Tax Office Chat
Tax Office Chat with a Document Checklist. A chat that tells taxpayers which documents to bring, what it costs and when it is due, and saves new client leads. Free to clone.
Tax Office Chat is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Chatbots
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Receipt. Its automations include Chat ended, save the lead, First of the month, stale leads and Weekday 8 AM, high urgency leads.
by @taskade
What you can do with Tax Office Chat
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Tax Office Chat works
- Chat ended, save the lead: when a chat with Receipt ends, then Read the chat for name, need and urgency and Add the lead as High.
- First of the month, stale leads: when First of the month at 9 AM, then Find leads still New after 7 days and Turn the leads into a list.
- Weekday 8 AM, high urgency leads: when Every weekday at 8 AM, then Find new High urgency leads and Turn the leads into a list.
Built with Taskade Genesis
- Category: Chatbots
- AI agents: Receipt
- Automations: Chat ended, save the lead, First of the month, stale leads, Weekday 8 AM, high urgency leads
- Workspace: 5 projects, 1 AI agent, 3 automations