No. The system prompt is configured to share representation services, fee bands, and process while deferring specific tax-treatment and resolution-strategy questions to a credentialed EA. The bot will explain what an offer in compromise is and what your fee covers. It will not opine on whether a specific OIC would be accepted, what reasonable collection potential figure to use, or how to characterise a transaction on a 1040-X.

Yes, and that triage is one of the highest-value behaviours. The bot picks up signals like CP504, LT11, levy, and lien and routes those to your Collections-focused EA. Notices like CP2000, audit letters, and Notice of Deficiency get routed to Exam, and CDP/CAP requests get routed to Appeals. Each routing decision is captured in the log so the case manager can review it later.

Yes. Add representation fees as a page, custom post type, or ACF fields, and SleekAI reads them through your existing WordPress structure and passes them into the prompt as context. The bot quotes the same numbers your engagement letters do. Update the page and the next conversation reflects it without any redeploy or retraining step.

Conversation logs live in your WordPress database, which means you control retention, who can view them in admin, and whether transcripts get emailed to the EA after each session. Most practices purge logs on a monthly schedule and forward summaries to their case-management tool via webhook so client files stay clean and audit reviews are easy.

Bring your own key for OpenAI, Anthropic, Google Gemini, or OpenRouter, plus any OpenAI-compatible endpoint such as Azure or self-hosted models behind a compatible proxy. Most EA practices run GPT-4o or Claude Sonnet because those models follow strict no-specific-advice system prompts more reliably than smaller models, which matters when a hallucinated answer can be reputationally costly.

Yes. SleekAI ships with 28+ display conditions so the practice can show the bot only on representation pages, hide it on the EA bios, or trigger different bots per service area. A common setup runs an OIC-focused bot on the OIC page, a separate Collections bot on the installment-agreement page, and a generalist bot on the homepage that triages to the right specialist.

Yes. The system prompt encodes typical fit criteria, such as a minimum dollar amount for OIC work or whether you take state-only cases. When a prospect clearly does not match, the bot says so politely and redirects to a self-serve resource or a referral. The prospect leaves with a useful next step instead of a wasted discovery hour, and your calendar stays clean.

SleekAI runs in WordPress and logs every conversation there. Most EA practices push the transcript and contact details into Canopy, Tax Practice Pro, or a generic CRM via Zapier or a webhook. The conversation summary, notice type, dollar amount, and years involved end up as a fully shaped case record so the EA sees the context before the discovery call begins.