AI Agent for Legal & Tax Consultancy — Automate Client Queries, Consultation Booking & More

Learn how to automate client queries and consultation bookings using Pabbly Chatflow in this step-by-step tutorial for legal and tax consultancy. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Your Consultancy

To get started with automating client queries using Pabbly Chatflow, you need to access the platform. Open your web browser and go to www.Pabbly.com/chatflow. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free credits monthly.

For existing users, simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly applications page. From there, select Pabbly Chatflow to access the dashboard where you can manage your AI agents and automate client interactions.

2. Creating Your AI Agent in Pabbly Chatflow

The next step involves creating your AI agent to handle client queries. In Pabbly Chatflow, navigate to the AI assistants section and click on ‘Add AI Assistant’. Name your assistant, for example, ‘AI Agent for Legal and Tax Consultancy’.

• Select the instruction type as ‘AI Agent’.
• Set AI configurations, keeping creativity at 0.7.
• Input your OpenAI API key for enhanced responses.

After setting these configurations, toggle on the options for header and footer messages if needed. The header and footer can provide users with additional context about your services.

3. Setting Up Knowledge Source for Your AI Agent

To ensure your AI agent provides accurate responses, you need to set up a knowledge source. In Pabbly Chatflow, select the knowledge source option and choose to upload a file. This file should contain essential information such as company details, services offered, and contact information.

Your knowledge base can be created in Google Docs and exported as a PDF. Ensure the PDF is within the 10-page limit if it contains images. This knowledge base will guide the AI agent in responding accurately to client queries.

4. Configuring the Assistant Interface in Pabbly Chatflow

Once your knowledge source is set, you can configure the assistant interface in Pabbly Chatflow. Customize the appearance by selecting a theme mode (light or dark) and configuring chat bubble colors, text colors, and profile pictures for your AI agent.

• Choose the assistant shape: circle, square, or rounded square.
• Set the footer link to direct users to your privacy policy.

After making these adjustments, toggle the button to activate your AI assistant. Don’t forget to save your configurations to avoid losing any progress.

5. Assigning Your AI Assistant to Contacts

The final step is to assign your AI assistant to specific contacts or groups. In Pabbly Chatflow, go to the inbox settings and enable AI auto-replies. Select the contacts you want the AI assistant to respond to.

This feature allows you to manage how your AI agent interacts with clients effectively. You can assign the assistant to all contacts or specific groups, ensuring that every client receives timely responses to their queries.

Conclusion

In this tutorial, we explored how to automate client queries and consultation bookings using Pabbly Chatflow. By creating an AI agent, setting up a knowledge source, and configuring the assistant interface, you can significantly enhance client interaction in your legal and tax consultancy business. Start leveraging Pabbly Chatflow today to streamline your client communications and improve efficiency.