Voice AI
Outbound onboarding calls for a conveyancing firm
An outbound voice agent that calls new clients, verifies them and walks them through their onboarding documents.
Overview
A conveyancing firm onboards thousands of clients a year. Each new client has to be called to check they've received their documents and know what to complete.
The voice agent makes those calls. It confirms it's speaking to the right person, then explains what the client needs to do and answers their questions.
What was delivered
- Places the call and confirms it's speaking to the named client
- Verifies identity with date of birth before discussing the matter
- Checks whether the client can access their onboarding documents
- Breaks the paperwork down into the key items: client questionnaire, ID and AML check, and the source of funds request
- Explains the source of funds check in plain words when the client asks
- Handles objections calmly and notes the client's preference for the team
Call recordings
Press play to listen. Each recording you play earns 40 XP.
The agent calls a new client, checks her identity and explains which documents matter most.
Tech stack
- Voice AI agent
- Outbound telephony
- Speech to text
- LLM
- Text to speech
The hardest problem
Boss
A client who won't share financial details
HP 0 · Defeated
Halfway through, the client refuses the source of funds check. The agent doesn't argue or skip it. It explains that the check is required under anti-money laundering rules and records the client's concern for the team to follow up.
Results
- Outboundagent places the call
- ID firstverified before any details
- 3key documents explained
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