and every ringing phone is a chance to lose them. A TechMoose AI voice agent answers for your firm, captures new client enquiries, books consultations into your calendar, and takes proper messages for existing clients. It does not give advice. It makes sure the right person hears about the right call.
- Accountants
- Bookkeepers
- Lawyers
- Financial planners
- Consultants
- Migration agents
Caller
Hi, I need help with my tax. I've started a small business this year.
Voice agent
Congratulations on the new business. I can't give tax advice on the phone, but I can book you a consultation with one of the accountants. Would a morning or an afternoon suit you?
Caller
Afternoon is better.
Voice agent
I have Tuesday at 2pm or Thursday at 3:30pm. Which would you like?
Illustrative conversation. Not a recording of a real customer.
THE PROBLEM
The phone is how customers find you. It is also in the way.
Calls interrupt billable work
Deep work on a return, a contract or a plan does not survive a phone call every twenty minutes, and getting back into it costs more time than the call took.
New client enquiries go to voicemail
A person looking for an accountant or lawyer often rings several firms. The one that answers, or books them in promptly, tends to win the first conversation.
Busy seasons overwhelm the phone
Tax time, end of financial year and deadline periods bring a surge of calls at exactly the time you have the least capacity to take them.
WHAT YOUR AGENT DOES
It handles the calls you cannot
Captures new enquiries
It asks what the caller needs help with, how urgent it is and how to reach them, and sends you a clean summary to qualify.
Books consultations
With calendar sync on, it offers open consultation slots and books the caller in without back and forth emails.
Takes proper messages
For existing clients, it records who called, who they wanted and what it is about, so the right person calls back prepared.
Keeps advice with you
You can instruct it never to give advice or discuss a client's affairs. It takes details and passes them on, nothing more.
YOUR RULES
You set the boundaries, in plain English
You do not configure a phone tree. You write instructions the way you would brief a new team member, and the agent follows them. Change a rule and it changes on the next call.
Examples of instructions you could give it
- Never give legal, tax or financial advice. Take the caller's details and book a consultation.
- Do not confirm whether someone is a client. Take a name and number only.
- For anything urgent, such as a deadline or a notice, flag it and notify me straight away.
- Consultations are for new clients only on these days. Offer those slots.
GETTING STARTED
Live in minutes, not weeks
Describe it in plain English
Tell TechMoose AI who you are, what you do, your hours, and what your assistant should and should not say. No scripts to write and no code.
Connect your number and calendar
Get a dedicated Australian phone number, link your calendar so it can book, and choose how you are notified when a call comes in.
Test it, then go live
Talk to your agent in your browser first. When it sounds right, point your calls at it and it starts answering.
Paid plans start at A$49 a month, and there is a free plan to build and test your agent. See pricing
QUESTIONS
Frequently asked
Can the voice agent give advice to callers?
It should not, and you can instruct it so. The agent is for capturing enquiries, booking consultations and taking messages. Advice stays with your qualified people.
How does it handle confidential client matters?
Set it to collect only a name, a number and a general reason for the call, and to never discuss anyone's affairs. Keep sensitive details out of its instructions, and read the privacy policy and terms at techmoose.ai before you go live.
Can it help us through busy periods like tax time?
Yes. It answers every call regardless of how many arrive at once, so a surge in calls does not mean a surge in missed enquiries. Larger plans give you more minutes and agents for peak months.
Can we connect it to our practice management software?
Out of the box it works with calendar sync and notifications. Connecting it to your practice or case management system is a custom project our development team can scope at a fixed price.
Want a voice agent built for your professional services business?
Start on the free plan and test it yourself, or tell us what you need and we will build the integrations around it as a fixed price project.