What this agent can do for your business
- It asks structured discovery questions.Included
- It qualifies size, urgency, budget and decision-maker.Included
- It books discovery meetings.Included
- It protects other clients' confidentiality.Included
- Answers from your own content: the knowledge base you loadWith your setup
- Cites the source of every answerIncluded
Agent for consulting and professional firms: explains published service lines and methodology with the source, asks...
Robert AI Consulting Firms
Your consultancy's sales assistant: understands the challenge, qualifies the opportunity and books discovery meetings.
Built for: Consulting and professional services firms
- REST API
- Web widget
- Webhook (optional)
From USD 199.00 / year
Annual license · updates and support while active
What changes in your business
- Partners arriving at each meeting with the challenge documented.
- More meetings with real decision-makers.
- Less time on prospects without fit.
Try Robert AI Consulting Firms
Try Andrés with the sample case. The business, people and requests are demo data.
Hi 👋 I'm Andrés, the assistant of Estrategia Norte, a demo consultancy. I understand your challenge and book your discovery meeting.
What do you want to try?
Demo data: real AI, a fictitious consultancy and simulated operations. Andrés gives no consulting recommendations; a consultant does the diagnosis.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- It asks structured discovery questions.
- It qualifies size, urgency, budget and decision-maker.
- It books discovery meetings.
- It protects other clients' confidentiality.
What the agent can do
- Check availability
- Request an appointment
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- Capture contacts
- Qualify contacts
- Answers from your knowledge base
- Rest call
- Check request status
Integrations
- Webhook (optional)
Channels
- REST API
- Web widget
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+ / PHP 8.1+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek) or Robert AI Gateway — usage billed separately
- Your firm's authorized information (service lines, methodology, sectors, authorized case studies and proposal terms)
- Optional: WhatsApp Business Platform with your own business account (not included, configured per site)
Before you buy
Does Andrés give recommendations?
No. It documents the challenge and qualifies the opportunity; the diagnosis belongs to your consultants.
Does it integrate with our CRM?
Yes, optionally via REST: opportunities and meetings are sent when configured.
Is AI usage included?
No. You use your own AI provider key or a Robert AI Gateway key; usage is billed separately.
Do I need WhatsApp to use it?
No. It works in your site's web chat. WhatsApp Business is optional and connects with your business's own account when enabled.
Can I load my own information?
Yes. You load your services, terms and FAQs as authorized knowledge; the agent answers only from it and cites the source.
Robert AI Consulting Firms
Install the plugin on your WordPress, activate your license, follow the setup assistant (firm identity, service lines and methodology, authorized cases, proposals, optional CRM, handoff), test in the preview and publish the chat.
Full product description
Agent for consulting and professional firms: explains published service lines and methodology with the source, asks discovery questions, qualifies size, urgency, budget and decision-maker, books discovery meetings, registers proposal requests and integrates with your CRM via REST when configured.