Referred prospects call once. If they reach voicemail, the referral quietly dies. A discreet AI Employee that screens inquiries and books qualified prospects with your advisors.
Answers referral and inbound inquiries with a discreet, professional tone
Screens for asset range and planning needs against your minimums
Books introductory meetings into advisor calendars
Handles client service scheduling and routine logistics
Referral source
Planning need
Asset range
Timeline
Referrals reach a person-like experience every time
Advisors meet prospects who fit the practice
Client service requests routed without delay
AI Receptionist — answers every call 24/7, qualifies the caller and books live.
AI Scheduler — confirmations, reminders and reschedules so the calendar stays full.
AI Follow-Up Employee — calls and texts new leads within minutes, revives cold ones.
AI Email Employee — replies in your voice, sends real availability and books from the thread.
AI Marketer — drafts posts and campaigns for your market, held for your approval.
AI Insights Employee — reports calls answered, appointments booked and revenue recovered.
You keep your published business number. Calls forward to your AI Employee under the rule you choose — every call, unanswered calls, overflow or after-hours only.
It answers 24/7 with no hold queue, handles concurrent callers, books into your live calendar, and writes the contact, notes and outcome back to your CRM.
Emergencies and callers who ask for a person are warm-transferred under rules you define.
Book a walkthrough at https://www.presspurpose.ai/booking and we will map your call flow, your booking calendar and your CRM before anything goes live.
Press Purpose AI — AI Employees that answer the phone, book the appointment and update your CRM, 24/7.
No. It handles screening and scheduling only, and defers every advice question to a licensed advisor.
Yes, tactfully — with a referral path for prospects below the threshold.
Yes. Tone, pacing and script are tuned to a discreet, professional standard.