How to set up a bot for your Investments & Brokerage products and prices

The ready-made Investments & Brokerage bot ships with sales skills and industry expertise — but your products, prices, and terms are your own. Tuning it to your catalog takes little time and needs no developer.

What to load into the bot

The catalog: items, specs, availability.
Prices and terms (installments, delivery, warranty).
Company facts and your value proposition.
Common questions and the right answers.

Then — keep enriching

As new customer questions come in, you add them to the knowledge base — the bot gets sharper every week.

How to set up the bot for Investments & Brokerage so it actually sells

Set up risk-profile and time-horizon discovery — the agent recommends the right vehicle.
Define the consultation boundaries: no specific investment advice or return guarantees in chat — the agent stays in safe, compliant territory.
Add a block that eases the fear of risk and leads to the consultation — the lead doesn't go cold.

Which systems can the bot connect to

Bitrix24, SalesDrive, 1C — and any other CRM
Telegram, Instagram, and other messengers

Who this matters to most

A new or experienced investor choosing a vehicle for their goals, horizon, and risk profile. Fears risk and complexity, books a consultation with an advisor.

What it looks like in a conversation

9:41

Anna · AI sales agent · Investments & Brokerage

online

Hi! I'm Anna, an AI sales agent. How can I help?14:34

I've heard you can lose everything in the market. Is that true?14:35 ✓✓

There is risk — that's the honest answer. Which is exactly why we start by defining your risk profile: a conservative investor gets a completely different set of instruments than an aggressive one. Government bonds and investment-grade corporate bonds, for example, have historically been far less volatile than stocks. Tell me your time horizon and what matters more — preserving capital or growing it? That helps me suggest something concrete.14:36

Message

FAQ

Is an AI sales agent a fit for the Investments & Brokerage niche?

Yes. It's a ready-made salesperson for Investments & Brokerage with built-in sales skills and industry expertise — you train it on your products, prices, and company facts.

How much does it cost and how do I pay?

A one-time purchase of the bot plus pay-as-you-go AI usage. No subscription fee for idle time.

Which channels does it work in?

Telegram, website chat widget, WhatsApp, Instagram — one bot in every channel at once.

A ready-made AI sales agent for Investments & BrokerageDeploy in an hour — it sells over chat 24/7.

Get this agent