Turn inquiries into booked consultations
ChatAgentix answers prospect inquiries instantly, qualifies the opportunity, and books consultations onto your calendar — staying strictly within the boundaries you set, with a clean handoff to a licensed professional.
- Answer prospect inquiries 24/7
- Qualify by need, timeline, and fit
- Book consultations onto your calendar
- Stays on-script; hands off to a licensed pro
Try website chat free · Compare plans and limits
From inquiry to booked consultation
Answers instantly
Picks up every prospect call, text, and web inquiry in seconds.
Stays on-script
Answers general questions within the boundaries you set — no specific advice.
Qualifies the opportunity
Captures need, timeline, and fit to route to the right professional.
Books the consultation
Schedules onto the right advisor’s calendar with confirmations.
Logs it to your CRM
Writes the contact, intake, and notes automatically.
Hands off cleanly
Routes to a licensed professional with full context whenever needed.
Financial-services questions, answered
- Will it give financial advice?
- No. It’s configured to stay within the boundaries you set — answering general questions, qualifying, and booking — and routes specific advice to a licensed professional.
- How does it stay compliant?
- It works from your approved script and guardrails, never invents details, and hands off to a person whenever a topic requires it.
- Does it qualify prospects?
- Yes. It captures need, timeline, and fit, then routes to the right advisor and books a consultation.
- Where does the data go?
- Conversations, intake, and bookings are logged securely to your connected systems.
- Which financial businesses is it for?
- Advisors, insurance, lending, and accounting — it’s tuned to your services, audience, and boundaries.
- How long does setup take?
- Most firms are live in minutes — connect your number and calendar, set your script and guardrails, and it’s ready.
- What should I check before paying for an AI receptionist?
- Test your own opening hours, service questions, booking rules and handoff instructions. Compare the current plan's included text messages and voice minutes separately, and check paid integrations or industry modules before upgrading. The free website-chat allowance is not a free production phone plan.
- Can I keep a person in control?
- Yes. Configure what the agent may answer or do, when it should escalate, and who should review requests. Test those rules before launch. An agent cannot approve an exception or promise a booking just because a customer asks for it.
- Will it work with my current calendar and business tools?
- Check the integrations page for your actual provider, then connect and test it. A conversation demo is not proof that your calendar, phone number or payment account is connected. Booking and payment actions require the appropriate setup and permissions.
- What information should I put in the agent's knowledge base?
- Start with approved services, prices, opening hours, service areas, cancellation policies and escalation contacts. Keep it current, and do not add passwords, payment-card details or unnecessary sensitive customer information. Regulated businesses should review their privacy, contractual and access-control requirements before launch.