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Delivering Always-On Client Support with a Smart Knowledge Hub

Deliver consistent, on-brand client answers—anytime, without overwhelming your team.

Client portal with integrated knowledge hub chatbot

1The Challenge

  • Professional service firms often handle recurring client questions about processes, timelines, deliverables, and required documents.
  • These inquiries create back-and-forth, interrupt deep work, and delay responses—especially during busy project cycles or after hours.

2The Solution

Alppoint.ai's Client-Facing Knowledge Hub is a smart, branded chatbot embedded in your website or client portal. It answers client questions using your firm's onboarding guides, FAQs, service outlines, and delivery policies.

Clients can ask: "What's your typical turnaround time for analysis reports?" "Where do I upload signed engagement documents?" "Do I need to share anything before kickoff?"

It ensures clear, helpful responses—without your team needing to step in every time.

3Key Features

  • Instant answers using your firm's voice and resources
  • Custom branding and tone
  • Seamless integration into your client portal
  • Smart escalation to human support when needed
  • Tracks common questions to improve onboarding and resources

4Results (From early use cases)

  • 50–70% reduction in repetitive client queries
  • Improved first impressions and onboarding experience
  • More time for teams to focus on high-touch service
  • Consistent messaging across all client interactions

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Use Case Snapshot

Industry

Professional Services

Focus

Client Experience, Support, Pre-Sales

Firm Size

10–200+

Deployment Style

Embedded chatbot

Time to Deploy

2–4 weeks

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