We built this for Composer
This isn't a slide deck. It's a working AI agent that handles investor questions about symphonies, trading mechanics, deposits, billing, and account management. Try it.
Try the Chat Agent
Ask about symphony trading, how deposits work, backtesting strategies, pricing, IRA accounts, or anything an investor 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 investors would hear.
(681) 299-2348US 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 Composer
Built around real investor scenarios -- symphony trading, deposits, account management, and billing support for automated trading users.
Symphony Trading Support
Explains how symphonies work, trading periods, execution mechanics, rebalancing logic, and common trade failure reasons without giving investment advice.
Deposits & Withdrawals
Guides investors through funding their account, minimum deposits, withdrawal processes, bank linking, and explains SIPC protection through clearing partners.
Getting Started Guidance
Walks new investors through account setup, AI strategy creation, backtesting, the no-code editor, and how to launch their first symphony.
Account & IRA Management
Handles account types, IRA setup (Traditional, Roth, Rollover), account transfers from other brokerages, and administrative questions.
Pricing & Billing
Explains free vs. Trading Pass plans, annual vs. monthly billing, what's included, regulatory fees, and the 14-day free trial.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Investors get consistent answers whether they're asking about symphonies, billing, or account setup.
How we built this for you
This demo was built from scratch for Composer. Real logic for real investor scenarios.
Mapped Your Scenarios
Symphony trading, deposits, account setup, IRA management, pricing questions -- all handled with dedicated workflows for your investors.
Added Your Knowledge
Trading mechanics, execution timing, backtesting, plan details, IRA types, SIPC coverage -- all instantly searchable by the AI when investors ask.
Set the Safety Controls
No investment advice given. No fabricated account data. Adversarial input handling. Every response stays on-brand and within compliance guidelines.
Ready to Connect
Chat and voice are working right now. Ready to connect to your investor data, APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual investor data. Handling real support volume across your platform. This sandbox is just the start.
Finish Setting Up Your Sandbox