# AI Front Desk for Professional Services

Source: https://insertchat.com/industries/professional-services

> Explain your services, collect a useful project brief, and help arrange an introductory conversation. Your specialists keep control of the advice and commitments.

## Turn a client inquiry into a useful project brief

Example workflow: Email inquiry. Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions. This is not a customer testimonial or measured result.

A prospective client sends an inquiry while your team is with clients.

> We need help setting up monthly bookkeeping for our small team. What do you need to get started?

## Explain your process

Use your service descriptions, onboarding checklist, and published FAQs to answer the practical questions.

## Collect a useful brief

Capture the business, the help they need, and their preferred contact details in the conversation.

## Prepare the next step

Help arrange an introductory call or prepare a follow-up for review, using the tools and permissions you choose.

## Your team sets the boundaries

Your team reviews bespoke quotes, professional advice, and commitments before they go to a client.

## What information can the assistant collect before a consultation?

Configure the assistant to ask about the client’s business, the service they need, their preferred contact details, and the questions your team needs for an introductory call. Keep those details with the conversation so the specialist can prepare.

## Can my team review advice, quotes, and commitments?

Yes. Set handoff boundaries for advice or commitments that require a specialist, and configure approval for supported tool actions. The assistant can explain your published services and collect a brief while your team reviews the next step.

## Related features

- [Email & messaging](https://insertchat.com/product/email)
- [Contacts](https://insertchat.com/product/crm)
- [Actions & approvals](https://insertchat.com/product/automations)