CogniAIm | Case-study

How Irving Taxes utilized AI-powered Business Assistant to gain customers?

A CogniAIm Business Assistant Case Study

300 + lead generated by CogniAIm Business Assistant monthly
250 + customer appointments booked through CogniAIm Business Assistant monthly
300 + queries answered daily
Only 15.00 % of queries redirected for human assistance daily

Irving Taxes has been providing professional tax services for over 20 years. They are Dallas-Fort Worth, Texas based organization, but they have clients all over the country. They created a nice website that had all the information about their business, but this was not enough for customers. Finding information was a difficult task, as they had to navigate through multiple webpages to obtain a piece of information. This increased the time taken to search information and affected user’s experience. A good volume of visitors was coming to the website but the business was not getting enough leads. The business wanted a solution that can make their prospective client’s experience effortless and satisfying.

Challenges they had

To find a specific information visitor had to go through multiple pages, this increased the time taken to search. The assistant answer along with a link to the specific webpage for further details.
The number of visitors on the website was high, but the lead conversion through the website was low.
The company's employees were spending their valuable time in responding to queries, rather than performing actual work which required human expertise.

The Solutions we gave

We provided Irving Taxes with a solution to overcome the challenges they were facing: CogniAIm Business Assistant. The Business Assistant made a mesmerizing first impression for the business by assisting the visitors through interactive conversations. The Assistant answered queries related to Irving Taxes and the services they provide. CogniAIm Business Assistant helped Irving Taxes in engaging the prospective customers and converting them into happy customers. Here are some excerpts from real-time conversations.

CogniAIm Business Assistant informed visitors about the business and offered services, in a conversational way. This provided visitors with an easier approach to obtain the information they needed.: Visitor: Hi; Assistant: Hello, welcome to the CompuTech tax service. We provide professional tax services for personal and small businesses. I can talk about our services, set up appointment, or connect to an agent.; Visitor: Tell me about your services.; Assistant: Our services include Taxes Filings, Payroll, ITIN.; Visitor:Do you file personal taxes?; Assistant: Yes, we do offer services in Personal Taxes.
CogniAIm Business Assistant booked customer appointments without human-aid. This simplified the process of booking an appointment for customers.: Visitor: I want to schedule an appointment?; Assistant: What is your phone number?; Visitor: 987654321; Assistant: What is your name?; Visitor: Jim; Assistant: Welcome to Computech Jim. What day is good for the appointment?; Visitor: Today; Assistant: Can I know the time for the appointment?; Visitor: 5 in the evening; Assistant: Continue with today at 5 in the evening as your appointment slot?; Visitor: Yes; Assistant: Got it. I have your appointment scheduled for Thursday, February 6 at 5 PM. See you soon.
Business Assistant answered the queries of a visitor, while engaging them in an interactive conversation. These conversations made visitor's experience pleasant, which eventually generated new leads.: Visitor: Who are you?; Assistant: I am a CompuTech Assistant. I can talk about our services or set up appointments, or connect to an agent.

The Results we achieved together

The CogniAIm Business Assistant proved to be the right choice for their business. The assistant engaged visitors competently, and it answered queries regarding Irving Taxes's services. The assistant succeeded in providing a pleasant experience to the visitors.

Cost-effective: The human staff is now performing tasks that require core expertise. This saved a considerable amount of time and money for the business.
Increased lead generation: CogniAIm Business Assistant answered all the queries of a visitor regarding the services business offered, thus helping visitors in making an informed decision. This paved the way to generate new leads, which helped in increasing sales.
24x7 availability: CogniAIm Business Assistant is an automated business representative which is always available. Visitors got their queries answered at any time of the day, be it noon or midnight.
Automated appointment booking: Visitors did not need to call the company to schedule an appointment, as the CogniAIm Business Assistant booked the appointments.

How Irving Taxes utilized AI-powered Business Assistant to gain customers?

A CogniAIm Business Assistant Case Study

Challenges they had

The Solutions we gave

The Results we achieved together

AI for your business

CogniAIm Business Assistant Case Study

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