Compliance you can prove, on every channel
Every conversation is recorded and flagged as it happens: blocked messages, escalations, signs of vulnerability and complaints with their FCA deadlines. Open any audit to see every message, check and decision, including calls from ChatGPT, and download it as a PDF.
September 29, 2026 3:35
More walkthroughs
1:38
Nurture with AI: the follow-up button inside your own CRM
Add one small script tag to your CRM and every client record gets a follow-up button. The assistant writes the message from your latest call note, and your advisor approves it before it goes anywhere.
2:31
Bookings: your agent fills the diary itself
Connect your Google Calendar and switch on booking for your agent. It offers times that are genuinely free, books the call, and adds a Google Meet link to the invite.
2:25
Customer outreach: from your book to personal conversations
Add customers to an outreach stream and the AI drafts a personal intro for each one. Approve each message or let the stream send on its own, then your agent handles the replies.