Half the phone calls are always the same: opening hours, which documents to bring, "can I drop by to talk about it?" Whoever answers gets interrupted every time, and after six the phone rings with no one there. The client calls back the next day, or writes to the owner's cell phone.
What you check
Nessun parere fiscale al telefono. Su forfettario, detrazioni o avvisi la segreteria fissa un appuntamento o passa la chiamata.
Il cliente sa che parla con un assistente automatico. Può sempre chiedere di lasciare un messaggio a una persona.
Lo studio decide cosa può dire. Risponde solo con le informazioni che avete scritto voi.
Similar cases
The same automation logic applied to other kinds of business:
Frequently asked questions
Does the client understand they're talking to an automated assistant?
Yes, it says so at the start of the call. Anyone who wants to talk to a person leaves a message, which is at the top of the list the next morning.
Can it give wrong tax information?
It only answers with the practical information the firm has written: hours, documents to bring, where to send files. On flat-rate regime, deductions or notices it books an appointment or passes the call on.
Do we need to change number or switchboard?
Usually not: unanswered or after-hours calls are forwarded to the voice service. How to do it depends on your carrier and your switchboard, and needs to be checked.
Which calendar does it work with?
With Google Calendar or Outlook. If the firm uses a different calendar, we need to check that it allows reading and writing appointments from outside.
What if the request is urgent and nobody is available?
The assistant logs it as urgent and passes it to whoever is on duty. It gives a callback time only if the firm has written real on-call coverage into the rules; otherwise it says the request is being handled and that timing is the firm's.