AI Agent for Tax and Estate Planning
Deploy a specialized AI Agent that guides potential clients through your tax and estate planning services. This intelligent assistant engages visitors in meaningful conversations about their legal needs, identifies legitimate concerns requiring professional advice, and efficiently collects contact information from qualified prospects. Enhance your client acquisition strategy with automated lead generation that works around the clock.
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AI Agent for Tax and Estate Planning
Create custom AI Agents with the Tars No-Code Builder. Follow these steps to bring your unique Agent to life.
Begin your journey by signing up for a Tars account or logging into your existing one. It’s quick, secure, and gets you ready to create.
Choose to build a new Agent or use an existing template and give it a name that reflects its purpose.
Begin with a gambit and customize responses, set up the conversation flow, and optimize configuration settings.
Design your Agent as per your requirements and finally test the responsiveness of the Agent. Refine and optimize until it performs exactly as you want.
Once you’re satisfied, publish your Agent and make it live. Share it with your audience and start delivering value.
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