SonIA runs the day to day
SonIA answers on WhatsApp, the web and the phone, books appointments, requests and files documents, sends deadline reminders and hands you whatever needs judgment. This is its operations center: what you and your team see every morning.
Prototype with sample dataSonIA runs on WayNow, by Elevate Endeavors
Operations center
In phases
SonIA starts with what takes most of your time and grows as each phase works.
Phase 1WhatsApp and the web: answers general questions, books appointments, sends deadline reminders and hands you what needs judgment.
Phase 2Phone with voice in Spanish and English, and document requests with a secure link.
Phase 3Client portal: folders by year, status of each return and messages with the team.