What Are AI Agents?
AI Agents in CountingWorks PRO are powerful tools designed to help accounting and tax professionals streamline their lead intake and initial consultation process. These AI-driven assistants enable professionals to send an intake form to prospective clients inquiring about a service. Once the form is completed, AI Agents use the collected data to generate a detailed report. This report serves as a valuable resource during the initial consultation and can also be shared as a deliverable with the lead.
How to Use AI Agents in CountingWorks PRO
Using AI Agents is simple and intuitive. Follow these steps to integrate AI Agents into your workflow:
1. Access AI Agents
- From the main menu, click on AI Agents.
- Click on the Use button to begin utilizing this feature.
2. Configure Your AI Agent Service
- If you wish to charge for this service, toggle the Charge for Service button to "On."
- Choose how you want to distribute the report once it’s generated. Options include:
-
- Sending it as an email.
- Linking it to your website.
- Including it in a newsletter.
- Copying a URL branded with your firm’s domain name.
-
3. Collecting and Managing Responses
- Once a lead completes the intake form, you will receive a notification.
- Sign in to your CountingWorks PRO account and click Ai Agents > **Responses ** to view the submitted information.
- Click on the Report icon next to the response.
- Click on the Review Report button.
- Click Preview to review the generated report.
Benefits of AI Agents
- Efficiency: Automates the intake process, reducing manual data entry.
- Professional Insights: Provides a structured report to guide consultations.
- Client Engagement: Enhances communication with potential clients through streamlined interactions.
- Customization: Offers multiple delivery methods tailored to your firm's needs.
By integrating AI Agents into your practice, you can enhance productivity, improve client interactions, and deliver a seamless experience from initial inquiry to consultation. Start using AI Agents in CountingWorks PRO today and take advantage of their powerful capabilities!