Use case
Answer IPO enquiries the moment a visitor is reading the note
IPO interest peaks for days, not months. A Call button on the IPO page reaches the right desk while the visitor is still deciding.
Last updated
How it runs
- Visitor reads an IPO note and clicks Call.
- Two questions: new or existing client, and topic.
- The primary markets desk rings in the browser, or on a verified mobile.
- If nobody answers, the visitor books a callback and a task with a deadline is created.
The rule to set
URL pattern /ipo/* rings the primary markets desk during business hours.
Features used
Questions we get asked
Can we turn the routing on only during an IPO window?
Yes. Rules can be switched on and off, so the rule can run only while an issue is open.
Does CallCeptor give investment advice?
No. Agents are your people and your policy applies. The planned AI receptionist will only answer approved FAQs and is not available yet.
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.