Answer first questions from your expertise, while the advice stays with you

You give the bot what you'd normally give new clients: guides as PDF or Word files, your service pages as URLs, checklists, your own texts. On top of that come question-and-answer pairs for anything that should always be answered the same way.

For every question, the bot searches these sources first and only then writes its answer. If the answer isn't there, it says so and refers to you rather than guessing. There's no absolute guarantee with AI, which is why you test in the Playground before going live.

Your content sits in its own separate database. It isn't shared with other customers and isn't used to train AI models.

Anything you'd answer on the phone without opening a file. Whether you cover a particular area. How a first consultation works with you and what it costs, if you publish that. Which documents to bring and when certain deadlines fall, as long as it's in your texts.

If an enquiry isn't a fit, for example because you don't handle family law, the bot says so honestly. That saves both sides a phone call.

The bot gives no binding legal, tax or medical advice. It won't judge whether a dismissal is valid, whether something is tax-deductible or whether a symptom is harmless. It says so openly and offers an appointment or a callback instead.

You decide the exact wording of that reply and store it as a question-and-answer pair. For medical practices in Germany, that includes pointing to 112 or the out-of-hours medical service on 116117. In the Playground you check beforehand how the bot handles exactly these borderline questions.

In tax advice, the same questions about deadlines and receipts come back every year. At Heppe Steinborn Henczka, the bot answers them, and new clients receive the right document checklist through a flow. The result is 56% fewer phone queries during tax season.