Clear answers, careful handoffs

A guarded AI agent explains products and processes from approved wording; anything regulated or account-specific goes to your team.

  • Built for
  • Tax
  • Loans
  • Mortgage
  • Investments
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24/7
Agent on every page
1 tap
From chat to video call

0% for 12 months

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Instant decision

What documents do I need?
Answered by AI

What your shoppers ask

Every day in financial services. Answered in seconds.

  • “What documents do I need?”
  • “How long does approval take?”
  • “What are your fees?”
  • “Can I talk to an advisor?”
  • “How do I update my details?”
  • “Is my data safe?”

Financial services

How teams use LiveCart

  1. 01

    Approved wording

    Reviewed replies for sensitive topics, used word for word.

  2. 02

    Strict guardrails

    Block advice topics and hand off to licensed staff.

  3. 03

    Advisor calls

    Book video calls with your advisors.

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FAQ

Questions, answered

Still curious? Ask our team

Does LiveCart give financial advice?

No. Configure the agent to explain processes and hand regulated questions to your licensed team.

Further reading

Try it on your own store

Paste one snippet. Ask it what your customers ask.

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