AI ASSISTANT FOR PROFESSIONAL SERVICES

Explain complex services without a wall of text.

Help prospects understand what you do, which service may fit and what information your team needs next — without replacing professional judgement.

No credit card needed. Test important questions privately before going live.

Prospect conversationGuidance only
“We need a new customer portal, but we are not sure whether to improve the current system or start again.”
GoalCustomer self-service
Existing platformAsk next
Likely serviceDiscovery workshop
SAFE NEXT STEPExplain the workshop, then collect the platform, users and timeline for a consultant.

01 Explain expertise clearly

02 Qualify the need

03 Protect professional judgement

FROM UNCERTAINTY TO A USEFUL NEXT STEP

Prospects often know the outcome, not the engagement they need.

Helper can translate a problem into the services, stages and information you have approved, so the visitor feels informed before a consultant joins.

  • Explain the shape of an engagementScope, stages, inputs, outputs and realistic next steps.
  • Ask what changes the routeCurrent situation, goals, timing, constraints and stakeholders.
  • Preserve a useful briefGive your team the problem and context already discussed.

KEEP THE BOUNDARY CLEAR

Useful guidance is not professional advice.

Define what Helper may explain and which decisions require your team. For regulated or high-stakes work, review the use case and wording separately before publication.

BUILT FOR EXPERTISE-LED BUSINESSES

Give detailed services a simpler first conversation.

Use the same approved-knowledge foundation across different service models and buyer journeys.

Digital agenciesConsultanciesIT service providersSoftware businessesTraining providersTechnical specialists
01

Explain options

Turn service pages, methodologies and FAQs into a conversation shaped around the prospect’s need.

02

Set expectations

Use approved process and scope information to explain what happens next without promising an outcome.

03

Surface stronger enquiries

Collect the information that helps a specialist decide whether and how to continue.

YOUR VOICE. YOUR LIMITS.

Shape the assistant around the way your firm works.

Choose the tone, approved sources, useful questions and situations where a person must take over.

01

Add expertise

Services, process, sector guidance and approved FAQs.

02

Set guidance

Tone, qualifying questions, topics and boundaries.

03

Test privately

Try real prospect questions and edge cases.

04

Publish deliberately

Launch only when the responses represent the firm well.

A FEW GOOD QUESTIONS

Let’s clear things up.

Still deciding? Start free and test the questions that matter to your business.

Can Helper give professional advice?

Position it to explain approved services, process and general guidance. Decisions requiring professional judgement should remain with a qualified person.

Can it help a prospect choose a service?

Yes, using the service descriptions and selection guidance you approve. It can also ask for missing context before suggesting a next step.

Can we control the tone?

Shape the greeting, language, level of detail and handoff guidance so the first conversation feels consistent with your firm.

Which businesses is this suitable for?

It is designed for expertise-led organisations such as agencies, consultancies, IT services and software providers. High-stakes or regulated uses need separate review.

YOUR CUSTOMERS ALREADY HAVE QUESTIONS

Make your expertise easier to understand.

Let prospects begin with the problem they need to solve. Helper can explain the relevant route and preserve a better brief for your team.

Test your questions free