No. The system prompt explicitly restricts the bot from giving specific tax, legal, or investment advice. It quotes published rules and your firm's process, then escalates anything investor-specific to the exchange officer or a tax advisor. For questions about whether a particular property qualifies as like-kind, the bot describes the general rule and recommends consulting the investor's CPA and a qualified intermediary together rather than answering definitively.

Yes. Reverse exchanges (replacement acquired first via an EAT structure) and improvement exchanges (construction or improvements before completion) live as separate service tiers with their own fee schedules and process pages. The bot reads the relevant tier and answers accordingly, including the EAT holding structure for reverse exchanges and the 180-day improvement completion rule. Complex multi-leg or zero-equity exchanges escalate to the officer.

SleekAI hands off via webhook to anything that accepts JSON. Many QIs use proprietary or industry tools like Accruit, IPX1031's internal system, or Asset Preservation's platform; the webhook payload includes relinquished closing date, target replacement count, exchange type, and the transcript, so the receiving system has structured intake. For firms running custom software, the webhook can be mapped to whatever endpoint accepts new-file creation.

Yes, at the rule level. The bot can describe the general framework, like the two-year holding requirement for related-party transactions and the disqualified-person rules under Section 1031(g) regulations, but it routes specific scenarios to the exchange officer or attorney. The system prompt makes clear that any related-party situation requires individualised review because the fact patterns vary widely.

If your service area pages flag which states have non-conforming rules (California's claw-back for out-of-state replacement, Pennsylvania's historical non-conformity, Massachusetts) the bot references them when answering. State-specific tax consequences always route to a tax advisor since they depend on the investor's specific situation. The bot's job is to make sure the investor knows the state issue exists before closing, not to answer the tax question.

Yes. Multibot lets each office, region, or exchange type have its own bot with its own routing and tone. A West Coast office focused on commercial exchanges can run separately from an East Coast residential team. Display conditions tied to URL or service-page template ensure the right bot appears on each landing page automatically.

Stored in WordPress with the page URL, file ID if assigned, and visitor metadata attached for officer review. SleekAI uses your own OpenAI, Anthropic, Google, or OpenRouter API key, and standard API terms exclude conversation data from model training. For QIs holding exchange funds and sensitive transaction details, this keeps investor identity, property addresses, and timing inside your account rather than a third-party SaaS database.

If you publish your safe-harbor compliance details (no direct receipt, qualified intermediary agreement, restrictions on the investor's access to funds), the bot references them when answering trust and safeguards questions. The bot does not interpret the regulations beyond what your published guides say; complex compliance questions route to your legal team rather than the bot answering directly.