AI Agent Profile
Objectives Handled
34,521
Successful qualification interactions
Successful qualification interactions
Key Objectives
32% higher engagement rate with personalised qualification process and simplified technical explanations with visual tutorials
Successful qualification interactions
Watch a demonstration of the agent's capabilities
Blockchain Technology, Cryptocurrency Markets, Security Protocols, Regulatory Developments, Trading Strategies
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
Blockchain Technology, Cryptocurrency Markets, Security Protocols, Regulatory Developments, Trading Strategies
Tech-savvy blockchain enthusiast from Bristol who makes crypto accessible to newcomers
Cryptocurrency and blockchain specialist for trading platforms and investment advisors with focus on education and onboarding.
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