Why visitors slip through today
Missing receipts, unclear deadlines and loose emails create chasing work. Clients don't always know which documents are actually needed.
Request missing documents without writing every follow-up yourself.
Fiduciary teams usually know exactly what is still missing. Your AI employee captures these follow-ups in the website chat and guides clients through the next details.
What your AI employee gets done
- asks for client, period, document type, deadline and contact channel
- turns missing documents into a clear checklist
- receives the missing receipts right in the chat from the Pro plan – the client confirms with an email code and uploads, and everything lands as a case in your team's inbox
- hands the request over to the responsible fiduciary team with context
What your team receives
Your team doesn't get a loose message but a traceable document request with client, deadline and missing items.
- Client and period
- missing documents
- deadline and team handover
What deliberately stays under control
- no tax or legal advice by the AI
- complex matters are handed over to professionals
- files and sensitive details follow your account and privacy rules
Included in every plan – whatever your industry
- Speaking around the clock: by voice call right in the browser from the first minute – no number, no surcharge. She also answers the phone, at night, at weekends and on public holidays; the minutes are included, our team activates your own number once, for CHF 290.
- Voice call right in the website widget – your visitors speak in the browser, without a phone number and without activation.
- Four languages in chat and on the phone (German, French, Italian, English); she understands Swiss German and replies in High German.
- Confirmation and appointment reminder for your customers by email with a calendar attachment, as soon as an email address is on file.
- Booked appointments sit in your connected calendar (Google Calendar, Microsoft Bookings), not in a second list.
- Cockpit with work list and daily report, team accounts with no per-head surcharge – from CHF 149 per month.
Does this use case fit your business?
Tell us briefly about your website, industry and recurring front-office task. We'll assess which steps your AI employee may handle directly and where your team deliberately stays involved.