Your assets
Chat agent
First response in seconds, across the website, SMS and social, from one place. Most enquiries are lost to silence rather than to a competitor — this is the thing that stops the silence.
Chat agent · demonstration
Scripted. Nothing is sent, booked or stored.
Hi — I look after first enquiries here. What are you trying to sort out?
Reply as the visitor
Where it answers
- The chat widget on your own website
- SMS, including missed-call text-back so an unanswered call becomes a conversation
- Instagram, Facebook and WhatsApp messages, threaded per client
- Every thread attached to the client record rather than stranded in an app
What it does not do
It answers questions and qualifies. It does not assess a scenario or give credit advice, and the escalation rules are yours to set.
This is the asset behind Convert more deals.
See it in your own account
Every capture on this page is the live Finance OS account, not a mock-up. A walkthrough is half an hour in it on your own workflow, and a straight answer on what is built and what is not.