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Home & Professional Services · Enquiries

Accounting & Tax Service Enquiry

Identify the service and period a client wants to discuss before an accountant responds.

For home & professional services teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Identify the service and period a client wants to discuss before an accountant responds.
  • Clarify service type before the team follows up.
  • Organise reporting period, business type into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about accounting & tax service enquiry.
Is your enquiry about bookkeeping, filing or another service?
I’m enquiring about service type. Could your team help me understand the options and process?
Which reporting period does it concern? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify enquiries intent and explain the scope.

  2. 02

    Relevant questions

    Is your enquiry about bookkeeping, filing or another service?

  3. 03

    Captured details

    Service type · Reporting period · Business type

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Service type
  • Reporting period
  • Business type

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Service coverage and working hours
  • Survey or consultation process
  • Approved scope, exclusions and cancellation terms
  • Approved answers to “Is your enquiry about bookkeeping, filing or another service?” and “Which reporting period does it concern?”
  • A named team responsible for accounting & tax service enquiry enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Tax positions and filing advice require a qualified review; do not collect tax IDs or bank data here.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Compliance advice, deadlines or sensitive financial records.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your enquiries process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and compliance advice, deadlines or sensitive financial records.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about accounting & tax service enquiry

What does the team need from the first conversation?

Start with service type and reporting period. Collect the other suggested details only if they help the next action. Which reporting period does it concern?

Can it complete this request automatically?

Tax positions and filing advice require a qualified review; do not collect tax IDs or bank data here. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Compliance advice, deadlines or sensitive financial records. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your home & professional services process. Is your enquiry about bookkeeping, filing or another service? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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