We built this for Alinea
This isn't a slide deck. It's a working AI agent that handles membership questions, withdrawal support, investment education, account management, and security inquiries for your 650K+ investors. Try it.
Try the chat agent
Ask about membership pricing, how to withdraw funds, Investment Playlists, account security, or anything an Alinea member might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the voice agent
Same AI, same knowledge -- just over the phone. Call to experience what your members would hear when they need help.
(740) 738-5197US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet can deliver for Alinea
Built around real member scenarios -- membership billing, withdrawals, investing education, and the questions your 650K+ investors actually ask.
All channels
Same AI brain across chat, voice, email, and SMS. Members get consistent, accurate answers whether they're asking about playlists, billing, or withdrawals.
24/7 availability
Your Gen Z members are active around the clock. Lorikeet handles membership questions, withdrawal support, and investing education at any hour.
SEC-compliant guardrails
Safety controls prevent investment advice, guarantee claims, and unauthorized disclosures. Every response stays compliant with SEC and FINRA standards.
Deep product knowledge
Investment Playlists, Expert Portfolios, AI Allie, crypto trading, fractional shares, membership billing -- all instantly available to the AI agent.
Speaks your members' language
Built for Gen Z investors who want approachable, jargon-free answers. The AI matches Alinea's warm, empowering tone -- never condescending or overly formal.
Seamless handoffs
When a conversation needs a human -- like a stuck withdrawal or account closure -- Lorikeet transfers full context so the member never repeats themselves.
How we built this for you
This demo was built from scratch for Alinea Invest. Real logic for real member support scenarios.
Mapped your scenarios
Membership billing, withdrawal support, investment education, account management, and security inquiries -- all handled with dedicated workflows.
Added your knowledge
Investment Playlists, Expert Portfolios, crypto trading, membership pricing, SIPC protection, cancellation flows -- your complete knowledge base, instantly available.
Set the guardrails
No investment advice. No guaranteed returns. SEC-aware compliance. Competitor comparisons handled gracefully. Every response stays within your policies.
Ready for integrations
Chat and voice are working right now. Ready to connect to your brokerage systems, member databases, and billing platforms for real-time account lookups.
Ready to add the world's best CX AI?
Connected to your actual member data. Handling real support volume from your 650K+ investors across every channel. This sandbox is just the start.
Finish Setting Up Your Sandbox