Sterling Ridge Wealth Advisors
AI Receptionist Demo
Settings
Agent configuration, greetings and routing rules
Demo data — resets nightlyBusiness profile
How the AI receptionist identifies your business
Sterling Ridge Wealth Advisors
America/New_York
Phone numbers
+1 (555) 018-6768
Main line+1 (555) 012-5172
Bookings+1 (555) 012-9837
After-hoursBusiness hours
Calls outside these hours get your after-hours greeting
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
Saturday10:00 AM – 1:00 PM
Sunday10:00 AM – 1:00 PM
AI greeting script
The opening line every caller hears, in your business's voice
“Thank you for calling Sterling Ridge Wealth Advisors. I can schedule advisor consultations, handle service requests, and answer account questions — I never give investment advice. How may I help?”
Transfer rules
When the AI hands a conversation to your team
Investment advice requestedWarm transfer to licensed advisor (compliance rule)
Wire over $10,000Route to operations with verbal verification
Caller asks for a humanTransfer to client service desk
Notification preferences
Where call summaries, bookings, and urgent alerts are delivered
Settings are read-only in this demo — your live console is fully editable.