Sterling Ridge Wealth Advisors
AI Receptionist Demo
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Demo data — resets nightlyCalls Waiting
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Agents Available
0
AI lines open
Answered Fast
0%
Answered within 20s
Sent to a Human
0%
Passed to your team
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Calls in progress across every AI agent
2 active
Hannah Hall
Naperville, IL
03:24
Advisor consultationpositive
May need a humanMed
AI: Absolutely, I can take care of that right now. Can I get your name?
3 messages • Sterling Client Desk AI
Hannah Chen
Naperville, IL
05:23
Advisor consultationpositive
May need a humanLow
AI: I'm sorry you're dealing with that — let's get it handled. Can I have your name and location?
3 messages • Sterling Client Desk AI
Why calls go to a human
What makes the AI pass a caller to your team
27sent to human
- Complex pricing933%
- Requested human415%
- Angry caller726%
- Compliance question726%