Skip to content
Kritvia
AI Business OS
Try free

Kritvia for other professional consultants

HR, management and business consultants, architects, interior designers

← Documentation

Enquiries are scored and turned into priced proposals from your fee card, and meeting notes and follow-ups are drafted for you.

Pick this at sign-up

  1. Start your free trial at app.sitelytc.com (see Set up your business, step by step for sign-up).
  2. Type your business name.
  3. Pick the Freelancer or consultant card and click Continue.
The Freelancer or consultant card at sign-up (Arora HR Consulting, an example)

What switches on

  • Inbox assistant, Lead triage & proposals, Payment reminders and Meeting digest.

Then choose Autopilot (agents reply, remind and follow up by themselves; money, complaints and orders still come to you) or I'll approve everything, and click Finish setup.

Agents for this business (Arora HR Consulting, an example)

Set up

  1. Rate card: your services, for example HR policy setup, per project; Monthly retainer, per month.
  2. Connect Gmail and, if you have one, your website's contact form (Settings → Connectors → Create webhook).
  3. Knowledge: a past proposal, your company profile and case studies.
  4. Getting paid (Settings → Connectors → Getting paid): enter your UPI ID so every invoice gets a payment page.
  5. Set up your phone and invite your team as in the general guide.
rate card (Arora HR Consulting, an example)

Every day

  • Enquiries under Leads with a proposal in Inbox.
  • Meeting notes, decisions and tasks from Meetings.
  • Retainer invoices and reminders under Invoices.
leads (Arora HR Consulting, an example)

Which plan you need

Everything here works on the trial; Starter adds WhatsApp; Growth adds the Prospector.

Next: Kritvia for agency or service provider

Kritvia for other professional consultants · Kritvia