Top 7 Hosted AI Pages for CPA Firms

Intercom has long been a staple for customer engagement, offering a suite of messaging tools that blend live chat, chatbots, and email automation. Its AI chatbot feature, powered by the company’s proprietary conversational engine, can handle common client inquiries, provide product information, and route more complex issues to human agents. Intercom’s knowledge base integration allows firms to create a searchable repository of articles that the bot can reference, ensuring that answers are consistent and up‑to‑date. While Intercom does not offer a dedicated WYSIWYG editor for chat widgets, the platform provides extensive theme customization, enabling firms to align the chat interface with their branding. Intercom’s chat pages can be embedded on any website, and the platform supports anonymous visitors as well as logged‑in customers, though long‑term memory is limited to the session. Pricing is tiered: the Launch plan starts at $39/month for basic features, the Essential plan is $99/month, and the Pro plan, which includes advanced automation and AI capabilities, is $199/month. Intercom excels at delivering a unified inbox for all customer interactions, but it can become pricey as agent counts grow.

Drift is positioned as a conversational marketing platform, but its chatbot engine is also well suited for service firms seeking to automate client interactions. Drift’s AI chatbots can answer FAQs, qualify leads, and book appointments directly from the website. The platform offers a visual builder that allows non‑technical users to create conversation flows using drag‑and‑drop blocks, though it does not provide a full WYSIWYG editor for chat widget styling. Drift’s knowledge base integration pulls content from external sources, enabling the bot to surface relevant articles during conversations. The platform supports anonymous visitors but does not offer long‑term memory for repeat interactions beyond the current session. Drift’s pricing starts at $400/month for the Professional tier, which includes unlimited chatbots and basic automation. The Enterprise tier, with advanced features and higher limits, is quoted individually. Drift stands out for its seamless calendar integration, making it easy to schedule consultations or follow‑up calls.

Ada is a no‑code chatbot platform that focuses on building conversational experiences for customer support. Its AI engine can answer common questions, triage issues, and hand off to live agents when needed. Ada offers a visual editor that lets users create conversation flows without coding, and it provides theme options to align the chat widget with a firm’s brand. While Ada does not feature a dual knowledge base, it does allow the integration of knowledge articles from external systems, and the bot can reference them during conversations. Ada supports anonymous visitors, but its memory is confined to the chat session; it does not retain context across visits. Ada’s pricing is tiered: the Starter plan starts at $144/month for up to 500 contacts, the Growth plan is $576/month for 2,000 contacts, and the Enterprise plan offers custom pricing. Ada is especially useful for firms that require a highly configurable bot to handle repetitive inquiries.

Tidio combines live chat and chatbot functionalities in a single, lightweight solution. It offers a visual bot builder that lets users design conversation paths using drag‑and‑drop blocks, and the chat widget can be customized in terms of colors and placement, though it does not provide a full WYSIWYG editor for intricate styling. Tidio’s knowledge base integration pulls from external sources, enabling the bot to answer questions based on pre‑uploaded content. The platform supports anonymous visitors and stores conversation data for a limited time, but it does not offer long‑term memory across sessions. Tidio’s pricing is flexible: the Basic plan is free with essential features, the Pro plan is $18/month per agent, and the Enterprise plan offers custom quotes for larger teams. Tidio is an attractive option for firms that need a simple, cost‑effective chatbot without a steep learning curve.

LivePerson is a high‑end conversational AI platform that focuses on enterprise‑scale customer engagement. Its chatbot engine can answer product questions, route complex inquiries, and integrate with CRM systems to provide personalized experiences. LivePerson offers a visual flow editor and supports custom branding of chat widgets; however, it does not provide a dedicated WYSIWYG editor for detailed UI design. The platform’s knowledge base integration pulls from internal repositories, and its AI can reference documents to answer queries. LivePerson supports both anonymous visitors and authenticated users, but its memory is limited to the current session unless integrated with external state‑management systems. Pricing is not publicly listed; contact sales for a custom quote, typically starting at several thousand dollars per month. LivePerson shines in large firms that need robust routing, compliance, and analytics.

Zoho SalesIQ offers an integrated live chat and chatbot solution that can be embedded on any website. The platform’s AI bot can answer common questions, route chats to human agents, and provide basic lead qualification. Zoho SalesIQ provides a visual flow builder and allows customization of the chat widget’s colors and placement, though it does not provide a full WYSIWYG editor for advanced styling. Knowledge base integration pulls from Zoho Knowledge Base, enabling the bot to reference internal articles. The platform supports anonymous visitors and retains session data, but it does not maintain persistent memory across visits. Zoho SalesIQ’s pricing is tiered: the Standard plan is $18/month per user, the Professional plan is $35/month per user, and the Enterprise plan is $70/month per user. It is well suited for firms that already use Zoho CRM and want a unified communication tool.