AI ASSISTANTS · SUPPORT AI

Answer the questions you're asked a hundred times — instantly.

Support AI is your client-help desk: it answers common questions and deflects FAQs around the clock, and routes anything sensitive or account-specific straight to a human.

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

Support AI answers general, non-sensitive questions only. Anything account-specific or sensitive is routed to a human, and existing-client comms stay human unless you opt in.

SUPPORT ROUTING LIVE SYSTEM

AI ROLERESOLVED

01QUESTION

02ANSWER

03CONTEXT

04HUMAN

SOURCECRM recordSTATUSConnected

THE TIME LEAK

The same questions, over and over, eating hours you don't have.

There's a leak that doesn't cost you clients — it costs you hours. A steady drip of routine questions pulls you and your staff out of focused work all day: where to upload documents, what's needed for an appointment, what your hours are, how the process works. Individually trivial; collectively, a real drain — worst during the season crush, when every interruption compounds. And when nobody's free to answer after hours, the question waits, and so does the client.

Support AI absorbs the routine load so your team's time goes to work only they can do.

HOW IT WORKS

Answers the routine. Routes the rest. Never guesses.

Support AI is trained on a knowledge base you approve — your services, process, document requirements, hours, policies, and the answers to your most common questions. On your website chat and text, it answers those instantly, 24/7. The moment a question moves past the routine — anything account-specific, sensitive, or requiring professional judgment — it stops, hands the conversation to a human with the full context already captured, and never guesses at an answer it shouldn't give. Every interaction is logged to your CRM, and the knowledge base gets sharper over time.

Demo callout:

Ask it a common question. [Interactive demo — ask a routine FAQ and watch it answer, then ask a sensitive one and watch it route to a human.] → See it work →

INBOUND SIGNAL

01Understand contextCRM READ

02Take the approved actionWORKFLOW

03Log the outcomeCRM WRITE

04Escalate when judgment is neededHUMAN

WHAT POWERS IT

Conversation AI on an approved knowledge base.

Support AI runs on Conversation AI across web chat and SMS, working from a knowledge base you approve, with routing and escalation workflows that hand anything sensitive to a human. It answers only what's in scope; everything else escalates with context. Deployed into your own CRM sub-account, tuned by a real PGT team, and monitored from the mobile app — where a handed-off question lands with your team in real time.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS

WHAT IT DOES, CONCRETELY

What SUPPORT AI does, concretely.

Answers common, non-sensitive questions 24/7

Works on your website chat and inbound text

Draws only from a knowledge base you approve

Explains your process, document needs, hours, and policies

Deflects routine FAQs so your team isn't interrupted

Routes anything sensitive or account-specific to a human

Hands off with full conversation context captured

Never guesses at answers outside its scope

Logs every interaction to your CRM

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

Support AI clears the routine. These do the rest.

HANDOFF 01

Reception AI — handles new-prospect intake and booking, while Support AI handles the routine questions. Meet Reception AI →

HANDOFF 02

Bookings AI — when a routine question turns into a booking, Support AI hands off cleanly. Meet Bookings AI →

HANDOFF 03

Review AI — a fast, helpful answer is a good moment to earn a five-star. Meet Review AI →

QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

What can an AI support assistant safely handle for a financial practice?

Support AI answers general, non-sensitive questions — your process, document requirements, hours, and policies — around the clock. It never handles account-specific or sensitive matters; those are routed to a human with full context. It absorbs routine volume while your team keeps everything that needs judgment.

Will it talk to my clients about their accounts or taxes?

No. Support AI answers only general, non-sensitive questions from an approved knowledge base. Anything account-specific, sensitive, or requiring professional judgment is escalated to a human immediately, and existing-client communication stays human unless your firm opts in.

What if it doesn't know the answer?

It doesn't guess. When a question falls outside its approved knowledge base, Support AI hands the conversation to a human with the full context already captured — so the client gets a correct answer from your team, not a made-up one from a bot.

How is this different from Reception AI?

Reception AI focuses on new-prospect intake — answering calls, qualifying, and booking consultations. Support AI focuses on answering routine questions and deflecting FAQs. They can run together on one CRM, each covering a different kind of conversation.

Does it reduce the load on my staff?

Yes. By handling the repetitive, routine questions that arrive all day, Support AI frees your team from constant interruptions so their time goes to work that actually needs their expertise — especially during the season crush.

See all questions →

START WITH ONE USEFUL ROLE

Give your team their focus back.

Book a 20-minute strategy call and we'll map how Support AI would absorb the routine questions and route the sensitive ones to your team — 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.