AI Tickets for Consulting Firms. Client request tracking for consulting firms, with a promise
AI Tickets gives you client request tracking for consulting firms: every client call, chat, e-mail and form becomes a ticket with the whole conversation and the client identified. The AI answers from your knowledge when it is sure enough; otherwise the ticket waits for the right consultant, and the client is told when to expect the reply.
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7 days free · per company, never per seat · nothing to install
Held for a person
The ticket opens with the person identified, the conversation, what the AI found and what is missing, and the answer box beside it.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Client requests are answered within one working day, and a person always sends.”
Lisa“The client service department will promise an answer within one working day, with the AI proposing and a person sending. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Consulting Firms use it
A client's finance team asks for a copy of last month's invoice; the AI answers from your knowledge and the ticket closes once it is sent.
A sponsor calls about a delayed deliverable; engagement request tracking opens the ticket with the call's transcript for the engagement lead.
Two e-mails from the same client about one workshop become one ticket, with both conversations kept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Opened from a phone call, a chat, an e-mail or a web form, with the whole conversation and the customer identified
- Nights and weekends: the customer gets a number and a promise, your team gets the ticket in the morning
- The AI answers from your knowledge when it is sure enough; otherwise it proposes the answer and a person sends it
- Pending, manual review, responded and closed; priority, who holds it, Merge and internal notes for your team
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Tickets does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI Returns & Warranty
The client desk
A client service desk for consultants, request by request
Identified before it is read
The contact, the organization, the reference and earlier tickets are on the ticket before a consultant reads a word.
Answered or held
In client support ticketing for consultancies, the AI answers by e-mail or in the chat when sure enough; unsure, the ticket waits for a person with what is missing named.
Taught by every answer
After a manual answer the page asks whether it was for this client only or for the knowledge, and the reviewed answer helps the next one.
Closed when quiet
A ticket the client has not answered in the days you set closes by itself, and a month's answers export as a CSV file.
Questions & answers
AI Tickets for Consulting Firms: questions & answers
Can a consulting firm track client requests from every channel?
Yes. In this help desk for consulting firms, calls, chats, e-mails and web forms open tickets in one list, each marked with its channel, the client identified and the whole conversation on it, so a request made on the phone is never lost in a partner's inbox.
Will the AI answer a client by itself?
Only on the departments where you allow it and only when it is sure enough by the score you set. Below that score the ticket waits in Manual review, and many firms keep a person sending every answer to a client.
How do clients know when to expect an answer?
Each department carries a reply-time promise, 4 working hours by default. The client is told at the open and in the confirmation e-mail, and a ticket past the promise is marked and its holder told.
Can a consultant leave a note the client never sees?
Yes. An internal note stays in the ticket's history for colleagues only, and the ticket can be handed to another consultant with one selector, with Normal, High or Urgent priority shown in the list.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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