Lead Qualification AgentGreets every new enquiry, asks the right questions, scores the lead, and routes hot prospects to your team instantly.
WhatsAppWeb chatEmail
SIINCLUDED
Service Information AgentAnswers detailed questions instantly and accurately from your own catalog, docs, and pricing.
WhatsAppWeb chatEmail
CBINCLUDED
Consultation Booking AgentChecks availability, books the slot, and sends confirmations and reminders — no phone tag.
WhatsAppWeb chatEmail
CFINCLUDED
Customer Follow-up AgentChecks back at the right moment so enquiries, appointments and repeat business never slip through the cracks.
WhatsAppWeb chatEmail
CSINCLUDED
Customer Support AgentAnswers common questions 24/7 from your knowledge base and hands off to a human with full context when it matters.
WhatsAppWeb chatEmail
Need something more specific?Describe it in plain English and Syngentix builds a custom agent for your business.Build a custom agent
1Connect your toolsCalendar, CRM, WhatsApp, email — a few clicks each.
2Teach it your businessServices, pricing and policies in plain English — down to what happens when a client asks which documents they still owe you.
3Go live with approvalsYou review its work until you trust it. Then it flies.
The problem, in one lineJanuary and April bury the front desk in the same six questions.
What this handles for accounting & cpa firmsA client asks which documents they still owe you. A deadline reminder needs sending with a document checklist. A prospect asks whether you handle their entity type. Each of the five agents is customizable to your exact services, pricing and policies.
You approve, it executesAdd approval steps for anything sensitive. The AI drafts and prepares; a named human signs off. Every action is logged.
Frequently asked questions
How do AI employees help accounting & cpa firms?January and April bury the front desk in the same six questions. The agents cover exactly those moments — a client asks which documents they still owe you; a deadline reminder needs sending with a document checklist; a prospect asks whether you handle their entity type — instantly and around the clock, so your team keeps the work that needs a human.
Do I need technical skills to set this up?No. Deploy the Accounting & CPA Firms solution in a few clicks, then teach it your services, pricing and policies in plain English — including what to do when a deadline reminder needs sending with a document checklist. Most businesses are live the same day.
Which channels do the agents work on?WhatsApp, web chat, email, Telegram and more. So when a prospect asks whether you handle their entity type, it happens wherever that customer already is — and every conversation lands in one place.
What does it cost?Start free — no credit card. Paid plans begin at $29/month when your volume grows. Simple actions cost about one credit; AI reasoning steps a few. The pricing page lists what each plan includes.