Create an AI Voice Assistant to Call Clients for Audit Services: A Step-by-Step Guide

Optimize your client audit interest calls with our AI Voice Assistant. Experience seamless AI calling, call centre automation, and intelligent virtual assistant features for superior customer service automation.

Understanding the Problem with Traditional Client Calls in Accounting & Legal Services

The accounting and legal industries, although immensely important, face significant challenges in client communication. Especially, when it comes to calling clients to verify their interest in audit services, traditional methods often fall short. Here's why:

1. Time-Consuming

Manually calling clients takes up a considerable amount of time, which could otherwise be utilized for more value-adding activities. According to industry studies, human agents spend about 60% of their time on repetitive tasks like calls. In comparison, AI can handle these tasks 24/7 without breaks.

2. Costly

Maintaining a team solely dedicated to client calls can be expensive, involving salaries, training, and other overheads. On average, the cost of hiring and training a human agent can be around $50,000 per year. In contrast, implementing an AI system can cut these costs by up to 70% annually.

3. Human Error

Human agents are prone to errors such as miscommunication, forgetting to follow up, or missing appointments. Studies show that human error can affect 20% of client interactions, whereas AI systems report a near-zero error rate.

4. Inconsistent Client Experience

The quality of service can vary significantly between different human agents, leading to an inconsistent client experience. AI maintains a consistent quality of interaction, ensuring a 55% higher client satisfaction rate compared to human agents.

The Benefits of Using AI Voice Engines for Client Calls

1. Time-Saving

AI Voice Assistants work around the clock, enabling you to call clients even outside of business hours. This saves enormous time for your human agents, allowing them to focus on other critical tasks. AI can handle up to 500 calls per day compared to an average of 50 calls by a human agent.

2. Cost-Efficient

By automating your client calls, you can drastically reduce the costs associated with human agents. This includes salaries, benefits, and training costs. Businesses can save up to $200,000 annually by using AI for their client calls.

3. Minimized Human Error

AI Voice Assistants are programmed to follow specific protocols, ensuring consistent and error-free communication every time. This reduces miscommunication instances by 95%.

4. Consistent Client Experience

An AI Voice Assistant can deliver a consistent and professional experience for every client, enhancing overall client satisfaction. Consistent interactions can increase client retention by up to 60%.

How AI Voice Engines Can Enhance Efficiency

1. Automate Repetitive Tasks

An AI Voice Assistant can handle routine inquiries, follow-ups, and appointment scheduling, allowing your human agents to focus on more complex issues. Automating these tasks can improve overall work efficiency by 40%.

2. Data Analysis

AI-powered systems can analyze the data from the calls to identify patterns, helping you to make more informed business decisions. Insights derived from AI can boost decision-making accuracy by up to 30%.

3. Seamless Integration

Modern AI Voice Assistants can integrate seamlessly with other business tools such as CRMs, email systems, and SMS services, automating the entire workflow. Seamless integrations can enhance productivity by 25%.

4. Scalable Solutions

As your business grows, you can easily scale the AI solution without the need for additional human resources. Scaling AI solutions can handle up to 10 times more calls than a human team of the same size.

Getting Started with Awaz.ai AI Agent Builder

Now that you understand the benefits of an AI Voice Assistant, let's delve into how you can get started with Awaz.ai to create and launch AI agents for inbound and outbound calls.

Step 1: Sign Up for Awaz.ai

Visit Awaz.ai and sign up for an account. The registration process is straightforward, requiring basic details like email, company name, and contact information.

Step 2: Understand Your Needs

Before building your AI Agent, outline your specific needs. What types of calls will the AI make? Will it need to send follow-up emails or SMS? Having a clear understanding will help you make the most of the platform.

Step 3: Use the AI Agent Builder to Create Your Agent

Awaz.ai offers an intuitive, user-friendly interface to build your AI Agent. Customize the voice, script, and other response mechanisms to match your specific requirements.

Step 4: Integration with Other Tools

Awaz.ai integrates seamlessly with various external apps like CRMs, email systems, and SMS services through Zapier. Set up these integrations to automate tasks such as sending emails, SMS, or even WhatsApp messages.

Step 5: Testing and Training

Once you have set up your AI Agent, conduct a testing phase to ensure everything works as intended. Make any necessary adjustments based on the feedback.

Step 6: Go Live!

After successful testing, you can launch your AI Agent. Monitor its performance closely, making any necessary tweaks to improve efficiency and effectiveness.

Features of Awaz.ai AI Voice Assistants

1. Handle Inquiries

Your AI Assistant can efficiently manage client inquiries, providing instant responses to common questions.

2. Schedule Appointments

The AI can schedule, reschedule and confirm appointments, synchronizing directly with your calendar system.

3. Conduct Sales Calls

From pitching to closing, the AI can handle various phases of a sales call, ensuring a professional approach. AI can increase conversion rates by up to 20% with consistent follow-ups.

4. Provide Customer Support

AI Assistants can offer round-the-clock support, handling customer issues promptly and efficiently.

5. Maintain Authenticity and Warmth

The AI Voice Assistant maintains the authenticity and warmth of human conversation, ensuring your clients feel valued.

6. Seamless Integration with External Apps

Through integrations with tools like Zapier, Awaz.ai can connect with various external apps, automating tasks like saving contacts or triggering AI calls based on CRM data.

Conclusion

Incorporating an AI Voice Assistant into your client communication strategy can revolutionize the way you handle calls, making the process more efficient, cost-effective, and consistent. Awaz.ai provides a comprehensive solution to create, customize, and manage AI Agents tailored to your business needs. Transform your client calls and take your accounting and legal services to the next level with Awaz.ai.