Got 50,000+ Instagram followers? Get BotPenguin FREE for 6 months
Updated on
Apr 10, 20238 min read

How Chatbots can help your Consultancy biz?

Updated onApr 10, 20238 min read
Listen to this Blog
BotPenguin AI Chatbot Maker

    Table of Contents

  • What is Consultancy Chatbot?
  • What are the Features of a Consultancy Chatbot?
  • What are the Benefits of Consultancy Chatbot?
  • arrow
  • How are Chatbots beneficial in Financial Consultancy Business?
  • How to Build Consultancy Chatbot?
  • arrow
  • How Can a Consultancy Chatbot Help Startups?
  • What does a consultative chatbot's future hold?
  • How can it Help in Career Counselling?
  • Conclusion 
Listen to this Blog


Taking pride in oneself is undesirable. But what if your chatbot could serve as your best man and earn you money in addition to bragging? Then using this chatbot template to find new clients for your consulting business is a fantastic fit.

One of the business's most crucial tasks is acquiring new customers. Customers and operational scale both develop as a business expands. Dealing with a sizable number of consumers is challenging, and if customer pleasure is prioritized, a company's success is manageable.

It is where chatbots may be utilized, and they assist in lowering employee workload and improving overall operational efficiency.

Chatbots are used by consulting businesses to describe their services and to improve interactions with potential clients. The best performer reached over 50%, while more than half of the businesses earned a conversation-to-lead conversion rate of 15-25%.

This blog will show you how chatbots can help your consultancy biz, the main advantages of chatbots for customers and businesses, and the elements to consider while creating effective chatbots.

What is Consultancy Chatbot?

A consultancy chatbot is a type of chatbot that provides personalized advice and guidance to users on a particular topic or industry. The chatbot uses natural language processing (NLP) to understand users' questions and concerns and then provides tailored recommendations and insights based on its topic knowledge.

Consultancy chatbots can be used in various industries, such as finance, marketing, and human resources, to help users make informed decisions and solve complex problems. For example, a consultancy chatbot in the finance industry might provide personalized investment advice based on a user's financial goals and risk tolerance. In the marketing industry, a consultancy chatbot might provide insights into the latest trends and best practices for social media marketing.

Consultancy chatbots can improve the quality and accessibility of professional advice and support. By leveraging the power of AI and NLP, consultancy chatbots can provide personalized guidance and insights to users anytime and anywhere, making it easier for individuals and organizations to make informed decisions and stay ahead of the curve.

What are the Features of a Consultancy Chatbot?

The consultancy chatbot's File upload feature lets you obtain user documents through the chat window. You can confirm the user's information by sending an OTP to your email or phone number.

Some more features of a consultancy chatbot may include

  • Appointment Scheduling: A chatbot can schedule appointments with clients, eliminating the need for manual scheduling and reducing scheduling errors.
  • Knowledge Management: Chatbots can provide instant access to information and resources for consultants, making it easier to provide solutions to clients.
  • Data Analysis: Chatbots can analyze data to identify patterns, trends, and insights, helping consultants to make informed decisions.

What are the Benefits of Consultancy Chatbot?

Human customer service representatives can be relieved of the tiresome task of responding to their repetitive questions by a chatbot, allowing them to focus on more difficult user inquiries. In addition to this, it may also assist in lowering operating expenses while increasing revenue.

Consultancy chatbots have several benefits, including:

  1. Increased efficiency: Consultancy chatbots can help users save time and effort by providing quick and accurate responses to their queries and needs, reducing the need for manual research and analysis.
  2. Scalability: Consultancy chatbots can simultaneously handle large queries and requests, making them an efficient and cost-effective solution for businesses with high customer interactions.
  3. Improved customer satisfaction: By providing personalized, convenient, and responsive advice and guidance, consultancy chatbots can improve customer satisfaction and loyalty, increasing retention and revenue.
  4. Enhanced data collection and analysis: Consultancy chatbots can collect valuable data on user interactions and preferences, enabling businesses to gain insights into user needs and behavior and improve their services and products accordingly.

How are Chatbots beneficial in Financial Consultancy Business?

Financial consulting firms, such as banks, develop apps that can be utilized to acquire data. Customers are advised to contact customer service if they have any questions. Calling customer service is a difficult task in and of itself because it requires call rerouting and may not even connect to an employee in the end. Customers will have a better grasp of the services thanks to the chatbot function being implemented in the app, and if they have any additional questions, the chatbot can connect them with a live agent.

Strengthen Customer Support

The user can benefit from chatbots by receiving a trustworthy response to practically all their inquiries. These chatbots can respond thoroughly to the query because they are 10 times more knowledgeable than a typical human on a given topic. These chatbots can also aid with making safe payments, filing refunds, reporting a stolen or lost card, and many other tasks. They can even evaluate and explain various application features. Other chatbots include an AI-Enabled NLP Platform for Sales & Support Automation.

Offer financial guidance

Using chatbots to provide financial advice is another benefit. The AI algorithms can examine users' spending patterns and advise them on how to cut costs or where to put their savings. The chatbot can also offer suggestions on how to control spending. The software can warn users if they engage in the same spending pattern.


