Sterling Ridge Wealth Advisors
AI Receptionist Demo
Calls
Every voice & chat conversation, searchable with transcripts
Demo data — resets nightlyTotal Calls
035.0%
Across voice agents
Answered
0%1.3%
Picked up before ring two
Average Call Length
0s1.3%
Per handled call
Consultations booked
035.0%
40% conversion
Call log
Click a row for the recording, transcript & extracted details
| Caller | Reason | Outcome | Agent | Mood | Length | Time |
|---|---|---|---|---|---|---|
Sarah Thomas +1 (555) 018-0347 | New account opening | booked | Sterling Web Advisor Chat | 6m 24s | 13m agoAfter-hours | |
Stephanie Jackson +1 (555) 012-6401 | 401(k) rollover | info | Sterling Client Desk AI | 4m 22s | 27m agoAfter-hours | |
Rachel Davis +1 (555) 019-4787 | 401(k) rollover | booked | Sterling Web Advisor Chat | 4m 30s | 37m agoAfter-hours | |
Wei Harris +1 (555) 016-9107 | Portfolio review | quoted | Sterling Client Desk AI | 5m 15s | 37m agoAfter-hours | |
Omar Davis +1 (555) 010-7460 | Tax planning question | quoted | Sterling Client Desk AI | 4m 38s | 4h agoAfter-hours |
Calls by Agent
Calls handled by each AI agent
5calls
- Sterling Client Desk AI360%
- Sterling Web Advisor Chat240%
- Sterling Client Desk AIAI Client Associate
- Sterling Web Advisor ChatAI Chat Assistant
Calls by Hour
Today's calls by hour — after-hours calls still get answered
Calls by Day
Calls vs consultations booked