Documents, appointments and deadlines, without chasing anyone.
An agent that asks your clients for documents, books appointments and warns about deadlines. Try it here with a sample tax adviser.
- No sign-up
- Data in the EU
- ES · CA · EN
Hi, I’m the assistant at Gestoria Puig. Which procedure can I help you with?
PINNED TO YOUR BOARD
- When the agent closes a booking or an appointment, it will show up here.
You are talking to an AI. The demo business is fictional.
What it takes care of
Documents
Asks each client for what is missing and keeps reminding them until they send it.
Appointments
Books and confirms appointments with the right person on the team.
Deadlines
Warns clients before something that affects them expires.
Common questions
Answers the basics and hands anything needing professional judgement to a person.
How we work
- 01 · 2 WEEKS
Diagnosis
We see how you work, measure where the hours go and pick the 3 automations with the best return.
- 02 · 30 DAYS
Measured pilot
We launch it with the tools you already use. Metrics agreed from day one. If you don’t recover hours, you stop.
- 03 · EVERY MONTH
We look after it and improve it
A monthly report on hours and conversations, tweaks and new automations when they make sense.
What would you automate first?
Answer and we’ll recommend where to start, with a price. No email until you want to.