AI agents for routine financial-services calls — identified, escalated, and auditable.
gptagent runs managed AI voice agents on your routine inbound — account questions, verification, payment reminders, after‑hours — with clear disclosure, escalation to a human with full context, and a complete audit trail on every call. Built to support your compliance controls, not replace them.
Runs through your telephony and core systems · disclosure by default.
Your customers pick up, hear a voice they don't trust, and hang up.
Financial callers have been trained to treat an unidentified automated voice as a scam. At the same time, routine inbound — balances, verification, reminders, FAQ — keeps growing, and sampling 2% of calls for QA no longer satisfies your controls. The answer isn't a faster bot. It's an agent that identifies itself, stays inside your rules, hands off to a human when it should, and leaves a record you can audit — so routine volume gets handled without adding trust or compliance risk.
Routine tier‑1 only — the rest escalates.
The differentiator for regulated calls.
Disclosure by default
The agent identifies itself as an AI assistant — no fake keyboard clicks, no pretending to be human.
Escalation with full context
Anything sensitive, disputed or out‑of‑policy goes to your agent with the whole conversation — never a dead end.
Auditable, not improvised
Full transcripts, tags and QA scores on 100% of calls — a record you can review. The agent works from your approved scripts and data; it doesn't make things up.
Your controls, your rules
The agent runs inside the policies you set. gptagent supports your compliance program — it doesn't replace your compliance function, and makes no regulatory guarantees on your behalf.
Trust first, then scale, then cost.
Trust & control
- Identified, consent‑aware, on‑script — designed to fit regulated inbound.
- 100% of calls under QC and a full audit trail, not a 2% sample.
- Escalation with full context for anything the agent shouldn't handle.
Scale & reliability
- Many concurrent agents absorb routine volume, peaks and after‑hours.
- Runs through your telephony and core / CRM systems.
- Agents self‑improve — Primary / Challenger versions, safely.
Economics
- Priced per use, everything included — you pay for what the agent handles, not per seat.
- Predictable per‑minute cost, sized to your flow in the contract.
Inside your rules, end to end.
Handle
Routine tier‑1 inbound on your approved scripts, with disclosure.
Verify & act
Identity/verification and routine actions inside your rules.
Escalate
Anything sensitive or out‑of‑policy to a human, with full context.
Record & report
Transcripts, tags, QA scores and an audit trail into your controls.
Pay for what the agent handles — everything included.
No per‑seat fees. You pay per minute for the calls the agent handles, model and telephony included, and we size the exact price to your flow in the contract. Start with a pilot on a routine, low‑risk slice of your inbound.
A pilot on a routine, low-risk slice.
We start where the compliance risk is lowest — routine, disclosable inbound — tune the agent to your scripts and controls, and show you the transcripts, QA and audit trail on your own calls.
Book a pilot