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.
Structured inquiry qualification Consistent service explanations Specialist control of commitments
Client inquiry operation
Connect
Connect every location
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.
Roll out at your pace
Start with visibility. Add automation where it earns trust.
Each location can use the reply mode appropriate for its knowledge, team, and operating boundaries.
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 approved knowledge and hand off whenever the boundary is reached.
Give every qualified inquiry a faster path to the right specialist.
Map your locations, common inquiries, approved knowledge, and handoff rules to Convo.run.