TTT · AI WhatsApp Tax Agent
How an AI assistant collects a client's tax documents, returns forms to complete, answers general questions and tax queries, and is grounded in TTT's own knowledge base and live client records.
The problem
When inbound never stops, every reply costs a person's time
Every client-facing business runs the same loop: repetitive questions, after-hours messages, and a handful of conversations that genuinely need a human. Doing that well at scale either burns the team out or quietly loses leads. The status quo is to throw more headcount at it - or to accept the leak.
What we built
An AI assistant that lives where customers already are
A purpose-built assistant inside WhatsApp that handles the bulk of inbound traffic on its own, captures qualified opportunities with full attribution, and hands off cleanly when a person is the right answer. It runs 24/7, scales with volume instead of headcount, and leaves a complete audit trail behind every conversation.
Solution in action
Real conversations, in real time
A few real WhatsApp threads, lightly trimmed and with names anonymised. Use the arrows or dots to cycle through.
Results
What 10 days in production looked like
In the client's words
A game-changer for TTT clients
Tina has been a game-changer for our clients at TTT Financial Group. We built her to solve a real problem - clients who had small but important questions were hesitant to reach out. Since launching Tina as our WhatsApp assistant, our clients can get instant answers around the clock, no appointment needed. The technology has allowed our team to focus on the high-value, human work - strategy, growth, and financial planning - while Tina handles the everyday queries. The response has been overwhelmingly positive, and we're proud to offer this kind of accessible, always-on support to every TTT client.
Implementation
From scoped to live
Discovery
Scoped the conversation surface and capability boundary.
Build
Trained the assistant on the practice's knowledge, wired in WhatsApp + escalation paths.
Pilot
Soft launch on a real customer base, with humans on standby.
Live
Full production traffic, including a campaign surge handled on day one.
Client: TTT Financial Group
Want one of these answering your inbox?
If your team spends hours every week on repetitive replies, this is solvable. Let's scope what your version looks like.