AI customer messaging for Professional services
Qualify the request before your specialist joins the conversation.
Help agencies, consultancies, and service teams respond consistently, collect useful context, and hand commercial commitments to the people authorized to make them.
For consultancies, agencies, advisory firms, and specialist service teams.
Client inquiry operation
Connect
Connect your locations
Channel routing
Main website
Website live chat
Downtown office
Messenger
Advisory team
WhatsApp Business
Consulting practice
Across the operationInboxes ready
Supported channels
Meet customers wherever they choose to message.
Instagram Direct
WhatsApp Business
Website live chat
Where Convo.run fits
Collect useful context before a specialist steps in.
Collect the right context, explain services clearly, and route commitments to a specialist. Configure the workflow around the locations, teams, and boundaries already present in your operation.
01
Service qualification
02
Consultation requests
03
Team routing
04
Commitment safeguards
A clear automation boundary
Qualify and explain. Keep commitments with authorized specialists.
AI can explain services, gather scope, and organize consultation requests. Pricing commitments, guarantees, and specialist judgment route to the people authorized to provide them.
AI can respond
Can I get a project quote today?
Grounded in Service qualification guide
A person takes over
Can you guarantee this outcome?
Binding commitment requires a specialist
The knowledge behind the answer
Turn your service model into clear, reusable guidance.
Publish common guidance once, scope local details to the right location, and encode the boundaries that tell AI when a teammate is needed.
SOURCE 01
Services
Published and available to the right locations.
SOURCE 02
Qualification guide
Published and available to the right locations.
SOURCE 03
Consultation process
Published and available to the right locations.
Reply mode by location
Begin with staff replies, then enable drafts or automatic replies.
Set the mode independently for each location after publishing its knowledge and handoff rules.
Team-only
Bring every channel into one inbox while your team handles each response.
AI drafts
Prepare replies for service explanations, qualification questions, and consultation intake, with a teammate reviewing before send.
Automatic
Answer eligible inquiries from published knowledge and hand off when a request reaches a configured boundary.
Collect scope and timeline before assigning an inquiry to a specialist.
Bring your locations, common inquiries, published information, and handoff rules.