Frequently Asked Questions

An AI voice agent is a virtual caller that sounds human and holds natural two-way conversations. It answers questions from your approved materials and automates follow-through — summaries, transcripts, data logging, and emails.

No. The agent listens, adapts, and responds from your approved knowledge base — behaving like an informed representative, not a recorded message. Topics outside approved content are parked for your team.

It runs real, dynamic conversations. It handles objections, answers questions, captures data, and makes intelligent decisions about how to proceed based on what the prospect says.

Advanced voice synthesis produces clear, expressive delivery with natural intonation and pacing. Combined with a language model that understands conversation context, the result sounds like a professional human caller.

No. The agent stays within your approved content and knowledge base at all times. If asked something outside the approved information, it defers to your team for follow-up.

Yes. If directly asked whether it's a human or AI, the agent will honestly identify itself as an AI assistant.

Your materials (PPM, pitch deck, website, FAQs), your qualifying questions, and your brand/tone preferences. We use those to draft the call pitch, knowledge base, and follow-up email for your approval before launch.

Most agents are built, tested, and ready to launch within days of receiving your materials and approvals.

Yes. We can update the agent's content and apply changes after you sign off. Minor updates are included; major rebuilds are quoted separately.

Yes. Choose voices and tone that fit each audience. Up to 4 agents per client, each with their own phone number and persona.

Both. Bring your own lists or purchase pre-qualified accredited investor leads through JAD Enterprises. We offer real-time, premium, and high-volume dialer leads across all alternative investment sectors. See our Data Supply page for details.

JAD Enterprises is the parent company behind AI Investor Calls, specializing in accredited investor leads and alternative investment marketing. The AI calling platform was built from years of hands-on investor outreach experience.

Every call is summarized, transcribed, recorded, and pushed into your portal and connected spreadsheet in real-time. No manual data entry.

Yes. Interested contacts can receive an introductory email — sent directly from your company email via a simple automation connected to your Google Sheet.

Yes. Every conversation is recorded with a playback link, fully transcribed, and summarized with status tags, next steps, and scores.

The system places up to 30 calls in parallel across your lead list, maintaining consistent, professional delivery. Ideal for filing windows and close dates.

No. Consistency is the point. The agent adheres to your guidelines on every call, first to last. AI doesn't get tired, miss disclaimers, or forget details.

Credits are non-refundable once used. Unused credits remain on your account indefinitely and do not expire.

No. All credit purchases are initiated by you through the portal. We do not automatically charge your card.

You cannot send new calls until you renew. Your leads, results, and credits remain on your account — nothing is deleted.

When you pay your platform fee for the first time, you automatically receive 2,500 free call credits as a welcome bonus.