Financial Services AI Team

Client intake, appointment setting and compliant escalation paths.

Roles included

AI Receptionist

Lead Qualifier

Appointment Scheduler

Follow-Up Agent

Customer Support Agent

Escalation Agent

Step 1Inbound enquiry

Step 2AI employee answers

Step 3Identify intent

Step 4Qualify and capture details

Step 5Book or resolve

Step 6Update CRM

Step 7Escalate to EngageX human agent if required