Professional Services & Consultants Solution

Turn Service Enquiries into Consultations with WhatsApp & AI

Answer service enquiries, qualify prospective clients, collect callback requests and book consultations, all from one platform.

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Service enquiries and consultation booking on WhatsApp for consultants and professional services

Built for consultants, advisors and professional firms

Trusted by 2000+ businesses

3 Square Marketing
Accurate Ampere
Achivia
Beyond Seen
Bharat Marble Company
DigiVeritaz
Divine Talk
ELT Corporate
Inflyix
Kamkus College of Law
Keddy Edtech
Laxsho
IHM Rohtak
Mythri Tours and Travels
Nubra
Prochem
Reverse Thought Studio
Simple Energy
The Cure Cabin
3 Square Marketing
Accurate Ampere
Achivia
Beyond Seen
Bharat Marble Company
DigiVeritaz
Divine Talk
ELT Corporate
Inflyix
Kamkus College of Law
Keddy Edtech
Laxsho
IHM Rohtak
Mythri Tours and Travels
Nubra
Prochem
Reverse Thought Studio
Simple Energy
The Cure Cabin

Main Features

One platform to handle service enquiries, qualify clients and schedule consultations.

Service Enquiry Handling

Let AI answer common questions about your services, process and availability, so you can focus on client work.

Answers based on your approved content

Client Qualification

Ask prospects about their requirement and timeline in chat, so you speak only to the right clients.

Configured qualification questions

Callback Requests

Collect callback requests with the contact details and a preferred time, and pass them to your team.

Requests captured in one place

Consultation Booking

Let prospects request a consultation slot in chat, with confirmations and reminders sent on WhatsApp.

Confirmation and reminder messages

WhatsApp Use Cases for Professional Services

Key workflows to move service enquiries from first message to consultation.

#1

Turn Service Ads into WhatsApp Conversations

Send people from Facebook and Instagram ads straight into a WhatsApp chat with your firm. Capture their name and number, and let AI start the conversation.

  • ✓Enquiry details synced to your CRM
  • ✓Instant first reply, even after hours
Start with Click to WhatsApp Ads
Ad

Instagram Service Ad

Click to WhatsApp

"Hi! I saw your ad. Can you help with my requirement?"
✓ Enquiry Captured
#2

Qualify Prospective Clients Before the Call

AI asks about the prospect's requirement and timeline, and passes qualified clients to you with the details already captured.

  • ✓Requirement and timeline captured
  • ✓Smooth AI-to-human handoff
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9:41
●●●

Your Firm

Online

Hello! Please tell us what you need help with, and when would you like a call back?

10:15

Callback Request

Sample request

Confirm Request →
Type a message
#3

Book Consultations Without the Back-and-Forth

Let prospects pick a time in chat. Confirmations and reminders go out automatically.

  • ✓Consultation requests captured in chat
  • ✓Automatic confirmation and reminder
Explore Consultation Booking
✓

Consultation Confirmed

Tuesday, 12:00 PM

Topic:Initial Consultation
Status:Confirmed
#4

Keep Every Client Conversation in One Inbox

See every enquiry and its status in one place. AI handles the repeat questions and your team takes over the rest.

  • ✓Enquiry status at a glance
  • ✓Assign chats to the right team member
Set Up Your Inbox

Client Inbox

3 active chats

WhatsApp · Rajesh

2m

Can someone call me back today?

Callback requested

Instagram · Anjali

6m

What services do you provide?

AI shared service list

Website · Kunal

12m

I would like to book a consultation.

Assigned to Consultant

Turn More Enquiries into Consultations

Handle enquiries, qualify clients and book consultations from one platform.

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  • No credit card needed
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