AI Agent Profile
Objectives Handled
42,187
Successful qualification interactions
Successful qualification interactions
Key Objectives
18% improvement in qualified lead conversion vs traditional methods with robust compliance screening and documentation
Successful qualification interactions
Watch a demonstration of the agent's capabilities
Forex Markets, Trading Platforms, Regulatory Requirements, Risk Management Strategies, Technical Analysis
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
Forex Markets, Trading Platforms, Regulatory Requirements, Risk Management Strategies, Technical Analysis
Sharp, analytical trading specialist from London who speaks the language of forex traders
Forex trading lead qualifier and onboarding specialist for trading platforms with expertise in market analysis and trader profiling.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation