Palby AI Agent

AI agent for professional services

Stop typing the same intake questions for every new enquiry.

An AI agent answers your firm's WhatsApp from your fee list and FAQs, asks your intake questions and books the first meeting. It never gives tax or legal advice.

Book a walkthrough

30 minutes. You choose the day and the time.

  • Your own number
  • Quiet from 11pm, unless you change it
  • No tax or legal advice
A corporate secretarial firm's number

  1. Hi, how much to incorporate a company and do the corp sec for the first year?

    Wei Jie, 9:12pm

  2. Hi Wei Jie! Incorporation is $350, and our first-year corporate secretary package is $600. Is it a new company?

    The agent, 9:12pmAnswered from your fee list

  3. Yes, new. Do I need to register for GST?

    Wei Jie, 9:14pm

  4. That depends on your numbers, so it's one to go through with you in a call. Would Thursday 10am or 3pm suit?

    The agent, 9:15pmNo tax advice: kept for the call

  5. 3pm. weijie@example.com

    Wei Jie, 9:16pm

  6. Booked for Thursday 3pm. The invite is on its way to your email.

    The agent, 9:16pmBooked: Thu 3pm, card filled in

After office hours

Most enquiries don't wait for a reply. They message the next firm.

Someone asks your fee for an incorporation. By the time you see it, they've booked with the firm that answered. The agent answers that message from your fee list, asks what you'd ask, and puts the first meeting in your calendar.

Fees and deadlines
01Answer the fee and deadline questions you type every week.
Intake
02Ask your intake questions before the first meeting.
Advice
03Keep the advice for the meeting.

01Fees and deadlines

Answer the fee and deadline questions you type every week.

Upload your fee list and FAQs as a PDF, text or CSV file, and add your website. The agent answers from them in your firm's words, and re-reads your site on a schedule. Price answers start off on a new agent. Once you switch its house rules to Business, it answers anyone who messages and quotes only the fees you've written down.

  • Never estimates, rounds or discounts a fee
  • Reads the PDFs and photos people send
  • Voice notes turned into text

02Intake

Ask your intake questions before the first meeting.

Write down what you'd ask a new enquiry: a new company or an existing one, how many directors, the deadline they're facing. The agent asks in the chat and fills in the contact card from the answers.

  • Details, tags and stage on the contact card
  • A note for whoever takes the meeting
  • Moves the lead to Booked when they pick a slot

03Advice

Keep the advice for the meeting.

Its house rules say it never gives tax, legal or financial advice, and that rule can't be switched off. When someone asks what they should do, the agent books the meeting or hands the chat to you, with what they asked and why it stopped.

  • The hand-over reaches your WhatsApp or a Lark group
  • Complaints and mentions of a regulator go straight to a person
  • Type a reply yourself, and it steps back

And the rest

What it does for the firm, and what it won't

No adviceNever tax, legal or financial advice, on any setting.
No guessesWhen your notes don't answer it, a person does.
No card numbersIt never asks for bank details or passwords in the chat.
ChecklistsIt can tell people what to prepare, from your notes.
Quiet hoursNothing goes out from 11pm to 9am, unless you change it.
Team inboxPartners and staff answer from the same inbox.

Goes well with

Let the fee question get its answer.

Start with your fee list and the five questions you ask every new client.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you link your number

Questions firms ask first