01
Request queue
Incoming requests classified so the team can act.
KelviaKelvia for Professional Services
AI intake for professional services
24/7
consultation capture
13
supported languages
Calendar
availability before booking
Forms
structured intake
The Problem
The advisory intake problem
- ✕Potential clients leave vague voicemails instead of usable context.
- ✕Consultation scheduling requires service, professional and availability checks.
- ✕Admin questions and sales enquiries arrive in the same channel.
- ✕Partners need qualified notes before they call back.
The Solution
How Kelvia structures demand
- Captures service area, urgency and contact details.
- Checks professional availability before booking consultations.
- Uses intake forms for deeper qualification when configured.
- Transfers high-value or sensitive enquiries to verified staff.
- Keeps every lead and booking visible in the dashboard.
Most wanted workflows
The workflows teams in professional services ask Kelvia to handle first
Kelvia starts with professional services vocabulary, services, FAQs and routing, then keeps every outcome visible in the dashboard.
Works in any vertical
5-minute startup
Start from professional services presets, add services or FAQs, and test the front desk before sending real traffic.
Works in any vertical
Answers questions
Handles common questions about services, hours, prices, policies and availability in the language of professional services.
Works in any vertical
Customer memory
Keeps customer context, consent and conversation history tenant-scoped so repeat customers do not start from zero.
Most wanted in Professional Services
Consultation booking
Books consultations by service, date, time and professional preference.
Most wanted in Professional Services
Service qualification
Matches the enquiry to configured service areas.
Most wanted in Professional Services
Structured intake
Collects company, case type, urgency or custom form fields when configured.
Product screens
Dashboard views for professional services
Product screenshots captured from demo tenants, cleaned of test banners and setup tips.
02
Unified inbox
Leads, bookings, messages and failures in the same workflow.
03
Analytics
Volume, outcomes and operating performance by channel.
04
Online reputation
Alerts and tasks for protecting reviews and feedback.
05
Customer memory
History, context and next actions for each customer.
06
Mobile inbox
The same operation on mobile without losing the first fold.
Workflow Conversation Preview
See how the conversation works
An example conversation between a customer and your AI front desk, handling a typical professional services inquiry from first message to structured outcome.
Professional Services — AI front desk
AI
Good morning, Atlas Advisors. What type of consultation are you looking for?
We need help with a company restructuring question.
AI
I can capture that as a business advisory enquiry. Would you like to book a consultation with one of our professionals?
Yes, next week if possible.
AI
I can check next week. I have Tuesday at 12:00 and Thursday at 16:00 available. Which works better?
Example based on configured Kelvia workflows
Built for professional services
Pre-configured capabilities designed specifically for professional services. Works out of the box, then you customize everything from the dashboard.
Consultation booking
Books consultations by service, date, time and professional preference.
Service qualification
Matches the enquiry to configured service areas.
Structured intake
Collects company, case type, urgency or custom form fields when configured.
Lead capture
Saves contacts with summary, intent and urgency for follow-up.
Department routing
Classifies admin, tax, HR, finance or advisory intent before handing off to the right verified target.
Voice and chat
Runs the same rules across phone, WhatsApp, Telegram and webchat.
Real-world use cases
Where Kelvia fits into day-to-day professional services operations.
01
Qualified callbacks
Every callback starts with a summary, contact details and urgency.
02
Consultation scheduling
Book with the right professional without manual coordination.
03
Department routing
Send tax, HR, finance or advisory enquiries to the right AI profile, department or verified person.
04
Intake-heavy services
Use forms when the first conversation needs structured data.
Missed-call ROI
What unanswered calls can cost a professional services.
This uses the same default sector assumptions as the full pricing calculator. Adjust calls, unanswered rate, value, and recovery on the pricing page.
180
missed calls/month
€8,100
monthly opportunity
Default assumption: 30% of calls currently go unanswered.
Run the full calculatorFrequently asked questions
Common questions about using Kelvia for professional services.
Can Kelvia book consultations directly?
Yes. Kelvia checks availability, collects name, phone, service, date and time, and only confirms once the booking workflow returns a created appointment.
Can customers change or cancel existing appointments?
Yes. After verifying the customer, the assistant lists only that customer's appointments, confirms which one to change or cancel, and runs the matching workflow after explicit confirmation.
What happens when a conversation needs a person?
Kelvia classifies intent and routes to sales, support, admin, urgent help, or a named person; real transfers only go to verified staff or departments.
Does it send confirmations and reminders?
Yes, when outbound messaging and customer consent are configured for SMS, WhatsApp or email.
Ready to transform your professional services?
Start with an assistant configured for professional services, then adapt the workflows, prompts, tools and handoff rules from your dashboard.
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