AI Call Handler
Meet Sarah — an AI receptionist built by FINSERAI for a fictional financial advisory firm. She handles calls naturally, books appointments, answers FAQs, takes messages, and escalates when needed.
FINSERAI Voice Agent
Ready to call
Sarah
AI Call Handler — Meridian Wealth Advisors
The scenario
You're calling Meridian Wealth Advisors, a fictional UK financial advisory firm. Sarah is their AI receptionist. Try these conversations:
New client
"Hi, I'm looking for help with my pension and retirement planning"
Book appointment
"I'd like to book an appointment with a financial adviser"
Existing client
"Can I speak to my adviser? It's about my investment portfolio"
Complaint
"I'm not happy with the service I've received"
Appointment Booking
Collects name, email, phone, preferred time, and reason for visit. Confirms all details before finalising.
FAQ Handling
Answers questions about services, fees, location, opening hours, and complaints process naturally.
Natural Conversation
British English, natural pauses, empathetic responses. Handles upset callers, confused questions, and sales calls.
Escalation & Messages
Takes messages with urgency levels, promises specific callback timeframes, and escalates bereavement or fraud cases.
Want this for your firm?
We build custom AI phone agents trained on your services, team structure, and booking system — with real calendar integration and CRM sync.
20 Mins That Could Save You ThousandsTechnology & Integrations
How It Works
ElevenLabs Conversational AI
Real-time voice synthesis and speech recognition. Natural British English with appropriate pauses, empathetic tone, and conversational flow.
WebRTC Audio Stream
Direct browser-to-cloud audio connection — no server relay needed. Low latency for natural back-and-forth conversation.
Structured Data Capture
Extracts booking details, caller information, and enquiry type during natural conversation — no rigid form-filling experience.
Escalation Logic
Automatically detects complaints, bereavement, and fraud scenarios. Escalates with appropriate urgency and takes detailed messages.
What It Connects To
Cal.com / Calendly
Book appointments directly into the firm's calendar
Twilio / SIP Gateway
Connect to real phone systems via PSTN for inbound calls
CRM Integration
Push call summary, caller details, and outcomes to client records
Resend / Twilio SMS
Post-call confirmation emails or text messages
Microsoft Teams
Route escalations and messages to the right team member
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