FAQ
Questions, answered.
Straightforward answers about Luntive — from features and setup to security, billing, and more.
Questions about Luntive for Tax, Accounting & Bookkeeping firms?Still have a question? Reach out at support@luntive.com.
About Luntive
Learn what Luntive is, who it's for, and how it helps your business.
Luntive is an AI Office platform for growing businesses. It brings five specialized AI agents together to help answer calls, manage leads, coordinate appointments, support client communication, and summarize what needs attention.
Luntive's current production focus is Tax, Accounting & Bookkeeping firms. The broader AI Office is designed to support additional growing and local businesses over time, with configuration shaped around each business's front-office workflows.
Luntive's current production focus is Tax, Accounting & Bookkeeping firms. The broader platform is designed for growing businesses across additional industries, with Luntive supporting front-office work rather than providing legal, tax, medical, or other professional judgment.
No. Luntive handles front-office coordination — leads, calls, appointments, communication, and office follow-up. It does not replace your accounting, bookkeeping, or tax software, and it does not perform accounting work, store financial records, or provide professional tax or accounting advice.
The Five AI Agents
Meet the AI agents that work together as your AI Office.
The AI Receptionist, Lead Manager, Appointment Coordinator, and Communication Assistant handle defined operational jobs. Luntive Assistant is the workspace intelligence layer that helps owners understand office activity and prepare supported work. All five share business context but keep clear responsibilities.
Yes. Luntive is designed to keep your team in control. Staff can review activity, edit important drafts, and step in through the human-involvement paths supported by your configured workflows, while configured reminders and proactive workflows can run automatically.
Yes. When a situation calls for a human, calls can be transferred or forwarded to your staff. Manual communication can also be routed for review, while configured workflows may send automatically.
No. Luntive is designed to handle repetitive front-office work so your team can focus on higher-value work. Important activity stays visible, and staff can step in where the configured workflow supports human involvement.
Luntive uses approved Business Knowledge and available workspace context. If it cannot verify an answer, it should avoid guessing and can follow the configured handoff or follow-up path for your team.
Luntive is an AI system. How the AI Receptionist presents itself during a call depends on your workspace configuration and the conversation. You remain responsible for ensuring your business meets any applicable disclosure requirements in your jurisdiction.
When a call requires human involvement, Luntive can follow the configured transfer or callback path you have set up. Transfers depend on your phone configuration and may not succeed in all circumstances. Your team can always step in and handle calls directly.
Setup & Getting Started
See how to set up Luntive and get your AI Office running.
During setup, Luntive learns your services, hours, policies, staff, appointment rules, communication preferences, and business knowledge. You can provide a public website for optional import, then review and edit the prepared context before using it.
Luntive is built to fit around how your business already operates. We'll walk through your current phone and appointment setup during a demo so you can see how it would work for your team.
For a demo, visit the Book a Demo page and choose an available time through the Google Calendar Appointment Schedule. For a question or general message, use the Contact form to send it directly to Luntive on-site, or email us at support@luntive.com.
Choose the setup that fits your business, create your account, and complete onboarding. See the full journey on the Getting Started page.
Luntive can send configured outbound communication through its own sending infrastructure. Whether your firm's existing email domain or provider can be used for sending depends on your setup and configuration. Discuss your current email setup during a demo for specifics.
Using Luntive
Learn how Luntive handles appointments, communication, and daily workflows.
Where configured, Luntive's appointment workflows can help book, reschedule, or cancel appointments. They check business hours and availability, help protect against conflicts, keep the appointment connected to the right Lead or Client, and can synchronize with Google Calendar where enabled.
Yes. Where enabled for your workspace, you can connect Google Calendar, select the appropriate calendar, and keep supported appointment activity synchronized with your business calendar workflow.
Luntive can help prepare editable AI-assisted email drafts for staff to review and send. Configured reminders, follow-ups, and review-request emails can also run automatically where enabled.
You do not need to change your business phone number. You can keep your existing number with your current phone provider and forward calls to Luntive, or use the Luntive number directly for incoming business calls.
Eligible current configurations may support English, Latin American Spanish, and Arabic. Availability depends on the workspace configuration and current setup.
No. The multilingual capability currently applies specifically to Luntive AI Voice. The Luntive marketing site and application should not be described as fully multilingual unless that changes in the future.
It depends on the configured workflow. Some communication — such as AI-assisted drafts — requires staff review before sending. Configured automations such as reminders and follow-ups can run automatically when enabled. Your team controls which workflows are active and can step in at any time.
Security & Data
Understand how Luntive approaches data protection, reliability, and human oversight.
Luntive uses established cloud infrastructure and security controls designed to protect business data. Client records, leads, appointments, and communication history are scoped to the applicable business workspace, and the platform is designed to keep each business's data isolated from other Luntive customers.
No. Luntive is focused on front-office coordination such as leads, appointments, communication, and AI-assisted office workflows. You are not required to upload documents such as tax returns, financial statements, or client intake paperwork to use Luntive's five AI agents.
Luntive runs on established cloud infrastructure and is designed to support your existing business operations rather than make you completely dependent on the platform. During an interruption, your staff can continue handling normal workflows directly outside Luntive where applicable. Luntive does not guarantee uninterrupted service or automatic failover for every workflow.
No. Luntive is designed to assist your business team rather than remove human oversight. Staff can review applicable activity and communication in the workspace, remain responsible for judgment and business decisions, and step in where the configured workflow supports human involvement. Some configured workflows can still operate automatically.
Billing & Plans
Learn how plans, usage, billing, and cancellations work.
Office Actions are the usage units for supported AI Office work and outbound email activity. Each plan includes a monthly Office Action allowance shown on the pricing page and in workspace usage.
AI Voice Minutes measure the time your AI Receptionist spends handling calls. Each plan includes a monthly allowance shown on the pricing page.
Your workspace shows usage and allowance status in billing settings. When an allowance is reached, affected AI Office work may be unavailable until the next billing period or a plan or usage change is applied.
Standard plans can be managed through the billing portal, including cancellation. A cancellation normally takes effect at the end of the current billing period; Custom Industry arrangements follow their agreed commercial terms.
Custom Industry starts with a review of your business and workflow. Luntive can then determine the appropriate configuration, allowances, and commercial terms rather than treating every request as instant self-serve setup.
The guarantee covers eligible incoming calls correctly routed to Luntive during your first 30 days of active service, within your plan's included usage. If a call goes unanswered, flag it to us. We'll check the available call logs, and if Luntive missed an eligible call, we'll refund your full first month's subscription fee. Calls that never reach Luntive because of incorrect customer-side forwarding, calls abandoned before connection, and calls beyond your included usage are not covered.