Manage Clients, Schedule Services
& Deliver Excellence — Through Chat
For agencies, consultancies, law firms, and any service business — manage inquiries, book consultations, track projects, handle tickets, and run campaigns across all channels.
Consultation Booking
WhatsApp Interactive Flow
Who Is This For?
Designed for any company or firm providing professional services that needs to manage client communication efficiently.
Consulting Firms
Law Firms
Accounting Firms
IT Service Providers
Design Studios
Cleaning Companies
Maintenance Services
Any Service Business
Customer Service Across All Channels
Reach clients on the channels they prefer — from one unified inbox.
- Consultation booking Flows
- Service templates
- Project updates
- AI for service FAQs
- Office location directions
- Campaigns for new services
- Portfolio showcases
- Comment-to-DM for service posts
- Story client testimonials
Messenger
- Facebook Page
- Persistent menu (Consult/Project Status/Contact)
- Greeting text
Web Chat
- Pre-chat form (Service Interest/Existing Client/General)
- AI assistant
- Appointment picker
- Service cards
Telegram
- Business updates channel
- Bot commands (/services, /book, /status)
- Document sharing for proposals
Client & Project Support Tickets
Categorized tickets linked to client profiles and conversations. Project-specific custom ticket types.
Inquiry
New service questions, pricing requests
General Issue
Client complaints, billing disputes
Technical Support
IT/software issues
Booking
Consultation scheduling, rescheduling
Professional Service Catalog
All services with name, description, price, duration, and booking URL. AI searches and displays matching service cards.
Strategy Consultation
Legal Review
Tax Filing
Website Audit
Categories: Consulting, Legal, Financial, Technical, Creative.
Calendar & Appointments
Consultation booking via WhatsApp Flows, deadline tracking, and scheduled campaigns.
Consultation Booking via WhatsApp
Service type → date → time → advisor → confirm — seamless booking.
Project Deadline Tracking
Tasks with due dates for deliverables — automatic reminders before deadline.
Meeting Reminders
"Your consultation with [Advisor] is tomorrow at 10 AM" — sent automatically.
Follow-Up Tasks
Post-consultation follow-up, proposal deadline, contract review — all automated.
AI Agent Trained on Your Services
Train the agent on services, pricing, team bios, processes, FAQs, and case studies. It searches services, captures leads, creates tickets, and transfers to human.
Search services matching client needs
Capture new client leads
Create tickets for service issues
Transfer for complex discussions
Key Automations
First message → "What service do you need?" (buttons)
Consultation booked → Confirmation template + task for advisor
Project completed → CSAT survey
No response 48h → Follow-up template
New service added → Campaign to existing clients
Client Profiles with Contract & Project Data
Comprehensive client profiles with tags, custom fields, and full lifecycle from inquiry to signed contract. AI-powered smart summaries.
Tags: "Consulting", "Legal", "Active Contract", "VIP", "Retainer"
Custom fields: company name, project type, contract value, renewal date
Lifecycle: Lead → Opportunity → Customer → Repeat Customer
AI summaries: "Tech startup needing monthly IT support. Active retainer since Jan 2026."
Activity timeline: consultations, messages, tickets, proposals, payments
Digital Success Co.
Consulting Client — Retainer
AI Summary: "Tech startup needing monthly IT support. Active retainer since Jan 2026. Satisfied with service."
Service Announcements & Appointment Reminders
Campaigns
Reminders
"Your consultation with [Advisor] is tomorrow at 10 AM. Office: [Location]"
"Your contract renewal is due May 15. Let's schedule a review: [Book]"
"Project deliverables due this Friday. Any questions? Reply here."
From Inquiry to Signed Deal
Track every prospect through clear stages. Follow-up scheduling for each stage. AI-captured from conversations automatically.
Start Managing Clients Through Chat Today
Join service companies using Inboxy to manage client communication, book consultations, and track projects efficiently.