Explain your service options
Use plain language to distinguish the support your practice offers, with links to the appropriate pages.
For accountants & bookkeeping practices
Help prospective clients find the right accountancy service.
Make it easier for a sole trader, company owner or established business to explain what support they are looking for—without turning the website into an unregulated advice desk.
A real AI conversation with a fictional business. Text only. No enquiry is sent.
Visitor
I've recently started a limited company and need ongoing help.
KAI
In this fictional practice, the team can discuss bookkeeping and accounts support for small businesses. I can explain the enquiry process, but cannot advise on your tax position. What is the main thing you want support with?
Visitor
Keeping the books organised each month.
KAI
Then the first discussion can focus on regular bookkeeping support. The practice would confirm scope, software compatibility, fees and any separate accounts or payroll work.
Illustrative wording · Not a testimonial or a confirmed outcome
The useful difference
From an open question to a clearer next step.
A first-time business owner may not know whether they need bookkeeping, accounts preparation, payroll support or an initial consultation. KAI can explain the services your practice has approved and help route a new enquiry, while keeping tax advice, deadlines and professional decisions with the practice.
Understand the broad need
Ask about business type, whether support is one-off or ongoing, the main priority and the preferred starting period. Avoid requesting financial records in public chat.
Prepare a safe introduction
Summarise a non-sensitive service enquiry and guide the visitor to your agreed consultation or secure onboarding route.
What your team could receive
Useful context.
Not another vague message.
This example turns the conversation above into an opening brief. A commissioned handover needs an agreed destination, appropriate privacy wording and a successful delivery test.
Preset fictional choices only. This changes the example on your screen; no AI request, storage or delivery.
Enquiry brief preview
- Business
- Recently started limited company
- Interest
- Ongoing monthly bookkeeping support
- Practice to confirm
- Scope, secure onboarding, software and fees
- Timing preference
- Exploring options; no date agreed
No real contact details. Nothing has been sent.
Where KAI stops—and your team takes over.
No personalised tax, legal or financial advice, calculations, compliance assurance or invented filing dates. Do not ask visitors to share account numbers, tax references, identity documents or detailed financial records in a public concept chat.
Built around your facts
What we agree before setup.
Supply the practice's current service descriptions, approved eligibility boundaries, onboarding steps, secure document route and contact process. Named qualifications, regulatory memberships and guarantees must come from verified practice information, not generated marketing copy.
We tailor the approved information, brand, tone, questions and human next step. You review representative conversations and any delivery route before launch. Compatibility is checked against your actual website.
Measure the useful part
How to judge whether it helps.
Review whether prospective clients reach the right team with a clear service need and whether the assistant correctly hands advice questions to a professional. Do not count general questions as qualified appointments.
No invented time savings or guaranteed extra sales. Start with one clearly defined job, review real evidence, and improve the answers when your services or policies change.
A clear starting point
Tailored setup from £299.
The setup fee always applies. Optional GPT-powered text KAI is £19.99/month all-in, including agreed fair-use AI processing and ongoing behind-the-scenes KSJ work.
The first five paid live installations receive a permanent GPT monthly-fee waiver, subject to agreed fair use. Allocation and terms are confirmed in writing; no remaining-place count is implied.
The programmed-answer premium build is in preparation; current demos are GPT-powered. KAI Live voice, booking, CRM and other advanced integrations are scoped separately. Website hosting is separate. Your written proposal confirms the complete scope.
Before you decide
Questions for accountancy practices.
Will KAI give tax advice?
Not in this website-service enquiry role. It explains approved services and routes personal advice questions to the practice.
Can it collect client documents?
This demo does not. Any document collection needs a separately agreed secure process with appropriate access and retention controls.
Can it work with our practice software?
Compatibility must be assessed for the particular system. No CRM, accounts or client-portal connection is implied by the standard demonstration.