AI Assist on calls for Consulting Firms. Rate rules and partner coverage whispered during the call.
AI Assist on calls shows your coordinator suggested answers from the firm's knowledge while a prospect or client is on the line: which partner covers the sector, what the rate card allows, which case study is published. The AI never speaks to the caller; your person stays the voice and decides what to say.
TRY AI ASSIST FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“On calls, remind the coordinator never to confirm a client name that is not published.”
Lisa“Done: during calls, the coordinator's screen now flags any client name that is not in published material. Should the rate rules show too?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A prospect asks the coordinator whether you work in healthcare; the screen shows the two published healthcare cases and the covering partner.
A caller pushes for a day rate; the suggestion shows the published rate rule and the line to offer a proposal instead.
A new BD associate takes a procurement call and sees the firm's standard answer on insurance certificates appear on screen.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live suggestions from your knowledge during a call, on your operator's screen
- Never speaks to the customer, your person stays the voice
Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Assist on calls does, for every business ›
Works withAI Call DeskAI PhoneAI TicketsAI QuotingAI Booking
Questions & answers
AI Assist on calls for Consulting Firms: questions & answers
Can AI help our coordinator answer calls in real time?
Yes. AI Assist on calls shows suggested answers from your approved knowledge on the coordinator's screen while the call runs. It never speaks to the caller, so your person stays in charge of the conversation.
Does live call assistance need a separate phone setup?
No. It runs on AI Call Desk, the phone in the browser your team already uses for the firm's number. Suggestions appear beside the live transcript.
Will it suggest advice to give the client?
No. Suggestions come from the firm's approved information, such as services, coverage, rate rules and published material. Questions that need advice are flagged as a discovery call with a partner.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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