Question 1

Is Ezra available for accountants & cpas in San Antonio, TX?

Accepted Answer

Yes. Ezra works for accountants & cpas anywhere in the US, including San Antonio, TX. It's cloud-based — sign up, train it on your content, and embed it on your website in minutes.

Question 2

Can the chatbot answer tax questions?

Accepted Answer

It can answer general questions about services, deadlines, and pricing. For specific tax advice, it routes visitors to schedule a consultation with a CPA.

Question 3

Can it capture leads during tax season?

Accepted Answer

Yes — the chatbot works 24/7, so it captures leads even at midnight during the April rush, qualifying them with business type and services needed.

Question 4

Can visitors book consultations through the chatbot?

Accepted Answer

The chatbot collects preferred dates, times, and inquiry type. Your team confirms the booking.

Question 5

Do I need a Jude plan to use Ezra?

Accepted Answer

No. Ezra is a standalone product with its own subscription. It works on its own, and it also works alongside any Jude plan, including the free plan, so you can connect captured leads to Jude CRM. You can add it at any time from the Billing page inside Jude.

Question 6

How do I add Ezra to my website?

Accepted Answer

After creating your Ezra chatbot in Jude, you'll get a single script tag. Paste it into your website's HTML and the chat widget appears automatically. It works with WordPress, Shopify, Wix, Squarespace, and any custom site.

Question 7

What counts as an Ezra message?

Accepted Answer

One message is a single AI reply to a visitor on your website. Visitor messages (the questions they type) are free and don't count toward your limit.

Question 8

Can I upgrade or downgrade my Ezra plan?

Accepted Answer

Yes. You can switch between Starter, Growth, and Scale at any time. The change takes effect immediately and your billing is prorated.