Lorikeet
for MYOB SME
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Built around what MYOB Business customers actually call in about — saving a cancellation with the right-sized plan, moving a company file online, and helping new prospects pick the product that fits. The agent asks, listens, recommends, and takes the action.
Click a pill above to copy a question, then paste it into the chat. Or just open the widget and ask in your own words.
Same brain, on the phone. Speak to the agent live — lodge a claim, ask about pre-approval, sort your billing.
Call +61 468 016 415AI support that understands MYOB Business plans, AccountRight files, STP payroll, subscription tiers, and the difference between a customer who wants to leave and a customer who needs the right plan.
Looks up the account, spots the mismatch between the plan someone's paying for and the plan they actually use, and offers a right-sized migration on the call. Only quotes savings the tool returned — never invents.
Walks through the AccountRight upload flow, confirms subscription tier (Plus = 1 online file, Premier = 2), checks the serial matches, and only fires the upload once the customer confirms.
Discovery first — business type, employees, invoicing, payroll — then recommends ONE MYOB product with reasoning. No tier-menu dumps. Ends with a signup link to the right place.
Every destructive tool (downgrade, upload, product signup) is gated behind an account lookup, a quote-back of one identifying detail, and explicit customer confirmation. Never writes blind.
On voice: one question per turn, spelled-back email confirmations once, whole-dollar figures, no serial numbers or reference codes read aloud, natural 2-3 beat pacing so callers can break in.
Once the customer's email or account is verified in one flow, the agent doesn't re-ask when they pivot to a new topic. Trust dies on turn two — the agent doesn't waste it.
Grounded in MYOB Business + AccountRight support content, wired around the 3 hero flows.
Pulled help articles from myob.com/support/myob-business so the agent grounds its answers in your real product copy. Handful of fact-checked manual articles fill the gaps.
Router + 3 topic-matched Response workflows — save cancellation, move company file online, new-customer product recommendation. Router hands off via display-name mentions; no smallTalk workflow to hang up mid-task.
Seven mock tools — account lookup, plan-fit checker, downgrade, company-file status, file upload, product recommendation, signup-email. Every write tool gated behind an auth quote-back and explicit confirmation.
Pricing guardrail with a DO-NOT-FIRE list for plan comparisons and tool-returned savings. Off-product steering (Xero, QuickBooks). Weak-uncertainty steering. All STEER, never escalate.
From this demo to production in weeks, not months.
Replace mock tools with the real MYOB Business API — live account records, actual plan usage stats, the real product catalogue, and the real signup flow. Tune against production tickets.
Account lookup, plan comparison, company-file status, product recommendation — the agent answers and triages without writing anything in production.
Downgrade a plan, kick off the online-file upload, send the right signup link, apply retention offers. Enable progressively once you've validated read-only.
Voice via Genesys, chat in the MYOB support portal, SMS — same workflows, same brand voice. Customers reach you on whichever surface they're on.
Cancellations that could have been resolved with the right plan get resolved. The agent runs the discovery, does the maths, and offers the migration in one call — not after a queue transfer.
"Can you help me put my file online?" is a walk-through, not a queue. The agent guides the customer through it end-to-end with the tier-appropriate limits and a real upload confirmation.
Prospects call in, get asked 3 short questions, and leave with ONE clear recommendation + a buy link. No tier menu dumping. Fewer refunds because someone bought the wrong tier.
One question per turn. Names + emails spelled back once and locked. Whole-dollar figures. No serial numbers read aloud. Cadence in 2-3 beats. Reads like a person, not a bot on speakerphone.
Once the customer is verified, the agent doesn't re-ask when they pivot. Save-the-cancellation → move file online → recommend an add-on flows through as one conversation, not three.
Customers talk to "MYOB" — they never see "powered by Lorikeet" unless you want them to. Voice, tone, and copy match the MYOB brand guidelines you write once.
Happy to walk through how this works in production and answer any questions.
Talk to the team