Let an AI agent help customers find a location and book an appointment
A tax-preparation franchise network uses AI agents on its websites to help filers learn about products, find an office and schedule an appointment, while AI summaries help human agents review tickets faster during the busy season.
Reported results
The source reports customer satisfaction rising from 44% to 97% after consolidating tools and deploying AI agents.
Put locations, hours and services into a structured list.
Let the AI agent answer 'where/when' and link to booking.
Use AI ticket summaries for your human team.
Measure CSAT before and after the season.
⚠️ Watch out
Don't let the bot answer individual tax questions.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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