Answer clients' general questions with an AI agent
Clients of advisers, wealth managers, lenders and fintech apps ask about meetings, documents, fees and how things work. Spaces connects the account they already write to, so an AI agent can answer the general questions and pass anything personal to a professional.
Can we book my annual review for next month?
What documents do you need for my loan application?
Spaces lets financial advisers, lenders and fintech companies give an AI agent the messaging account their customers already write to. The agent reads each new message, replies in the same chat with the information you give it, and hands anything unusual to a person. Customers start the conversation. Plans from $19 a month.
Last updated
- Built for
- Financial services
- Conversations
- Started by your customers, or with people who expect to hear from you
- Works with
- Claude, Grok, ChatGPT, Cursor or your own code, through MCP or REST
- Setup
- A few minutes: sign up, add a card, connect an account, copy the key
- Safety
- Per-account limits, pacing and safe retries on every send
What do customers ask financial advisers, lenders and fintech companies?
For example, a client might ask:
- Maya R.Can we book my annual review for next month?
- Tom B.What documents do you need for my loan application?
- Priya S.How long does a transfer out of my account take?
- Daniel K.What are your fees for ongoing advice?
- Amara O.I uploaded my statements. Did you get them?
From your customer to your agent, and back.
How does an AI agent fit financial advisers, lenders and fintech companies?
Financial firms get many questions about process, documents and meetings, and a smaller number that need a qualified person. Your agent can answer the first kind from the notes you sign off, book reviews and chase documents. It should never give financial advice, and anything about a specific portfolio, loan or payment should go to your team.
What can the AI agent do?
With Spaces, your AI agent can see new chats as they arrive (by webhook or by checking unread chats), read the conversation, and reply in the same chat. It can look up a sender's profile and download attachments such as photos the customer sent. You decide what the agent knows and when it hands over to a person. That logic lives in your agent, not in Spaces. Spaces paces every send for each account and makes every send safe to retry.
Who can the agent message?
Spaces is for conversations your customers start, and for people who already know you and expect to hear from you. Spaces' Terms rule out bulk unsolicited messages, bought or scraped contact lists, and cold outreach at scale. If someone asks you to stop, stop messaging them. Your agent should honour that straight away. Keep a record of who has opted in to hear from you, and of anyone who has opted out. Follow each platform's rules and the laws where you and your customers are.
How do you set it up? In minutes.
- 1
Sign up with your email and the 6-digit code we send.
- 2
Add a card at checkout.
- 3
Connect the account your customers already message, by scanning a QR code or signing in.
- 4
Copy your API key into Claude, Grok or your own app, or let your agent do steps 1–4 for you.
Plans from $19 a month.
Every plan includes the REST API and the MCP server.
Questions, answered.
01Will the agent give financial advice?
It should not. Set it up to answer process questions and book meetings, and pass every question of advice to a qualified person.
02Can clients send documents in the chat?
Yes. Your agent can download attachments such as statements or forms from the chat for your file.
03What is an AI agent for financial advisers, lenders and fintech companies?
An AI agent for financial advisers, lenders and fintech companies is software, such as Claude, Grok or your own code, that reads the messages customers send your business and replies in the same chat. Spaces gives that agent an API key and an MCP server for the messaging account your customers already use, so it can answer routine questions and hand the rest to your team.
04How do financial advisers, lenders and fintech companies set up an AI agent to answer customer messages?
Sign up for Spaces with your email, add a card at checkout, connect the account your customers already message, then give your AI agent the API key or the MCP server. Your agent can do these steps for you. Most setups take a few minutes.
05Is it safe to let an AI agent reply to customers of financial advisers, lenders and fintech companies?
You stay in control. Spaces enforces per-account limits and pacing for every key, makes every send safe to retry, and lets you pause or revoke a key at any time. You decide in your agent which questions it answers and when it hands over to a person, and a read-only key lets it read without sending.
06Can I use Spaces to send promotions to my whole customer list?
No. Spaces is for conversations with people who know you and expect to hear from you. Its Terms rule out bulk unsolicited messages and cold outreach.
07Will the agent reply without me checking?
That depends on how you set up your agent. Spaces gives the agent the ability to read and reply. Approval steps and hand-offs are configured in your agent. For read-only use, give it a read-only key.