Investments & Brokerage chatbot for Telegram, WhatsApp, and your website
Investments & Brokerage customers write wherever suits them: some on Telegram, some on WhatsApp, some right on your website. One AI sales agent works in every channel at once, with a single knowledge base and the same answer quality.
Channels out of the box
- Telegram
- Website chat widget
Why one bot beats three
No separate scripts and knowledge bases per messenger. Update a fact once — it works everywhere. The customer gets the same answer regardless of the channel.
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
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.