Client support that builds trust
Give clients instant answers on services, eligibility, and process — while you focus on complex advisory work.
No credit card required.
Inquiries eat advisory time
The same eligibility and service questions repeat — while complex cases wait.
Eligibility questions repeat
Minimums, requirements, and rates — asked over and over.
Service info is scattered
Clients can't find what you offer and how to apply quickly.
Process confusion
Clients don't know what documents or steps are needed.
A bot that advises for you
Trained on your services and process, your bot qualifies and guides — 24/7.
Service Q&A on autopilot
Offerings, minimums, and rates — answered in seconds.
Client qualification
Screens for eligibility before you spend time on a call.
Process guidance
Walks clients through requirements step by step.
Consultation bookings
Schedules advisor calls automatically based on availability.
Works for
Wealth management, accounting, lending, insurance, fintech
Everywhere
Website, service pages, client portal
Consistency
One bot, one voice, every service
Launch your chatbot in minutes
No coding, no complex setup. Just paste, train, and deploy.
Create your bot
Sign up and create a new chatbot in seconds — no code required.
Train on your content
Paste your website URL and we scrape and index every page automatically.
Customize widget & starter questions
Match your brand colors, set starter question pills, and fine-tune the persona.
Embed and go live
Add one line of code to your site and your 24/7 AI support agent is live.
Loved by businesses worldwide
"Our support tickets dropped by 60% in the first week. Customers love getting instant answers."
Sarah M.
Store Owner
"Setup took literally 5 minutes. The bot knows our policies better than some of our staff!"
James T.
Operations Lead
"We deploy chatbots for all our clients now. The affiliate commissions are a great bonus too."
Linda K.
Marketing Director