Solution brief
SB–05
Configuration and pilot service
Molmoro is not a self-serve general AI platform. The managed setup aligns bilingual intake scripts, callback fields, and human escalation rules with the way your small tax firm already works.
Live demo (314) 864-9108 · Use fictional information only
Coverage
Routine after-hours and overflow intake
Output
A structured callback task for staff
Boundary
Tax-sensitive questions go to a human
01 / The operating problem
Office hours, appointment rules, callback ownership, language needs, and escalation boundaries vary by firm. The setup process turns those details into a narrow, testable intake workflow.
The managed setup prepares Molmoro to handle:
02 / Call notes
The examples below are fictional. They show how routine information is captured without turning the conversation into tax advice.
Caller
“Can you tell me which filing status I should use?”
Molmoro
“I can’t advise on filing status. I can create a callback request for a tax professional.”
Caller
“Yes, please call me tomorrow morning.”
Example 01 · fictional scenario
Caller
“¿Puedo darle mi número de seguro social para buscar mi cuenta?”
Molmoro
“No comparta ese dato. Puedo anotar su nombre, teléfono y motivo de la llamada.”
Caller
“Necesito que me llame alguien de la oficina.”
Example 02 · fictional scenario
03 / Staff output
The output is designed for staff follow-up, not as a tax determination or client record.
04 / Workflow
A missed, after-hours, or overflow call reaches the pilot number.
Molmoro uses the tested greeting, language behavior, and narrow script.
Approved callback details are captured; sensitive data is declined.
The firm receives a structured task using the agreed labels and escalation rules.
05 / Implementation
Managed setup
7–14 day separate-number pilot
The setup leads into a 7–14 day pilot on a separate number. Start with a defined window—after hours or overflow—so the firm can evaluate call handling without changing its main number or existing phone configuration.
Request a workflow audit06 / Human boundary
Human escalation is designed before the pilot. The firm defines which tasks go to the front desk, which require a preparer, and what should happen when the assistant is uncertain. Molmoro does not decide tax outcomes.
Molmoro does not provide tax advice, request sensitive taxpayer information, collect tax documents, or make filing decisions.
BOUNDARY 01
Give tax advice or answer deduction, refund, filing-status, or IRS interpretation questions
BOUNDARY 02
Request SSNs, ITINs, bank information, passwords, card numbers, tax documents, or sensitive financial data
BOUNDARY 03
Replace a tax preparer, CPA, or staff member’s professional judgment
BOUNDARY 04
Make promises about an outcome, response time, refund, or filing decision
Next action
A controlled, separate-number test
Call with fictional information or request a short workflow audit for your tax firm.