An Adnan Feroz Group company
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Customer support & chat

Tidio

Live chat, Lyro AI agent and ticketing.

Best for: Shopify stores, SMBs

Group playbook

The Accounting Doc

our CPA firm in Pickering, Ontario

How Tidio fits at The Accounting Doc

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

  1. Tidio (live chat, Lyro AI agent and ticketing) 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.

Where it fits (6 industries)

  • Crypto and digital asset firms: Customer support

    AI chat for common questions, with human hand-off.

    Watch out: Never let a bot give investment advice.

  • Fintech startups: Customer support

    AI answers for common questions with human hand-off.

    Watch out: No financial advice from the bot.

  • Doctors and specialist clinics: Website questions

    Answers questions on timings, insurance and directions.

    Watch out: Keep the bot away from medical questions.

  • Aesthetic and wellness clinics: Website chat

    Answers questions on treatments and prices.

    Watch out: No medical claims from the bot.

  • Pharmacies: Website chat

    Answers questions on hours, delivery and stock.

    Watch out: No medical advice from the bot.

  • E-commerce brands: Customer support

    Live chat and AI agent for store questions.

    Watch out: Hand off refunds and complaints to staff.

Review status
Desk review, November 2026. Not yet hands-on tested.
Pricing
Set by Tidio and changes often. Check the current plans on their site.
Who you buy from
Tidio directly. Your account and contract are with them.

Other customer support & chat tools