Sanlam Studios built an AI financial coach with Voiceflow that educates users and drives leads by offering personalized financial guidance and seamless advisor handoffs.
Read the Sanlam storyHow it works
How your agent works a lead end to end
One real inquiry, four steps, each shown as the real conversation: pull live data, take the action, bring in a human with context, and stay inside policy.
The agent engages the moment a lead lands, asks the qualifying questions in plain language, and never leaves a form unanswered overnight.
See how these agents are built
Qualification answers land in the CRM as structured fields on a new or matched record, not a transcript someone has to mine.
See how these agents are built
Qualified buyers get a live handoff or a booked meeting on the spot, with everything the rep needs already in the record.
See how these agents are built
Consent language, regulated-product rules, and do-not-ask lists are enforced in the flow, so qualification never crosses a line.
See how these agents are built
Omnichannel
Wherever your customers are
The same agent, the same answers, on every channel your customers already use.
The channel that converts
Qualification continues in the thread the lead actually answers.
The inbound line
Calls answered instantly, qualified, and routed while the caller is live.
45%
Offer-to-lead conversion
Inbound spikes
Built for campaign-day volume. Certified for prospect data.
Production volume, and the certifications to run it on regulated data.
99.95
%
Agent uptime
50
ms
Voiceflow latency
300
K
Messages per minute scale
Works with the sales stack you already run.
Voiceflow hands off to your human team with the full conversation, so nobody asks the customer to start again.
There is no migration project. Voiceflow sits on top of the CX stack you already run, and speaks to anything else through the API.
Most teams are live on their existing CRM the same day, with routing rules unchanged.
Frequently asked questions
How does it decide what a qualified lead is?
Your rules. The agent asks the questions your team defined, scores against the same criteria, and routes by the same territories and ownership rules your CRM already encodes.
Will reps trust the handoff?
The rep gets a filled record and the full conversation, not a raw form. The lead has already said what they need, so the first human touch starts in the middle, not at hello.
What happens to leads that are not ready?
They are tagged and nurtured instead of dropped: the agent captures the real blocker and the right follow-up time, and writes both to the record.