AI Receptionist
Answer every prospect and client call, day or night, so no referral reaches voicemail while you're in a meeting.
Before
Calls during client meetings go to voicemail; referred prospects move on to the next advisor.
After
Every call answered on the first ring, screened, booked, or routed — with investment questions flagged for the advisor, never answered by the AI.
What it handles
- Answer inbound calls 24/7 and greet in English or French
- Screen prospects on referral source and what they need
- Book introductory meetings into the advisor's calendar
- Log every call, outcome, and flagged question to the CRM
When it hands off to a human
Transfers to a human on request, for upset clients, and for any question about investments, markets, returns, or products — those are never answered by the AI.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Will it ever discuss my clients' investments?
No. That's a hard rule, not a setting. The AI schedules, collects information, and routes. Anything about markets, products, returns, or portfolios goes straight to you.
Does it answer in French and English?
Yes — it detects the caller's language and responds in French or English, with Québec French for Montréal.
Does the caller know it's an AI?
Yes. It discloses that it's an AI assistant up front, per our compliance rules.
Can it tell prospects from existing clients?
Yes — it checks the caller against your CRM and follows a different script for each: prospects get screened and booked, clients get routed or scheduled.
Which CRMs does it connect to?
Wealthbox and Salesforce out of the box, plus Calendly and Google Calendar for booking.
Last updated: July 2026