Give clients useful answers when your team is offline.
AI Client Assist answers approved questions, gathers information, explains next steps and helps clients keep moving through onboarding, day or night.
Tuesday, 9:18 p.m.
Hi, what documents do you still need from me?
You've sent your pay stubs and bank statements. We still need your most recent notice of assessment from the CRA.
I can't find it.
You can download it from your CRA My Account under Tax returns. Would you like a reminder tomorrow, or to book a call with your adviser?
Remind me tomorrowBook a call
What AI Client Assist can handle.
Routine questions get an immediate, accurate answer. Anything outside the boundaries you set goes to a person.
- Approved FAQ and knowledge responses
- Guidance on outstanding onboarding steps
- Explanations of document requests
- Additional information gathering
- Appointment booking help
- Permitted case status updates
- Workflow actions within defined limits
- Human escalation when required
Controlled AI, configured around your business.
You decide what the assistant knows, which actions it can take and exactly when a human must take over.
Client-facing help
Cut routine inbound calls and let clients make progress after hours.
Internal help
Help authorized staff find and summarize client information quickly.
Governance
Control knowledge, actions and escalation by workflow and role.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.