WHAT IT HANDLES
- The services you offer, and the ones you refer out
- What to bring to a first appointment
- Callback requests with the details you need
- Filing deadlines and lapsing policies put straight through
ALL INDUSTRIES
AI PHONE AGENT FOR ACCOUNTANTS AND INSURANCE AGENCIES
Clients answered, deadlines put through.
It answers what your firm does, what to bring and whether you're taking new clients, takes the details for a callback, and puts deadlines through to you.
WHAT IT ASKS CALLERS
- “Are you a current client?”
- “What do you need help with?”
- “What's the best time to call you back?”
You can change these, and its greeting and hours, in your Outerstack app.
WHEN IT PUTS THE CALL THROUGH
A filing deadline or a policy about to lapse goes straight through to you.
BOOKING
Connect your Google Calendar and it books callers into your open times, the way you set them, and can email them the invite.
HOW IT SOUNDS
A call to Ledgerline Tax & Insurance, a made-up business.
Caller“I got a letter from the IRS.”
Agent“Let's get that in front of someone. Are you a current client? I'll have a preparer call you this afternoon.”
EVERY AGENT
- Answers every call, nights, weekends and the busiest hour
- Learns your business from your website in about 15 seconds, menus and PDFs included
- Looks things up mid-call when a caller asks something new
- Emails you a summary after every call, with who called and what they wanted
- Puts callers through to your phone when your playbook says to
TRY IT FREE, THEN $149 A MONTH
Hear it answer as your business in about a minute.
Building and calling your demo is free. To put it on your line: $149 a month with 500 minutes included, then 15¢ a minute. Cancel anytime. See pricing.