AI agent
Answers. Qualifies. Books the appointment.
The AI agent in FinSuites answers enquiries on WhatsApp, web chat, SMS and phone. With your knowledge, in your tone, around the clock. It qualifies, books appointments straight into your calendar and hands over to your team as soon as it gets personal.
What is inside
A team member who never sleeps
Answers questions about offer, prices, process and availability based on your website, documents and FAQ. No script, a real conversation.
The agent checks free slots in your calendar, proposes them and enters the appointment. Confirmation goes out automatically.
Asks the questions you define, stores the answers as fields on the contact and sets tags. Your team only talks to prospects who fit.
Answers calls, handles questions, books appointments and summarises the call on the contact. For missed calls and outside office hours.
When unsure, on request of the customer or for defined topics the agent hands over to your team, with a summary of the conversation so far.
You set salutation, tone, boundaries and goals. The agent stays within them and does not invent commitments.
In detail
How the agent works in your daily business
Enquiry at 11 pm, appointment at 11:02 pm
Most enquiries arrive when nobody is at the desk. The agent replies instantly, clears the key questions and books. In the morning the appointment is in the calendar, with a summary.
The agent learns from your material
Website, price list, FAQ, proposal documents: you give the agent your knowledge, it answers from it. You update new content without rebuilding the agent.
Seamless to the team
The agent is not a bot at the end of the chain but a user in your inbox. Your team sees every conversation, steps in at any time and takes over with one click.
The AI agent is an optional add-on from $70 per month in two tiers ($70 and $129), available in every plan. Conversation volume is billed via your credits. Details on pricing and usage
Part of one system
Closely connected to this
FAQ
Common questions about the AI agent
Does the agent make things up?
It answers from the sources you provide and within the boundaries you set. What it does not know, it passes to your team. We recommend reading all conversations in the first weeks and sharpening the knowledge base.
Do customers notice they are talking to an AI?
Your call. We recommend transparency: the agent introduces itself as a digital assistant. That builds trust and lowers expectations for edge cases.
What does the agent cost?
From $70 per month (tier 1) or $129 (tier 2, with voice AI and extended features). Conversation volume is billed by usage via your credits.
How long does setup take?
A simple agent for web chat and WhatsApp with booking is up in an hour. Voice AI and complex qualification we set up with you in the setup call.
Is this GDPR-compliant?
The agent processes data inside FinSuites as a processor. The AI providers used are in the subprocessor list. We recommend a review of your specific use by your data protection officer.
Ready?
The agent is on duty tonight.
Start for free, book the add-on and let the agent answer your first enquiry.