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Glossary

Chat agent

An AI agent that converses over web chat, SMS, WhatsApp or social messages, trained on your own content.

Book a discovery callHow we build it
Why it mattersIt answers instantly on the channels customers already use, at any hour.
In practice at aifinancezOur document chaser agent uses this: sends personalised document checklists. Collects receipts, statements and tax documents without the back-and-forth.Meet the document chaser agent →
Related terms
Retrieval-augmented generation (RAG)GuardrailsEscalation (handoff)Orchestration
An accountant’s desk at night with receipts and a laptop
Related guideAI for smb finance teams: a practical guide
NewsletterAI automation, once a month.New use cases, prompts and guides. No spam.

Spend tax season advising, not chasing.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
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Free 30-minute video call. No obligation. We only use your details to arrange the call (privacy).