Expertise
- Systems strengthening, MIS, internal audits from indent to book closure.
- Consultancy
- FEMA compliance, GST, direct taxes, SAP and ERP implementation support.
- Focus
- Enhancing financial reporting and control systems using technology.
AI Query Response Bot Overview
- Reliable Info from Verified Docs
- Responses based only on your uploaded, verified documents for accuracy.
- Client Advisory Support
- Instant, tailored answers on accounts, finance, taxation, and compliance.
- Ledger-Based Queries
- Upload ledgers and get real-time answers to specific account questions.
- Office Assistant Support
- Internal team fetches reliable info fast to support clients efficiently.
Benefits of the AI Query Response Bot
- High Accuracy
- Answers sourced only from trusted uploaded documents.
- Increased Client Confidence
- Clients trust advice based on curated, reliable sources.
- Time-Saving
- Eliminates manual searching; instant smart query results.
- Customizable
- Easy to update with new rules, circulars, and ledger data.
- Professional Edge
- Positions CA as tech-savvy, client-centric professional.
How the Bot Works
- Document Upload
- Legal circulars, accounting standards, ledgers, manuals added.
- Bot Training
- Trained exclusively on uploaded, verified documents.
- Query Input
- Assistant or client types finance or compliance-related questions.
- Instant Reply
- Bot instantly provides reliable, document-backed answers.
Step 1: Botpress Setup
- Account Creation
- Signed up on Botpress Cloud platform.
- Workspace & Bot
- Created workspace and sample bot – FEMA ECB Query Bot.
- Plan Selection
- Selected Free Plan supporting 1 bot and 500 messages/month.

Step 2: Upload Documents
Created knowledge base named “FEMA ECB Act”. Uploaded FEMA ECB Master Direction PDF.

Step 3: Build Conversation Flow
- Start Node (Welcome Message)
• Ask Subject Node (Capture User Query)
• AutonomousNode (Search Knowledge)
• End Node

Step 4 – Connect Knowledge Base
- Selected “FEMA ECB Act” Knowledge Base.
- The autonomous node is linked with the “FEMA ECB Act” knowledge base.
- Instructions set to answer only from this verified document for strict accuracy.

- Step – 5 Demo Working
- Client query: What is minimum maturity for ECB?
- Bot reply: Correct answer from FEMA document.
Finally , Constructed nodes for user interaction: Welcome, Query Capture, Knowledge Search, and End node for response delivery.

Step 6 – Publish Bot
- Then after testing, we can publish the bot and get the link to share with clients for instant replies on FEMA compliance related to ECB.
- Copy displayed link and share with our client or use to get reply from this Customised link.