How it works

You talk. Avery connects the dots.

Agent Edge sits above the tools a business already uses. Here’s what happens on a call today, and what comes next.

01 / ANSWER
Live now

Avery answers, 24/7

Calls to your business line are answered by Avery at any hour. She introduces herself as an AI assistant.

02 / UNDERSTAND
Live now

A natural conversation

Avery talks with the caller warmly to learn who they are and what they need.

03 / COORDINATE
Live now

The right person

Avery transfers the caller to the right agent, loan officer or team member, based on how your team works.

04 / ACT
Coming soon

Remember and follow through

Summaries, notes on each client’s record, appointments, tasks and follow-up turn the conversation into work.

Avery is an AI assistant, not a person. We don’t promise that no call will ever be missed: coverage and outage handling are still being defined, and we’ll publish the details before making any availability commitment.

The memory

Every light
has a story.

Each light is a contact. Each contact has a library. Open a book, find a chapter, and reach the verse that holds the detail.

The whole story, or the exact words. Summaries lead back to the source conversation, so nobody has to take a summary on faith. Coming soon

Explore the sample brain →

Getting started

Set up around your team.

We start by learning how your office handles calls today: who takes which kind of call, and when. Then we set up Avery to match. Each team is set up by configuration, not custom code.

Every change is tested on real calls before it goes live, with a way to roll it back, and we tell you exactly what’s live at every step.

✓

Human approval where it matters

Consequential actions can stay behind clear approval gates.

⌁

Configurable business rules

Your policies guide routing, permissions, and escalation.

◉

Visible AI identity

Avery is always identified as an AI assistant when introduced.

Early access

Give your business an edge.

We’re working with a focused group of real estate and mortgage teams first. Pricing is set with each team, so talk to us.

THE AGENT EDGE AI ASSISTANT

Meet Avery.
Your next
team member.

SANDBOX DEMO · SAMPLE DATA

Connecting to Avery’s demo…

Talk or type to get a feel for Avery. Ask what she remembers about a sample client, or play a caller.

This is a sandbox. Avery can’t call, text, email, book or transfer anyone here, and sample clients are fictional. Your microphone is used only while you hold a conversation, and chats aren’t saved. Please don’t share personal details.

Explore sample workflows