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Use case · Advisory and financial service teams

Collect the request and leave financial judgment to people

An hiify.ai agent can answer factual product and process questions from approved sources, collect contact and meeting context, and book a qualified professional. It does not provide financial advice.

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From first hello to handoff

The whole conversation, made explicit.

Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.

01

Incoming moment

A client or prospect calls with a product, service, or appointment question.

02

What the agent understands

  • The requested service, meeting purpose, timing, and contact details
  • Factual product, fee, and process information in approved sources
  • Whether the question requires a qualified or licensed person
03

What it can do

  • Search approved product knowledge
  • Book a meeting through a connected scheduling provider
  • Save a CRM contact or transfer to the configured team
04

Human handoff

Recommendations, suitability, regulated disclosures, account-specific decisions, and other advice requests go to a qualified person.

The agent does not recommend products, securities, investments, loans, or financial strategies.

Operational change

What the team gets after the call

Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.

  1. 01

    Controlled factual content

    The agent answers from the product and process material the firm provides.

    Visible in the workflow
  2. 02

    Defined advice boundaries

    The conversation can branch to a person as soon as judgment is required.

    Visible in the workflow
  3. 03

    Prepared meetings

    The scheduled professional receives the caller’s purpose and contact context.

    Visible in the workflow
Example flows

Two ways a financial services call can move

These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.

Meeting request

A prospect wants to discuss a service and asks for an available meeting.

  1. 01

    Understand

    The agent collects the meeting purpose and answers factual questions from approved content.

  2. 02

    Act

    It books a returned slot and saves the contact in the configured CRM.

  3. 03

    Hand over

    A qualified professional handles recommendations and suitability.

  1. Collect meeting context
  2. Answer factual FAQs
  3. Book a meeting
  4. Save the contact
Advice request

A caller asks what financial choice they should make.

  1. 01

    Understand

    The agent recognizes the advice boundary and does not generate a recommendation.

  2. 02

    Act

    It transfers to the configured person or books a qualified follow-up.

  3. 03

    Hand over

    The human receives a short summary of what the caller asked.

  1. Identify advice request
  2. Collect context
  3. Transfer or book
  4. Record the request

Inside the product

A workflow your team can inspect.

The builder makes factual knowledge, booking, CRM capture, and advice boundaries separate, reviewable steps.

hiify.ai · example workflow
hiify.ai builder showing a published front-desk agent with branching knowledge, appointment, and CRM steps
Real hiify.ai product screenshot. Example workspace data is shown.

One buildable path · Meeting request

  1. CollectCollect meeting context
  2. KnowledgeAnswer factual FAQs
  3. AppointmentBook a meeting
  4. CRMSave the contact
Supported tools

Connect the step to the system that owns it

A practical starting set for financial services workflows. Connect only the apps your team uses.

  • Cal.comAvailability, booking, changes
  • HubSpotCRM contact and call context
  • SalesforceCRM contact capture
  • Dynamics 365CRM contact capture
  • TwilioPhone numbers and configured SMS
  • GmailConfigured email action

Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.

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Related industries

Same building blocks, different incoming moments

Compare how another team combines intake, knowledge, connected actions, and human handoff.

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Next step

Build a financial services workflow

Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.

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