AI agents for Professional Services: voice & WhatsApp automation in India
CAs, lawyers and consultants lose leads to slow follow-up. A Convo360 agent captures new client enquiries, explains your services, books consultations, and reminds clients about documents — so your pipeline never stalls.
The challenge for Professional Services
CAs, lawyers and consultants lose leads to slow follow-up, and chasing documents by hand delays every engagement.
How Convo360 helps Professional Services
- Capture new client enquiries and understand their need.
- Explain your services and typical process.
- Book consultations into your calendar.
- Remind clients to submit documents before the meeting.
How it works
Connect your channels and your own AI keys, build your agent from a ready-made template, and go live — usually the same day. Your agent then works 24/7 across voice and chat, in every major Indian language.
Best channels for Professional Services
Convo360 runs one AI brain across every channel. For Professional Services, these work best:
Example conversation
What Professional Services businesses can expect
What it costs a month
A typical set-up, worked out with the same rates as our cost calculator (rates as on 17 September 2026; ₹88 per US dollar plus 10% for bank charges). Convo360 is the first line; everything else is paid directly to Meta, the AI provider and the phone company, with no markup.
CA, law or consulting firm with client intake and reminders
| Convo360 Starter plan (incl. 18% GST) | ₹1,179 |
| 600 utility messages (updates, reminders) × ₹0.115 (Meta) | ₹69 |
| 1,000 chatbot replies — first 1,000 free, then ₹0.115 each (Meta) | ₹0 |
| AI for the replies (OpenAI GPT-4o mini) | ₹17 |
| Total a month (estimate) | ₹1,265 |
Which plan for Professional Services
Starter (₹999/month + GST) covers WhatsApp and website chat for one business and one login. Choose Pro (₹2,999/month + GST) for AI calls, Instagram, 3 bots or a team of up to 5, and Business (₹7,999/month + GST) for many branches or a large team.
Get started with a ready-made template
Convo360's Template Store has one-click agents built for Professional Services — clearly tagged for chat, voice, or both. Install one, add your business details, and go live the same day.
Launch your Professional Services AI agent today
Start free in minutes — no code, no credit card. Bring your own AI keys and pay no per-message markup.
Frequently asked questions
Can AI handle client intake for a CA or law firm?
Yes. Convo360 captures enquiries, explains your services, books consultations, and reminds clients about documents — over WhatsApp and calls.
Does it give professional advice?
No — it handles intake and scheduling; a qualified professional gives the actual advice in the consultation.
Can it reduce missed follow-ups?
Yes — every enquiry gets an instant, consistent response and a booked next step.
Do I need coding skills to set up Convo360 for Professional Services?
No. You start from a ready-made Professional Services template in the Template Store, add your business details, connect your channels and AI keys, and go live — usually the same day. No code required.