AI Phone Receptionist
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.
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Sarah
AI Receptionist — 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.
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