# 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.

- Page: https://www.brandbakery.tech/demos/at-work/ca-office-itr-appointment
- Last updated: 2026-10-22

Breadcrumb: [Home](https://www.brandbakery.tech/) > [Demos](https://www.brandbakery.tech/demos) > [At work](https://www.brandbakery.tech/demos/at-work) > Receptionist

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.

- **Role:** AI receptionist
- **Channel:** WhatsApp
- **Language:** Hinglish
- **The number it moves:** Appointments that arrive with complete documents

## 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.

## The replay

- [11:05 am] **Client:** 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.)
- [11:08 am] **Client:** 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.)
- [11:10 am] **Client:** Saturday 11.
- [11:10] Appointment Sat 11:00 with article assistant Mr Tiwari. Checklist sent. Document folder created. (handed to a person)

## What the business has

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

## The rules

- 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.

## Start

See it do your own job: https://www.brandbakery.tech/contact. More replays: https://www.brandbakery.tech/demos/at-work.

---

Brand Bakery is a design-first digital studio in New Delhi. Start an enquiry at https://www.brandbakery.tech/contact or email support@brandbakery.tech. This is the Markdown copy of https://www.brandbakery.tech/demos/at-work/ca-office-itr-appointment; the site index for language models is https://www.brandbakery.tech/llms.txt.