Yes, with care: it explains products in plain language inside the wording you approve, collects the facts an adviser needs, and hands over to a person for anything that would be advice.
Set it up with care
Keep the agent to product explanations and approved wording, tell it to hand over to a person for anything that would be personal advice, and review transcripts. The agent only answers from the knowledge you approve and says when something isn't covered.
The problem it solves
- Most enquiries arrive in the evening and wait until morning
- Products are complex, so visitors leave rather than ask
- Advisers lose time on calls that aren't ready
What the agent does
- Explains products in plain language, inside the wording you approve
- Collects the facts an adviser needs before the call
- Books adviser time or hands a warm, summarised lead to the team in the morning
What it can show beside the conversation: Product explainer, Eligibility checklist, Fees and charges, Adviser profiles, Book a call.
An example conversation
An illustrative example, not a real customer conversation.
What to measure
- Out-of-hours enquiries handled
- Adviser calls that convert
- Cost per qualified enquiry
Related
Financial services are regulated. Agree the agent's wording, knowledge and hand-off rules with your compliance team before going live. This page is general information, not legal or regulatory advice.