Project Name
Ksolves Built an AI Pre-Sales Agent for RSAV & Company to Capture 100% of Leads After Business Hours
RSAV & Company is a leading New Delhi-based chartered accountancy firm established in 2008, serving clients across GST filing, audit and accounting, business advisory, legal and litigation, FDI, due diligence, startup consultancy, and non-resident financial services.
With a growing digital presence and increasing inbound traffic, the firm faced a familiar problem: website visitors were arriving with urgent compliance and taxation queries outside business hours and leaving without a response. Senior consultants at RSAV & Company were fielding repetitive pre-sales questions that consumed time better spent on client work. And with nine distinct service lines, routing enquiries to the right specialist manually was inconsistent and slow.
Ksolves deployed a Claude-powered AI pre-sales agent on RSAV’s website in 7 business days, delivering 24/7 conversational engagement, intelligent lead qualification across all service categories, and automated routing to the right team member with full conversation context.
- Inbound Queries Outside Business Hours Had No Coverage: RSAV's website received enquiries from business owners, founders, and non-resident clients across time zones. The firm operated fixed hours with no mechanism to engage or capture leads arriving outside that window.
- Nine Service Lines With No Automated Routing: With services spanning GST, audit, FDI, FEMA, startup consultancy, and non-resident taxation, inbound enquiries required specialist routing. Without an automated system, every lead was triaged manually, inconsistently, and often after a delay.
- Senior Consultants Fielding Pre-Sales Questions: Partners and senior staff were the default first point of contact for introductory queries around scope, fees, and service eligibility, consuming time that should have been directed at client delivery.
- FDI and Non-Resident Enquiries Required Domain-Specific Accuracy: Prospects approaching RSAV for international taxation, FEMA compliance, or India entry advisory expect informed responses from the first interaction. Generic automation was not a viable option for this segment.
- No Structured Lead Record Across Service Lines: Inbound enquiries were not systematically captured or categorised. When a prospect left without converting, there was no record of the interaction, the service they were researching, or the follow-up required.
Ksolves built and deployed a Claude-powered AI pre-sales agent on RSAV's website in 7 business days, using Ksolves' pre-built agent framework and Claude's domain-specific language capability across taxation, audit, and regulatory compliance. The agent was configured specifically for RSAV's nine practice areas and client segments, including non-resident clients and HNI advisory enquiries that require a higher standard of accuracy and discretion than a generic chatbot can provide.
- Service-Specific Qualification and Routing: The agent was trained on RSAV's full service taxonomy, GST, Audit and Accounting, Business Advisory, FDI, FEMA, Legal and Litigation, Due Diligence, Startup Consultancy, and Non-Resident Services. Every inbound visitor is qualified by service need, client type, and urgency, and routed to the right specialist with the conversation context attached.
- Domain-Accurate FAQ Handling: Common pre-sales questions across GST registration, FEMA compliance, audit scope, India entry requirements, and startup incorporation are handled by the agent without escalation. Responses are grounded in RSAV's actual service scope, not generic information.
- Non-Resident and HNI Query Handling: Enquiries from non-resident clients and HNIs regarding FDI structuring, international taxation, and FEMA compliance are handled with the tone and accuracy these conversations require, with escalation to a senior specialist when warranted.
- Appointment Booking and CRM Logging: Discovery calls and consultations can be booked directly from the chat interface. Every conversation is logged in the CRM with full context, service category, and client profile, giving the team a complete record of every inbound interaction from day one.
Technology Stack
| Category | Technology |
|---|---|
| AI Model | Claude by Anthropic (claude-haiku-4-5) |
| Agent Framework | Ksolves Pre-Built AI Pre-Sales Agent |
| Deployment | Cloud-Hosted, Website Chat Widget |
| Integrations | CRM, Calendar Scheduling |
- 100% After-Hours Coverage Established: Every visitor arriving outside RSAV's business hours now receives an immediate, contextually accurate response. The firm no longer has a gap between when prospects arrive and when the team is available.
- Response Time from Next Business Day to Seconds: Before deployment, the earliest a prospect could expect a response was the following morning. The agent responds in seconds, across all nine service categories, at any hour.
- 55% Reduction in Consultant Pre-Qualification Time: With the agent handling introductory qualification and FAQ responses, senior consultants and partners spend significantly less time on pre-sales interactions and more time on client delivery.
- 91% Routing Accuracy Across Nine Service Lines: The agent correctly matches 91% of inbound enquiries to the right specialist based on service type and client profile, replacing a manual process that was inconsistent and delay-prone.
- Discovery Call Bookings Increased: With appointment scheduling embedded directly in the chat interface, prospects converted to booked discovery calls at a higher rate than the previous contact form workflow.
- Structured Lead Record Across All Service Lines: Every interaction is captured in the CRM, including the service category, client profile, and conversation history, giving RSAV its first complete view of inbound lead activity across the entire practice.
“We were losing inbound leads outside office hours with no way to track how many or what they were enquiring about. Ksolves helped us solve that with the AI agent. Every visitor now receives an immediate, accurate response regardless of when they arrive, the lead is qualified against the right service line, and our consultants start the day with structured, contextualised enquiries rather than missed opportunities.”
– Abhinaya Verma, Founder, RSAV & Company
Ksolves delivers AI pre-sales agent development and AI/ML consulting services for professional services firms that need to engage inbound prospects 24/7 without adding headcount.
Before this engagement, RSAV was losing after-hours leads, spending consultant time on repetitive pre-sales queries, and routing prospects manually with no structured capture. After deploying the Claude-powered AI pre-sales agent, every inbound visitor receives an immediate response, lead routing is fully automated across nine service categories, and consultant pre-qualification time has dropped by 55%, all from a deployment that went live in 7 business days.
The pre-built agent framework Ksolves used for this engagement is directly replicable across any professional services firm managing inbound enquiries across multiple service lines where response speed, tone accuracy, and domain knowledge are non-negotiable.
Stop Losing Compliance and Taxation Enquiries to the Silence Outside Business Hours.
