AI ASSISTANTS · REVIEW AI

Turn every satisfied client into a 5-star signal.

Review AI is your reputation manager: it requests reviews at the right moment, routes happy clients to Google and Facebook, drafts on-brand replies for your approval, and monitors your rating across platforms.

Book a Free Strategy Call →Meet the full AI team →

Review AI requests reviews and drafts replies for a human to approve. Anything sensitive is routed to you, and existing-client comms stay human unless you opt in.

REPUTATION LOOP LIVE SYSTEM

AI ROLE★★★★★

01ASK

02ROUTE

03REPLY

04COMPOUND

SOURCECRM recordSTATUSConnected

THE REPUTATION LEAK

Prospects compare you on Google before they ever meet you.

This is Leak 03 — the Reputation Leak. When a prospect is choosing between you and another firm, they check reviews first. A handful of old, thin ratings makes an excellent practice look average next to a competitor with a steady stream of recent five-stars. You've earned the goodwill — your clients are happy — but nobody's asking them to say so at the right moment, and negative or unanswered reviews sit there unaddressed.

Review AI closes the leak by making review collection and response a system instead of an afterthought.

HOW IT WORKS

Ask at the right moment. Reply every time. Watch the rating.

Review AI triggers a review request at the moment a client is most satisfied — after a completed engagement, a successful filing, a resolved issue — and follows up gently if they don't respond. It routes willing clients straight to Google or Facebook, so the ask turns into a public five-star. When any review lands, it drafts an on-brand reply — gracious for the good ones, calm and professional for the critical ones — and holds it for your approval before anything posts. It monitors your rating across platforms and flags anything that needs your eyes.

Demo callout:

See a review request and reply in action. [Interactive demo — trigger a sample request, then watch an AI-drafted reply queued for approval.] → See it work →

INBOUND SIGNAL

01Understand contextCRM READ

02Take the approved actionWORKFLOW

03Log the outcomeCRM WRITE

04Escalate when judgment is neededHUMAN

WHAT POWERS IT

Reputation management, wired into your workflow.

Review AI runs on automated review-request workflows, AI-drafted review replies, Google Business Profile sync, and live rating monitoring across platforms. Requests fire on the triggers you choose; replies are drafted for a human to approve; everything ties back to the client record in your CRM. Deployed into your own sub-account, tuned by a real PGT team, and visible from the mobile app so you can approve a reply between meetings.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS

WHAT IT DOES, CONCRETELY

What REVIEW AI does, concretely.

Requests reviews at the moment a client is most satisfied

Follows up gently with clients who don't respond

Routes willing clients to Google and Facebook

Drafts on-brand replies to every review for your approval

Handles positive and negative reviews with the right tone

Monitors your rating across platforms

Flags anything sensitive or negative for your immediate attention

Keeps Google Business Profile review activity in sync

Logs every request and response to the client record

HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.

HUMAN OWNSSensitive, professional, account-specific, and exception decisions.

BETTER TOGETHER

Review AI grows the reputation. These feed it and use it.

HANDOFF 01

Bookings AI — every completed consultation and engagement becomes a natural moment for Review AI to ask. Meet Bookings AI →

HANDOFF 02

Reception AI — the reviews Review AI collects win the Google comparison that gets the next call answered. Meet Reception AI →

HANDOFF 03

Reactivation AI — re-engaged past clients are prime candidates for a fresh five-star. Meet Reactivation AI →

QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

How does Review AI get more Google reviews?

It asks each client for a review at the moment they're most satisfied — after a completed engagement or filing — follows up if they don't respond, and routes willing clients straight to your Google profile. Consistent, well-timed asks are what turn happy clients into public five-star reviews.

Will AI post replies to my reviews automatically?

No. Review AI drafts an on-brand reply to every review, but it holds each one for your approval before anything posts. You keep the final say on every public word — especially on negative reviews, which route to you first.

Is this compliant for a financial or accounting practice?

Review AI requests genuine reviews from real clients and never fabricates them. It routes negative or sensitive feedback to you privately, drafts responses for human approval, and keeps everything logged — so your reputation grows through real client voices, within your professional standards.

What happens when we get a bad review?

It's flagged to you immediately and never answered automatically. Review AI drafts a calm, professional response for your approval and surfaces the underlying issue so you can address it directly. You control the reply and the resolution.

Does it ask my clients about their finances?

No. Review AI only requests feedback about their experience with your firm and drafts replies about that experience. Anything sensitive routes to a human, and it never discusses account details or financial matters.

See all questions →

START WITH ONE USEFUL ROLE

Make your reputation as strong as your work.

Book a 20-minute strategy call and we'll map how Review AI would grow your reviews and guard your rating — whether or not we work together.

Book a Free Strategy Call →Test Reception AI

No pressure. No obligation. A plan you can use either way.