Chat Agent
Website chat conversations handled by the AI agent
Demo data — resets nightlySterling Ridge Wealth Advisors Chat Agent
Same jobs as the voice agent — ask anything or book a consultation
Ask me anything
I'm the Sterling Ridge Wealth Advisors chat agent — I answer questions and book consultations, just like the voice agent.
Press Enter to send · Shift+Enter for a new line
What this agent can do
Book a consultation in under a minute
Checks availability and confirms on the spot — no hold music.
Answer questions about 401(k) rollover and new account opening
Grounded in your business knowledge base, not generic answers.
Quote pricing for portfolio review
Instant estimates from your own rate card.
Send confirmations & follow-ups by email
Every booked consultation is confirmed automatically.
Hand off to your team when it matters
Escalates seamlessly with the full conversation attached.
Try asking
Clicking a prompt sends it to the live agent — the reply is generated in real time.
Live session
Messages
0
this session
Avg response
—
measured live
Solved by AI
85.5%
chats finished without staff
Satisfaction
4.5 / 5
how happy chatters were