Available on your website 24/7.
Someone reading your site on a weekend or late in the evening can still ask a question and start an inquiry.
Sample firm
Capture leads through conversation.
DomeChat™ is AI chat for your financial advisor website that answers general questions from information you approve and collects contact details for your team.
See what’s possible with a free homepage design before you commit.
Linnetby AdvisorsAI assistant
Available 24/7- Visitor
Do you help with retirement planning?
- AI assistant
We help with retirement planning. What’s your name and email?
- Visitor
Jordan Lee
jordan@example.com - AI assistant
Thanks, Jordan. Our team will email you shortly.
Sample firm
On this page
Inquiry context
Know more before you follow up.
DomeChat™ organizes each prospective client’s answers and contact details so your team can decide what comes next.
Linnetby AdvisorsAI assistant
VisitorDo you work with people getting close to retirement?
AI assistantYes, retirement planning is one of our services. Which state are you in, and what’s your name and email for a reply?
VisitorIllinois.Jordan Leejordan@example.com
Powered by
Lead Manager
Jordan Leejordan@example.comNeeds help withRetirement planning
LocationIllinois
SourceDomeChat™
Sample firm
Features
Help visitors take the next step.
DomeChat™ answers a prospective client’s first questions and gathers what your team needs for a thoughtful reply.
Answers based on your firm’s information.
DomeChat answers from your website and facts your firm approves, such as your services and how a first meeting works.
Sample firm
Questions that help your team assess each inquiry.
DomeChat asks questions tailored to your services and each visitor’s needs, such as a retirement timeline or a business tax question, so your team can assess fit and choose how to follow up.
Sample firm
Make booking part of the conversation.
DomeChat™ and DomeBook™ connect, so a visitor who asks about retirement planning can book an introductory call before the chat ends.
- Let visitors book right away
- Show open times in the chat
- No separate booking page
Introductory call30 min
Thu, Sep 24
- 10:00 am
- 11:00 am, selected
- 1:00 pm
You’re booked.
Thursday, September 2411:00 am · Central Time
30 minutesVideo call
Sample only.
Setup
We build DomeChat™ around your firm.
We handle design and setup, then your firm, including whoever handles compliance, reviews it before DomeChat™ goes live.
Your brand
We style DomeChat™ in your website’s colors and type, so visitors see the same firm in the chat as on the page.
Your intake
We shape the questions and next steps around your services and your review process, so each inquiry reaches your team with what it needs to respond.
Ongoing support
When your services, team, or intake questions change, our team makes the updates your plan covers.
Plans with DomeChat™
We build and manage your website, with DomeChat™ set up around how your firm takes new inquiries.
Where the chat stops.
No investment or tax advice.
It sticks to general questions about your firm. It won’t recommend a product or decide whether you take someone on.
No account numbers.
It never asks for account numbers, Social Security numbers or tax documents. If a message looks like it holds one, the chat asks the visitor to remove it first.
Your team replies.
It gathers the first details. An advisor or someone on your team follows up from DomePortal™, which works with your website.
FAQs
Questions about DomeChat™.
How DomeChat™ answers prospective clients and passes their inquiries to your team.
It’s AI chat, not a person. It answers from the firm information you’ve reviewed and follows the intake you’ve set up.
Personal replies come from an advisor or someone else on your team; an automated answer is not advice from your firm. Visitors should avoid sharing account numbers or other sensitive financial details in chat.
Professional and Enterprise, as part of the plan price. Growth includes DomeBook™ booking without the chat, and Essentials includes neither.
Financial advisor website pricingYes. We agree the questions with your firm, such as whether someone is nearing retirement, weighing a Roth conversion or selling a business. Your compliance review sees the setup before it goes live.
Each completed inquiry lands in your DomePortal™, and the people you choose get an email.
Your CRM, like Redtail or Wealthbox, isn’t connected by default. Neither is an archiving tool like Smarsh. Any connection is checked and agreed with you first.
See DomePortal™, every inquiry in one placeWhen AI answers are on, the question and a little recent context pass through our systems to OpenAI to find your approved information. No filter catches every sensitive detail, which is why visitors are asked to keep them out.
Read the privacy policyIt can take first questions in the evening or on a weekend, when your phones are quiet. Your team still decides when and how to reply.
See the CPA firm site we redesignedYes. Every plan with DomeChat™ also includes DomeBook™, which starts with Growth. A visitor picks a time in the conversation and books on the same page.
See financial advisor online booking