Instant Answers for Anxious Clients
The constant stream of "how is my tax return looking?" or "has the contract been drafted?" messages kills productivity and eats into billable hours. Susan integrates directly with your practice management software, like Xero Practice Manager, to instantly reply to clients with their exact job status.
Sound familiar?
Constant interruptions
Every time a client asks for an update, it breaks your concentration and costs you valuable time in lost focus.
Unbillable admin time
You can't easily bill clients for the time it takes to open XPM, check their status, and write a reply.
Anxious clients
When you take too long to reply to a simple status request, clients get nervous. Instant replies keep them confident in your service.
Answered, captured, booked, while you work
- ✓ Instant answers to "is my tax return filed yet?" via WhatsApp
- ✓ Direct queries to Xero Practice Manager (XPM) for real-time statuses
- ✓ 24/7 availability for immediate client reassurance
- ✓ Saves hours of unbillable communication time every week
Practical reads for your practice
WhatsApp auto-replies vs an AI front desk: what's actually different?
Away-messages and chatbots answer fast but say nothing. Here's the real difference between an auto-reply, a menu bot, and an AI that runs your front desk.
AI receptionist vs answering service vs hiring: an honest comparison
What each option does well, where each one fails, and a short checklist to choose the right way to stop missing enquiries at your size and budget.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.