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Act 01AI receptionist · WhatsApp · Hinglish

A CA office books an ITR appointment and sends the document list

A salaried client asks about filing returns. The AI receptionist books a slot with the right article assistant, sends the office’s document checklist and the fee from its list.

Demo business, not a client Agarwal & Associates, Chartered Accountants, Kanpur is an invented business. A scripted replay with demo data. The business is invented, nothing here is a real customer, and the AI says it is an AI in its first message.

The situation. In filing season the office phone rings all day with the same question: what do I need to bring? Partners lose hours to it.

Demo business, not a clientWhatsApp · Agarwal & Associates, Chartered Accountants, Kanpur
Finished
WhatsApp BusinessOfficial API
ClientClient: ITR file karwana hai, salary hai aur ek FD hai. Kya kya lana hoga?I want to file my ITR. I have a salary and one FD. What do I need to bring?11:05 am
AI employee: Namaste, main Agarwal & Associates ki AI receptionist hoon. Office ki checklist yeh hai: Form 16, AIS aur Form 26AS, FD ka interest certificate, PAN, Aadhaar aur bank details. Tax advice CA sahab hi denge.Hello, I am the AI receptionist at Agarwal & Associates. The office checklist: Form 16, AIS and Form 26AS, the FD interest certificate, PAN, Aadhaar and bank details. Tax advice comes only from the CA.11:05 am
ClientClient: Fees kitni hai? Aur kab aa sakta hoon?What is the fee? And when can I come?11:08 am
AI employee: Salary plus interest wale return ki fees office list ke hisaab se ₹1,500 hai. Kal 4 baje ya Saturday 11 baje slot khaali hai. Documents pehle WhatsApp kar denge toh kaam jaldi hoga. Demo data.Per the office list, a return with salary and interest is ₹1,500. Tomorrow 4 pm or Saturday 11 am is free. If you WhatsApp the documents first, it goes faster.11:08 am
ClientClient: Saturday 11.11:10 am
>_Activity logEvery action recorded

11:10Appointment Sat 11:00 with article assistant Mr Tiwari. Checklist sent. Document folder created.

Scripted replay. The business is invented, the numbers are demo data, and no real customer is shown.

Act 02When the replay ends

What the business has

The number it moves: Appointments that arrive with complete documents

  • The client arrives with every document.
  • Partners stop answering the checklist question by phone.
  • Tax questions still go to a CA.

Act 03The rules on this job

Inside the lines you draw

  • Says it is an AI in its first message.
  • No tax advice. It shares the office checklist and the fee list only.
  • Documents go only into the office’s own folder.
  • The business, the people and the numbers are invented. No real customer appears.
The AI receptionistAll replays

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