NLP-based chatbots can connect to any website, mobile app, and social media platform. A chatbot on the site facilitates your ability to communicate with everyone who visits your social media handle.

Cross-Selling and Promotion

The chatbot has a record of all of your transactions and financial information. The AI system identifies various deals and promotions from several banks that will complement your saving habits and assist you in setting aside money for a particular occasion. Consider saving a set amount each month and transferring it to a different savings account. AI can discover offers from many banks, allowing you to move the same cash to a different bank while simultaneously earning interest on that money.

Control internal operations

A sales funnel powered by AI is available for your business with chatbots. Additionally, this can be used to control repetitive transactions. The user can quickly repeat the transaction by clicking on duplicate the same payment again; this saves time.

How to Build Consultancy Chatbot?

Building a Consultancy chatbot only requires a few simple steps:

  1. Create an account right away by signing up: To build a consultancy chatbot, you must sign up for a chatbot platform that offers the features you need. Look for a platform that specializes in chatbots for consulting businesses.
  2. Sign in to the Dashboard: Log in to the platform's dashboard once you've signed up. This is where you can manage your chatbots, access tools, and create new ones.
  3. Create an instance and complete it completely: An instance is the foundation of your chatbot, where you'll set up the basic details, such as the bot's name, language, and default response. Complete all the required fields to ensure your chatbot is fully functional.
  4. Access the Style Builder in the Instance to create the chatbot: The Style Builder is where you can customize the chatbot's appearance to match your brand. You can change the chatbot's colors, font, and logo, among other things.
  5. To create a conversational flow, use the Story Builder: The Story Builder is where you'll create the chatbot's conversational flow. You can design a branching conversation that responds to users' queries and provides solutions to their problems. Test your chatbot frequently and refine it based on user feedback.

How Can a Consultancy Chatbot Help Startups?

Scaling operations is frequently a challenge for startups. A chatbot can assist startups using the least resources to help them take the correct action at the right moment. As a result, time, money, and other resources are used effectively.

A consultancy chatbot can help startups in a variety of ways. Firstly, it can guide and advise on various aspects of starting and running a business, such as legal requirements, marketing strategies, and financial planning. It can help startups make informed decisions and avoid costly mistakes.

Secondly, a consultancy chatbot can provide access to industry-specific knowledge and insights, which can be invaluable for startups looking to gain a competitive edge.

Thirdly, a consultancy chatbot can help startups streamline their operations by providing automated solutions for customer service, scheduling, and data analysis tasks. It can save startups time and resources that can be better spent on growing their business.

Run Online Hiring Campaigns via Consultancy Chatbot.

Employees enable you to create conversational PPC ads that can also be utilized for marketing and lead generation. You may also launch email and SMS marketing campaigns and track user engagement in real-time.

Collect Feedback from the Users via Consultancy Chatbot.

The feedback of the user can act as a stepping stone. The consultancy chatbot allows you to get thorough feedback from the applicants. It can help understand how to improve services and employee relationships.

What does a consultative chatbot's future hold?

One of the most difficult tasks has been identified as consulting. It consists of numerous processes that are repetitive and monotonous. As a result, by incorporating cutting-edge technology such as AI chatbots, in future consulting firms can solve such jobs and increase work efficiency. The more the consultancy chatbot learns from user interaction, the better it will become. As a result, after months of training and development, a bot may address consumer inquiries on its own and assist in the creation of successful marketing campaigns.

How can it Help in Career Counselling?

AI chatbots are capable of screening hundreds of applicants at once. They can examine candidate profiles by asking about experience, expertise, and skills. It will then compare it to open positions and recommend the candidates for those pertinent to their area of expertise. On the other side, the gathered user information will be transmitted in real-time to the recruiting managers so they may get in touch with the appropriate worker.


Do you work as a consultant? You may liberate yourself from boring and routine tasks with the help of the BotPenguin consultancy chatbot to concentrate on what's essential: consulting. Utilize your chatbot to schedule appointments, collect feedback, and assess potential hires while you are engaged in working with clients.

Our true superpower is serving as your hidden weapon for digital transformation through chatbots. We collaborate with you to verify that the use case is correct, the bot produces meaningful results, and you appear like the rockstar you are for pioneering this successful high-tech project.

Do you want to learn more about how we work? You can visit BotPenguin’s website to learn more about the exact process we use to implement your high-quality chatbot quickly.

Keep Reading, Keep Growing

Checkout our related blogs you will love.

Ready to See BotPenguin in Action?

Book A Demo arrow_forward

Table of Contents

  • What is Consultancy Chatbot?
  • What are the Features of a Consultancy Chatbot?
  • What are the Benefits of Consultancy Chatbot?
  • arrow
  • How are Chatbots beneficial in Financial Consultancy Business?
  • How to Build Consultancy Chatbot?
  • arrow
  • How Can a Consultancy Chatbot Help Startups?
  • What does a consultative chatbot's future hold?
  • How can it Help in Career Counselling?
  • Conclusion