Professional services AI agent

Turn service questions into better consultation leads.

Serviti AI answers approved service information, captures prospect intent, and gives the right team member the context to follow up.

Explain your services

Share approved service scope, engagement models, consultation process, documents and next steps without making prospects wait for a reply.

Capture consultation intent

Record the service a prospect needs, their question, and consultation or callback preference.

Route the right context

Assign the lead in Serviti Lead CRM with its conversation context instead of starting every follow-up from zero.

Flow

From service question to consultation follow-up.

1Prospect asksWebsite, QR code or campaign link.
2AI explainsApproved firm and service information.
3Intent is capturedService, consultation or callback details.
4Team follows upThe firm confirms scope and next steps.
Professional services FAQ

Common questions from firms.

Can it provide professional advice?

No. Legal, financial, accounting and other professional advice remain with qualified firm staff.

Can it handle different practice areas?

Yes. Train it on each approved service area and route enquiries to the right team.

What does the team see?

The stated service need, question, contact details provided and recent conversation context.

Create a professional-services AI agent trained on your firm content.

Add your website, service information or documents and start testing it.

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