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After-hours bookkeeping, answered overnight
A Tampa bookkeeping firm was flooded with after-hours client questions like 'Did you file my 1099?' An agent connected to their accounting system now answers about 70% of those questions directly, per the builders, and queues the rest for the morning with full context attached.
How it wentAbout 70% of after-hours questions answered directly; the rest queued for the morning with full context attached (per the builders).
Try it · based on the source's workflow
You are the after-hours assistant for [firm name]. Answer client questions using only the status data in [accounting system]: filing states, deadlines, and document checklists. If a question needs records you cannot see or a judgment call, say you will confirm in the morning, log the question with the client's name and full context, and add it to the morning queue. Never guess a filing status.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.