Drop AI
Financial services

Every call answered, every word on the record

Routine account questions handled on the spot, with a transcript and recording of every conversation for your own review.

The problem

Why the phone is the bottleneck

Call volume is spiky and unpredictable, and the calls that matter most are the ones that arrive when nobody is free.

On the call

What the agent handles in financial services

Account questions

Answers from your own material, so the wording is yours rather than a general-purpose model's.

Warm transfer

Hands the caller to the right person with context, instead of restarting the conversation.

Full record

Transcript and recording for every call, kept for exactly as long as your retention setting says.

Overflow

Picks up what your team cannot reach at peak, rather than letting it ring out.

Capabilities

Everything the agent can do

Intelligent routing

Send callers to the right agent, department, or flow automatically.

Human transfer

Warm handoff to a live team member with full context, on your terms.

Scheduling

Reads live calendar availability and books directly, when a calendar is connected.

Email notifications

Get emailed when a call starts, when it ends with a summary, and when a lead is captured.

Transcription

Transcripts and recordings for every conversation, subject to your retention setting.

Webhook delivery

Every call can post to your own endpoint, Zapier/Make, or Slack.

Voice personas

Match the agent's voice and tone to your brand.

24/7 availability

Every call answered, day or night.

Other industries

Built for how your industry operates

Common Questions

A conversational system that answers and makes phone calls, understands natural language, and can take real actions like capturing a lead or transferring to a person.

Speech is transcribed in real time, a language model decides what to say or do next, and the response is synthesized back into natural-sounding speech.

You can provision local or toll-free numbers in the US, Canada, the UK and Australia directly from the dashboard, or point an existing number at Drop AI by forwarding it.

You define the handoff conditions — the agent transfers the caller to a number you choose, or captures their details for a callback.

Yes. An agent can be pinned to one language, or set to detect and respond in the caller's language during the call.

No. Drop AI includes an optional CRM and calendar — customers, leads, pipeline, tasks and appointments in the same workspace as the calls. If you already run your own tools, point leads at a webhook or Zapier/Make and book into Google Calendar instead.

Transform every customer conversation.

Start free, or talk to us about what a custom rollout looks like for your team.