FAQ answering from your website for accounting firms
Hours, pricing, policies, directions: the AI answers from a knowledge base built off your website and documents, and re-syncs itself when your site changes. Frontdesk runs it for clients.
Trigger
Any caller, texter, or chat visitor asks a question.
Built from
Why teams set this up
The same nine questions consume the front desk every day. The answers are already written down, on a website callers did not read.
The repetitive nine-tenths of calls handled
One knowledge base across phone, text, and chat
Gaps in your answers made visible
How the automation runs
You update class prices on the website Tuesday. The knowledge base re-syncs on its schedule, and Wednesday’s callers hear the new prices without anyone briefing the AI. The questions it could not answer last month are a list you can read, and three of them are now pages on your site.
- 1Knowledge base
Frontdesk crawls your site and documents and keeps itself synced
- 2AI receptionist
Calls get answers in conversation, in your terminology
- 3Web chat
The same brain answers on your website
- 4Conditional branch
Questions outside the knowledge base route to a human
- 5Smart ticket
Unanswered questions log so you can fill the gaps
How accounting firms teams run it
Deadlines, document requirements, and fee questions answered from the firm site.
Synced with your systems
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Onboarding journeys that include this workflow
This workflow is one step inside larger onboarding journeys that run the full customer lifecycle.
Customer onboarding
Give each customer a clear, responsive onboarding journey across channels and internal teams.
See the journey →Welcome flow automation
Deliver the right welcome, expectations, resources, and human handoff at the right time.
See the journey →Account setup automation
Detect missing setup steps and provide contextual help before customers stall.
See the journey →Common questions
How does the faq answering from your website workflow start?
Any caller, texter, or chat visitor asks a question.
Which channels does this use?
This workflow runs over inbound voice, web chat. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Which systems does this work with for accounting firms businesses?
Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →This workflow also runs for any industry.
See the all-industry version →More from front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Call triage and transfer
Every call gets answered, understood, and routed: handled by the AI, transferred with context, or ticketed for later. Your team only hears the calls that need them.
Bilingual call answering
The AI greets in English, continues in Spanish when the caller prefers it, and serves both with the same knowledge and booking calendar.
Known-caller recognition
Repeat callers skip the interrogation. The AI loads their history before the first hello and picks up where the last conversation ended.