24/7 Support For Financial Advisors
Recepta.ai answers every call for your advisory firm. We handle prospect inquiries, capture meeting requests, and schedule calls so you can stay focused on strategy and client portfolios.
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Incoming calls
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Trust starts with a professional first impression.
Prospective clients are often cautious and selective when reaching out. Recepta.ai ensures calls are answered promptly and consistently, building confidence from the very first interaction.
of customers expect a prompt reply to a sales question
of lead generation budgets are wasted on leads who are never contacted
of marketing leads never convert into sales
of customers who receive excellent service spend up to 14% more
From missed calls to booked strategy sessions
Recepta.ai gathers basic financial goals, timeline, and fit indicators according to your guidelines, then books discovery calls or meetings directly onto your calendar.
Stay focused on your clients’ plans. We’ll manage new inquiries.
Instead of stopping review meetings to answer calls, let Recepta.ai handle intake. We prioritize the right prospects and make sure existing clients always reach a helpful agent.
Book a DemoEngage high‑intent leads with 24/7 Chat & Text
Many prospects research advisors after hours. Recepta.ai engages them in conversation, answers high‑level questions from your script, and gets discovery meetings booked before interest cools.
Book a DemoBook a Consultation
Enhance customer experience with round-the-clock support. Flexible features and pricing fit businesses of any size.
Frequently Asked Questions
Got questions? We’ve got answers
Recepta.ai blends AI with trained human receptionists, so you get the best of both worlds. The AI handles routine questions and workflows instantly, while humans step in for nuance, complex situations, and high‑value conversations. Every interaction follows your custom scripts, is logged in a structured way, and can trigger follow‑ups — so you get consistency, speed, and scalability without losing the human touch.
Not at all. You can create your receptionist in minutes by walking through a simple onboarding flow: tell us about your business, upload or build your scripts, set routing rules, and connect your calendar. From there, we’ll test everything with you and go live when you’re ready — no developers required.
Recepta.ai is designed to plug into the tools you already use. You can connect calendars, CRMs, help desks, and other systems so calls, messages, and bookings automatically show up where your team works. During onboarding, we’ll help you configure the right integrations and workflows for your specific stack.
We support English by default, and many teams also use Recepta.ai with bilingual scripts and Spanish‑speaking staff. If you need Spanish or other languages, let us know your requirements during onboarding and we’ll walk you through what’s possible for your account and plan.
When our AI detects that a caller or chatter needs something more nuanced, it seamlessly hands off to a human receptionist following your playbook. If the issue requires your internal team, we’ll route the call, schedule a follow‑up, or take a detailed message based on your rules. The goal is simple: no dead ends, no bots pretending to know what they don’t — just a smooth path to a real person when it matters.