Stories & Guides
Use Cases
A Twin for advisory practices
Advisors repeat the same qualifying conversations constantly. A Twin can carry the repeatable part and hand over the rest.
Most advisory enquiries begin with the same handful of questions. What does a first review cover, how long does it take, what do you need from us, and how is it priced. These are documented, stable and safe to answer.
What to place in scope
- Your published method and the stages of an engagement
- Typical durations, with the conditions attached
- The material you need from a client before starting
What to leave out
Anything that depends on a specific client situation. The Twin should state that the answer requires a conversation and route the visitor to you, with the context already gathered.
AI Twin produces answers generated by AI. Important decisions should still be verified against the cited sources or with the expert directly.
