Telenow
Fintech & lendingMulti-step flowGlobalEnglish

Financial advisor booking

Qualifies interest in financial advice (retirement, investing, insurance), captures the lead, and books a consultation with an advisor — no compliance-sensitive advice given on the call.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-30

The conversation flow

Financial advisor booking is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

Understand needStartSave leadStepBook consultationStepEnd callYou're booked — an advisor …

How the agent opens

“Thanks for calling! I can set you up with one of our advisors — may I ask what you're hoping to get help with financially?”

How it works

  1. 1
    Understand need

    Capture the {advice_area} and {timeline}, and a little about their situation. Do not give specific advice.

  2. 2
    Save lead

    Use capture_lead to save the prospective client.

  3. 3
    Book consultation

    Use book_consult to schedule a consultation with an advisor.

Tools & integrations it uses

Create CRM lead
Zoho CRMSalesforce
Book calendar event
Google Calendar

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Frequently asked questions

What does the Financial advisor booking agent do?

Qualifies interest in financial advice (retirement, investing, insurance), captures the lead, and books a consultation with an advisor — no compliance-sensitive advice given on the call. On a call it can create crm lead and book calendar event. You install it, connect your tools, and it's ready to take or make calls.

How does the Financial advisor booking agent handle a call?

It follows a guided flow: understand need, save lead, and book consultation. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Financial advisor booking agent?

Connect Zoho CRM, Salesforce, and Google Calendar so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Financial advisor booking support?

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the Financial advisor booking agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the Financial advisor booking agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.

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