Charlotte answers the calls you cannot. Set yourself up and go live the same day. Start free
TheAutomate.io

There is one of you.

There does not have to be one place.

Three worth ringing back, booked while you were here.

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Charlotte has the first conversation, so you only have the ones worth having.

She answers, asks your questions in your words, books the ones worth seeing, and keeps chasing the ones who go quiet. You do the business.

Start freeSee pricing
Features

What stops waiting for you

Charlotte has the first conversation, so the ones that reach you are the ones worth having.
Answered at any hour
Charlotte answers day or night, weekends and holidays included.
Your questions, asked
Charlotte asks the questions you would ask, in your words, and scores the answers against the bar you set.
Automatic booking
The ones who clear your bar are booked into your calendar inside the call, before they go and ring someone else.
Lead dashboard
Every call, contact, and conversion in one view.
Custom knowledge base
Charlotte knows your products, pricing, and policies.
Recordings and transcripts
Listen back to Charlotte's calls, read the transcripts and search them by keyword.
Tutorials

Watch Charlotte take a call

Under a minute, from the first hello to the deal on your board.

The first conversation

52 seconds

A first-home buyer rings while you are somewhere else. Charlotte answers, says the call is recorded, asks how much they want to borrow, tells them plainly she is an AI when they ask, and books them in for three tomorrow. Then the film shows what a call like that leaves you: a booking in your diary, a write-up to read before you meet them, and the deal already on your board.

Read the film
  1. PictureA car parked on a quiet street. The phone in its cradle is dark. On screen: “There is one of you.”
  2. PictureThe call plays over one afternoon in four places: the car, a café table, a kitchen bench and a folding chair at the edge of an oval. The phone in each is dark.
  3. Charlotte…Just so you know, this call is recorded.
  4. CallerHi. We’re looking at buying our first home.
  5. CharlotteThanks. Roughly how much were you looking to borrow?
  6. CallerAbout six hundred. Sorry, is this an AI?
  7. CharlotteYes, I’m an AI voice agent. I’m here to take your details.
  8. CharlotteI’ve got three tomorrow afternoon. Does that suit?
  9. CallerPerfect.
  10. CharlotteYou’re booked in for three tomorrow.
  11. PictureThe diary in our demo account, with a booking at 3:00 pm. On screen: “Booked while you were here.”
  12. PictureA call summary and part of a transcript from the demo account. On screen: “Read the call before you meet them.”
  13. PictureThe demo account’s deals board, with a first home loan in the Appointment booked column. On screen: “No re-keying. The deal is already on the board.”
  14. PictureOn screen: “She asks what you would ask. Your questions, in your words, one at a time.”
  15. PictureOn screen: “Charlotte has the first conversation, so you only have the ones worth having. You do the business.” TheAutomate. Start free at saas.theautomate.io. Built in Melbourne for finance brokers.

The call is an example, not a recording of a real call. The scenes and voices were made with AI, and the screens are from our demo account.

Music: “Firefly” by Scott Buckley, released under CC-BY 4.0. www.scottbuckley.com.au. Edited and mixed under dialogue.

Your questions

She asks what you would ask

Write a question the way you would say it on a first call. That is what Charlotte puts to the person who rings.
An example call, part way through
  1. Caller

    Hi, yeah. We have found a place we like and we need to sort the finance.

  2. Charlotte

    Happy to help with that. Roughly how much were you looking to borrow?

She asks one, then stops and waits for the answer.

Charlotte asks up to six of these, one at a time, must-pass questions first, then in the order you set. You write them when you set yourself up, and you can change them whenever you like.

An example conversation, not a recording of a real call.

Her guardrails

The lines Charlotte is told to stay inside

She is built to take the enquiry, not to advise. These are her instructions, not guarantees: like any AI she can get something wrong, and the regulated work stays with you.
No credit advice
Charlotte qualifies and books. She is instructed never to quote rates, fees or approval odds, and never to compare products. Regulated credit advice stays with you, the licensed broker.
Does not ask for sensitive details
She is instructed never to ask for bank account or card numbers, PINs, passwords or tax file numbers, and to decline them politely if a caller offers them. The call recording and transcript still hold whatever a caller chooses to say.
Honest that she is an AI
She is instructed to say plainly that she is an AI whenever a caller asks, and never to claim to be a person or to speak for you beyond taking the enquiry.
Her calls on the record
Every call Charlotte answers or makes is recorded and transcribed, so you have a record of what was said. She is instructed to tell the caller near the start that the call is recorded.
What she is worth

What the after-hours enquiries are worth

Enter your own numbers. This counts only the enquiries that arrive when you cannot pick up, and that you would otherwise never speak to.
%
%
$
$5,250
recovered every month
$63,000 a year
That is about 10x what Charlotte costs.

An estimate on your own figures. It counts only the enquiries Charlotte now catches that would otherwise be missed, and assumes they settle at the same rate as the calls you already answer. It also assumes your usage stays inside the 1,000 minutes included on the Standard plan each month; calls beyond that draw credit at 50 cents a minute, which this estimate does not add.

Pricing

Simple pricing

Two plans. The Standard plan is month to month, with no minimum term and no hidden fees, and you can cancel any time.
Standard
A$499
a month, including GST
No setup fee
Everything you need to have the first conversation without being there for it.
Sign up
  • Charlotte answers, at any hour
  • 1,000 minutes included every month, around 400 calls
  • Included minutes reset with each monthly payment. Credit you buy never expires while your plan is active
  • Need more? Customers in Australia can add credit any time, at 50 cents a minute
  • Custom qualifying questions
  • Lead dashboard and CRM
  • Bookings diary, with Calendly sync
  • Call recordings and transcripts
  • Email support

Your plan includes A$500 of credit each month. Charlotte's calls use 50 cents a minute, rounded up to the minute. Anything else you use, such as calls your team takes, draws on the same credit.In the United States you pay by card, and until we set a US-dollar price you are charged A$499 a month in Australian dollars. Your card issuer converts it, so your statement can vary from month to month, and your issuer may charge its own fees.

Recommended
Enterprise
A$750
a month
+ A$4,500 one-time setup
White-glove onboarding and a Charlotte tailored to your brokerage.
Book a call
  • Everything in Standard
  • White-glove onboarding
  • Charlotte set up for your brokerage
  • Priority support, as your order form sets out
  • Advanced analytics and reporting
  • Custom integrations

Each business's records are kept separate from every other business's, including by rules inside the database itself.

Ready to stop being the only one who can answer?
Signing up takes about ten minutes. New customers get 14 days free and a welcome credit to try calls and texts, with no payment details needed to start. After that it is month to month, and you can cancel any time.
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