Quickchat AI

How Quickchat AI fits at The Accounting Doc

Website visitors asked the same twelve questions about pricing, deadlines and documents, mostly outside office hours.

1. Quickchat AI (conversational AI assistant) answers those questions from the firm's own pages and takes a name and email for anything else.
2. A visitor who asks for a person is handed to a team member with the chat attached; the assistant never gives tax advice.
3. Every chat is tagged in the CRM by audience: family, business, or setting up in Canada.

What changed: The site answers at midnight, and the morning starts with warm, labelled leads.

Lesson: Give the assistant a list of what it must not do before a list of what it can.

Group playbook: how this job is set up across the Adnan Feroz Group companies. The method, not measured results.