Live chat for finance
Live chat for CA firms, advisors and insurance agents
People have money questions at odd hours. Answer the general ones with an AI Agent, collect callback requests, and keep every follow-up as a ticket.
⚡ In 30 seconds
- Clients ask the same things: fees, documents needed, deadlines and how the process works.
- The AI Agent answers general questions from your service pages, 24/7.
- The away form collects a phone number for a callback.
- Requests that need documents or approvals become tickets.
- Never share account details in chat. Ask clients to use your secure channels for that.
- Free to start: 2 websites and 100 visitors per website every month, no credit card.
The problem
Why finance firms miss enquiries
Tax season and renewals bring a wave of questions all at once.
Deadline rushes
ITR, GST and policy renewals flood your phone in the same weeks.
“What documents do I need?”
The most asked question, answered one call at a time.
Evening enquiries
Salaried clients research after work, when your office is closed.
Trust
A slow or missing reply makes a new client doubt you.
Lost follow-ups
Pending documents and approvals sit in someone’s inbox.
Repeat questions
Fees and timelines, explained again and again.
What you get
What finance firms use
AI Agent for general questions
Fees, document lists, timelines and office hours, from your own pages.
Callback requests
The away form collects a phone number when you are busy.
Tickets for pending work
Track document requests and approvals until done.
Lead score
See who visited your pricing and service pages more than once.
Hide where needed
Keep the chat off client portal or login pages. How to →
Reply from your phone
The Android app alerts you between meetings.
Setup
Live in four steps
About 20 minutes.
2
Teach the AI Agent
Services, fees, document lists and deadlines.
3
Write a careful away message
Ask for a phone number and remind clients not to share account details.
4
Add saved replies
Document lists for each service.
Teach the AI Agent
What to add for a finance practice
Short, factual entries work best. Use this as a template.
| Topic | Example entry | Why it matters |
|---|---|---|
| Services | ITR filing, GST registration and returns, company registration, audit. | Answers “do you do…?” |
| Fees | ITR filing for salaried individuals from ₹999. | The first question most people ask |
| Documents | For ITR: PAN, Aadhaar, Form 16, bank statements, investment proofs. | Saves a call per client |
| Deadlines | Remind clients of the due dates that apply to them. | Brings clients in early |
| Process | Share documents, we prepare, you review, we file. | Builds trust |
| Safety | We never ask for passwords or OTPs in chat. | Protects clients from fraud |
Copy and paste
Messages for finance websites
Use these as welcome Flows and your away message. Change the details to match your business.
| Where | Message |
|---|---|
| Home page | 👋 Questions about tax, GST or insurance? Ask here. |
| Service page | Want the document list and fee for this service? |
| Deadline season | Filing deadline coming up? We can still help. Ask here. |
| Away message | We’re with clients right now. Leave your phone number for a callback. Please don’t share account details here. |
Good practice
Finance chat do’s and don’ts
✅ Do
- State clearly that chat is for general questions
- Ask for documents through your secure process
- Reply with exact fees where you can
- Make tickets for pending documents
- Mention your registrations and experience
🚫 Don’t
- Ask for passwords, OTPs or card numbers in chat
- Give personal investment advice in a quick chat
- Let the AI Agent promise refunds or approvals
- Leave deadline-season chats unanswered
- Use jargon visitors don’t understand
Live chat for finance: FAQ
Is website chat safe for financial questions?
Use chat for general questions and scheduling. Collect documents and account details only through your secure process, and say so in your away message.
Can the AI Agent give financial advice?
It answers from the information you give it, like fees and document lists. Personal advice should come from a qualified person.
Can I hide the chat on my client portal?
Yes, under Settings → Where it shows.
How much does it cost?
Free to start. See pricing.
Related
Keep reading
AI Agent
Answer repeat questions 24/7 from your own content. Learn more →
Help desk
Turn questions that can wait into tickets answered by email. Learn more →
Live chat for services
For agencies, consultants and other service firms. Read more →
Answer client questions before the deadline rush
Free to start. No credit card. Live on your website in about two minutes.