Customer story · Tax & bookkeeping consulting · Jakarta, Indonesia

How Finfloo turned a sleeping WhatsApp admin into a 24/7 lead machine — in one week.

Finfloo is a Jakarta-based bookkeeping and tax consulting firm. Before Contextus, their only inbound channel was a WhatsApp admin limited to working hours. One week after going live, their AI agent never sleeps — and never misses an opportunity.

100+ conversations / week 1
10 quality leads
5 meetings booked
24/7 availability
The contextus widget embedded on finfloo.com, showing three suggested-question pills next to the Finfloo hero.
02About the client

Finfloo runs the books for Indonesia's small businesses.

Finfloo.com is a bookkeeping and tax consulting practice — #1 in their niche — serving individuals and SMBs across Indonesia with SPT filing, corporate tax, and financial report preparation.

IndustryBookkeeping & tax consulting
HeadquartersJakarta, Indonesia
MarketIndividuals & SMBs across Indonesia
ServicesSPT filing, corporate tax, financial reporting
Position#1 in their niche
03The challenge

Leads don't follow office hours.

Finfloo's only inbound channel was a single WhatsApp admin — fine during business hours, silent the rest of the time. Every evening inquiry was an opportunity already cooling.

01
Single WhatsApp admin — available working hours only.
02
Every staff turnover reset institutional knowledge.
03
Evening and weekend inquiries went unanswered.
04
No qualification — every chat needed a full human conversation before knowing if the lead was serious.
04The solution

An AI agent that knows Finfloo's services — and never logs off.

One script tag. The widget reads finfloo.com on install, learns the services, and starts conversations the moment a visitor lands — in Bahasa or English, day or night.

01
Install
Drop one script tag into finfloo.com. The widget crawls the site, ingests the services catalogue, and is live in minutes — no developers needed.
≤ 5 min
02
Converse
Visitors ask in Bahasa or English. The agent answers in the same language, scoped to bookkeeping, tax filing, and financial reporting — Finfloo's actual service surface.
24/7
03
Hand off
When a visitor is qualified, the agent collects contact details and produces a structured lead brief — so Finfloo's team only opens conversations that are already warm.
Lead brief
05Prompt tuning journey

The first version worked. The tuned version converted — and earned trust.

Going live in a week is fast. Going live well took three deliberate adjustments — each one small in word count, large in outcome.

v1 Before — generic, extractive
Hi! How can I help you today? We offer tax services for individuals and businesses. Feel free to ask anything.
v2 After — scoped, consultative, in language
Halo! Saya bantu konsultasi pajak dan pembukuan untuk pribadi dan bisnis di Finfloo. Lagi butuh bantuan untuk apa — SPT tahunan, laporan keuangan, atau pajak perusahaan? Saya akan bantu arahkan ke solusi yang paling sesuai kondisi Anda.
01
Scoped to real services
Agent speaks only to bookkeeping, tax filing, and financial reporting — what Finfloo actually does. No vague "we do business stuff."
02
Empathic over extractive
Shifted from aggressively collecting visitor data to a consultative, domain-expert posture. The agent asks to understand, not to harvest — mirroring how a knowledgeable tax advisor would engage a new client.
03
Scam & fraud guardrails
Detects and deflects social engineering, impersonation, and attempts to manipulate the agent — protecting Finfloo's reputation and visitor trust.
06Results

Week 1. Real numbers.

Total chats
100+
Conversations the WhatsApp admin would never have seen.
Quality leads
10
Visitors who met Finfloo's qualification bar.
Qualification rate
10%
Of every conversation, 1 in 10 is a real opportunity.
Meetings booked
5
In 7 days. From a channel that didn't exist the week before.

A 10% qualification rate means Finfloo's team only picks up conversations that are already warm. 5 meetings in 7 days — from a channel that didn't exist the week before.

07In their words
"With Contextus, we maximized every opportunity we want to catch. This AI agent really never sleeps to pursue inbound sales opportunity."
AA
Arini Astari · Founder, Finfloo
finfloo.com · Jakarta
08Your turn

Ready to stop missing leads after hours?

Contextus takes minutes to set up and starts qualifying leads from day one. No developers needed.