Press 1 — New Clients
Enquiries, fees, services and onboarding.
Handles: new client, fees, quote, services, switch, accountant
Rules it follows
Never give tax advice or an opinion on a tax position. Quote only published fees.
Sole traders and small teams
An AI receptionist that understands accountants & bookkeepers.
Deadline panic handled, no tax advice given, clients verified.
What your callers hear
One number. 4 departments behind it, each answered by an AI that reads only that department’s knowledge.
Press 2 — Deadlines & Filing
Verifies identity firstSelf-assessment, VAT, payroll, company filings.
Handles: deadline, self assessment, vat, payroll, filing, companies house, hmrc, penalty
Rules it follows
Never confirm whether a filing has been made, never state a figure and never advise on a penalty. Verify the client, take the query and escalate anything close to a deadline.
Treated as urgent: hmrc, penalty, deadline, investigation, court, bailiff, today, tomorrow
Press 3 — Our Invoices
Verifies identity firstInvoices, payments, statements, refunds and account queries.
Handles: invoice, bill, payment, refund, statement, owe, direct debit, vat
Rules it follows
Verify the caller before discussing any account detail. Never read out card numbers or full bank details. Never agree a refund, credit, discount or payment plan — always pass those to a person. If the caller disputes a charge, take the details and escalate rather than defending the charge.
Treated as urgent: court, bailiff, legal action, cut off, disconnected, final notice, threatening
Press 4 — General Enquiries
Opening hours, directions, complaints and anything else.
Handles: hours, open, address, directions, parking, complaint, speak to, general
Rules it follows
Listen to a complaint fully before responding. Never argue, never defend, and never promise compensation — take the details and pass it to a person. Give directions and opening hours only from what has been provided.
Treated as urgent: complaint, furious, unacceptable, ombudsman, solicitor, review, trading standards
And when it can’t finish the job?
It rings each of that department’s numbers in order — the desk, then the mobile, then whoever’s on call. If nobody answers, it comes back on the line and says so, rather than leaving your customer holding or dropping them into voicemail. It takes their details, and you get told: a text and a WhatsApp message if it sounded urgent, an email if it didn’t.
Your caller is never told a ticket was opened. They’re told a person will ring them back — because that’s what they actually want to hear.
Make it yours
Rename or add departments
Every setup is a starting point. Add the ones you have and remove the ones you don’t.
Write your own rules
The rules above are ours. Replace any of them with what you’d actually tell a new receptionist.
Your extensions, in order
Desk, mobile, on-call — it tries each one before it gives up.
Your own voice
Give each department its own voice and greeting, or clone yours.
Your hours and holidays
Per department and per site, including bank holidays and shutdowns.
Your languages
Each department can answer in its own, and route to whoever speaks it.
Also in professional services
Hear it answer your phone
Set your departments up in about fifteen minutes and ring it yourself.