Calling · Coming next
An after-hours AI receptionist with firm limits (roadmap)
Intake and approved FAQs only. Never investment advice.
On the roadmap. Not in the product yet.
How it works
We are building an AI receptionist for the hours when nobody is at the desk. It is not available yet. It will say it is an AI at the start of every call, take the caller's details, and answer only the questions you have approved, such as office hours or documents needed for account opening.
It will never recommend securities, give price targets or take trade instructions, because in India that is work for a registered person.
What's planned
- Says it's an AI at the start of every call.
- Answers only questions you approve, such as documents needed or office hours.
- Never recommends securities, gives price targets, or takes trade instructions.
- Caller can ask for a person at any time; every AI call is recorded and transcribed.
Questions about after-hours ai receptionist
Can the AI receptionist give investment advice?
No. It is designed to refuse investment advice, price targets and trade instructions, and to hand the caller to a registered person instead.
Is the AI receptionist available now?
No. It is on the roadmap. Today, calls outside business hours become callbacks.
Related features
- Browser calling: Visitors click Call and talk. No app, no number to type, desktop or mobile.
- Rings your mobile: If the agent isn't at the dashboard, the call goes to their verified mobile.
- Two-question intake: Name, mobile, new or existing client, and topic. Optional OTP to stop spam.
- Agent console: Who's calling, from which page and campaign, before the agent picks up.
- Widget that matches your site: Your label, colours and placement: header, floating, or inline on a page.
- Routing by page and topic: The IPO page rings the IPO desk. The research page rings research sales.
- Callbacks with a deadline: Missed calls become callback tasks with an SLA countdown and escalation.
- Compliance-grade recording: Per-department rules, tamper-evident hashes, retention and legal hold.
- Lead inbox and attribution: Every call, miss and callback is a lead with page, referrer and UTM tags.
- All features
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.