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.
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.
Hear how it sounds
An example conversation between a customer and your AI front desk, handling a typical professional services inquiry from first message to structured outcome.
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.
Verified handoff
Transfers calls to the right person or department when needed.
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.
Qualified callbacks
Every callback starts with a summary, contact details and urgency.
Consultation scheduling
Book with the right professional without manual coordination.
Department routing
Send tax, HR, finance or advisory enquiries to verified targets.
Intake-heavy services
Use forms when the first conversation needs structured data.
Revenue recovery calculator
See exactly what unanswered calls cost your professional services
Fill in your sector and get the full breakdown — lost revenue and recovery cost — in 2 minutes.
Frequently 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. The assistant can look up appointments using the phone number provided by the customer, confirm which one to change or cancel, and run the matching workflow.
What happens when a conversation needs a person?
Kelvia can transfer calls to verified staff or departments, and chat conversations can be escalated to a human.
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.