Prospective-client inquiries
Collect contact details, the general service need and the requested next step.
AI receptionist for financial services
Make the first conversation useful without handing judgment to the agent.
Clients and prospects may need scheduling, document-delivery directions or the right member of the team. The agent can clarify the request while leaving advice, account actions and private details inside approved human processes.
Try the live oobCREATIVE AI assistant. Ask how it would handle a call for financial-service firms, request time with someone at oobCREATIVE, or switch to Spanish.
The calls behind the technology
A well-routed call protects both the client’s time and the firm’s responsibility.
The agent handles routine office information and intake while avoiding advice, account decisions and unapproved collection of private financial information.
Appointment requests
Schedule from approved availability or capture a callback request.
Current-client messages
Identify the caller and general purpose, then notify the appropriate person.
Routine office questions
Answer approved questions about services, hours, locations and document-delivery methods.
A job with boundaries
Let the agent handle the repeatable part. Keep judgment with people.
Its job is not to sound human enough to take over. Its job is to be clear, useful and honest about when your team needs to step in.
The agent can handle
- Approved service and office information
- General caller needs and contact details
- Scheduling requests when configured
- Instructions for approved secure communication channels
- Summaries and routing to the right team member
A person handles
- Providing tax, investment, lending or financial advice
- Making transactions or account changes
- Collecting credentials or sensitive financial data in an ordinary call
- Resolving billing, account or compliance disputes
Voice Assistance pricing
Choose the voice plan that matches what should happen after the call.
Voice Assistance is $99/month with 200 voice minutes. Voice Assistance Launch Setup is $149 one time. Voice + Text is $149/month for phone and intelligent SMS using the same approved business information and customer-handling rules. UNBOXED — Complete customer communications — is $199/month across phone, intelligent text, and browser chat. Smart Chat is $59/month and Smart Text is $79/month when voice is not needed.
Built around your business
The agent gets a defined job before it answers a customer.
- Organize the source.We collect the services, questions, answers, language and limits the agent needs.
- Test real conversations.You hear expected and difficult calls before customers rely on the system.
- Launch with a handoff.The agent answers within its role and sends the conversation to the right person.
Questions worth answering
Useful technology should make its limits clear.
Can it answer questions about a client’s account?
Not through the standard setup. Account-specific information and actions require an approved identity, security and compliance process.
Can it give general financial guidance?
No. The agent stays with approved office information and intake. Advice and recommendations remain with a qualified person.
Can it help during busy filing or renewal periods?
It can answer approved routine questions, capture what callers need and organize callbacks. Scope and usage should be matched to expected call volume.
Call it before you buy it
Hear how the agent handles a conversation.
Ask it about oobCREATIVE, describe a call from your business or have it schedule time for you to talk with someone at oobCREATIVE.
Call 970-404-8398
También habla español bastante bien.
Hear all 11 English and Spanish voice samples