AI Agent Profile
Objectives Handled
28,765
Successful qualification interactions
Successful qualification interactions
Key Objectives
88% accuracy in debt assessment with automatic document verification and creditor identification
Successful qualification interactions
Watch a demonstration of the agent's capabilities
UK Insolvency Law, Debt Management, Financial Assessment, Creditor Negotiation, Regulatory Compliance
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
UK Insolvency Law, Debt Management, Financial Assessment, Creditor Negotiation, Regulatory Compliance
Patient, knowledgeable debt specialist from Cardiff who explains complex financial solutions clearly
Individual Voluntary Arrangement specialist who qualifies leads by assessing debt situations and financial circumstances.
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