AI Concierge joins up your website and the phone - turning the consultant call from an unexpected interruption into an expected conversation.
Request a demo How the call happens Automated engagementCustomer chooses whenPre-call recognitionAI Concierge call Warm transfer to a consultantHigher contact rates, and greater trust built before the sales conversation starts - so consultants spend their time with customers who want to talk.
A smoother journey from website to consultant, with calls at a time they choose - no unexpected calls.
It never sells. It only transfers, schedules or stops - maximising appropriate, consented transfers rather than simply the most transfers.
The ideal call is very short - no discovery and no pitch.
No product, insurer, cover-amount or suitability guidance, even if asked directly.
"Not interested" or "already sorted" ends the enquiry, with no persuasion.
Customers pick the timing online, so when the phone rings it is expected.
Offered only when a consultant is free. The Concierge calls within seconds and transfers straight through.
One-tap suggested times within office hours, optimised to reach customers inside the critical contact window.
See how AI Concierge connects your website to your consultants.
Request a demo