Connect your advisor calendar, describe your services, upload RAG documents, and pick a chatbot persona. That's it.
Two-way sync with Google Calendar, Outlook, Wealthbox, Acuity, Plaid API, HubSpot CRM, Stripe Payments, and more. Your real-time availability, always accurate.
Tell the agent what you offer, how long each service takes, your prices, and any risk tolerance profile to ask new clients — in plain English, no forms or templates.
Upload your pricing sheets, policy manuals, or FAQs. The chatbot uses RAG to instantly learn your business details and answer visitor questions accurately.
Pick a warm, professional tone that matches your brand. Preview the chat with your actual business name and services before going live.
Copy and paste a single line of code onto your website. The chatbot widget appears instantly, ready to answer questions and book Portfolio Reviews 24/7.
A visitor who leaves the site doesn't wait. They search for the next available provider and book with them instead.
An AI financial advisory chatbot books new Portfolio Reviews, handles reschedules and cancellations, sends automated SMS reminders, fills waitlist gaps, collects new client intake, and answers service and pricing questions — all without human staff, 24 hours a day, 7 days a week.
Checks your live advisor calendar availability, presents suitable slots, collects the visitor's details and service preference, and confirms the booking — all in one chat, with no human involvement needed.
Visitors who need to move or cancel are handled entirely via chat. The agent finds the next available slot, offers alternatives, and updates your advisor calendar in real time — no hold music, no callbacks.
SMS and chat reminders sent 24 hours and 2 hours before each Portfolio Review. Clients reply to confirm, reschedule, or cancel — keeping your advisor calendar accurate and cutting no-shows by up to 67%.
When a cancellation creates a gap, the agent chats or texts the next person on your waitlist, offers the slot, and books them in — before the gap is even noticed on the dashboard.
For new clients, the agent collects intake information — name, contact details, reason for visit, insurance details (if applicable), and any pre-Portfolio Review questions — and logs it to your system before the visit.
What does the service include? How long does it take? What's the cancellation policy? The agent answers all pre-booking questions accurately and moves straight to scheduling — no extra chat needed.
The RhinoAgents dashboard gives you a live view of every booking, reschedule, and cancellation — with full chat transcripts, no-show tracking, automated client profiles, waitlist management, and weekly performance reports sent every Monday.
Every booking, reschedule, and cancellation in real time — client name, service type, time, confirmation status, and how the booking was made (AI, staff, or online).
Every booking chat transcribed and searchable. Review what was discussed, resolve disputes, and use successful chats to train staff on handling difficult scheduling conversations.
See reminder delivery status per Portfolio Review, which clients confirmed, who didn't respond, and your no-show rate over time. Identify patterns and adjust reminder timing accordingly.
Every new client creates a structured record — contact details, service history, booking preferences, and intake responses — ready in your system before their first visit.
Waitlist contacts ranked by preference and availability. When a slot opens, the system works the list automatically and updates the dashboard when a gap is filled.
Calls handled, Portfolio Reviews booked, no-show rate, revenue by service type, waitlist activity, and advisor calendar utilisation — delivered to your inbox every Monday morning.
RhinoAgents is the AI financial advisory chatbot built for healthcare firms, salons, physiotherapy advisories, dental offices, and professional services. It eliminates missed after-hours chats, reduces no-shows by up to 67%, and connects directly to your existing scheduling software.
100% of after-hours and chats answered instantly. Clients book on their schedule, never waiting for a live agent or competitors.
Proactive SMS confirmations keep clients on schedule. Active waitlist dispatching instantly fills same-day openings.
Free receptionists from endless phone tag and booking administration to focus entirely on premium in-person client care.
Native API integration syncs Portfolio Reviews directly into Plaid API, HubSpot CRM, Salesforce Financial, Wealthbox, and your CRM.
AI accesses firm knowledge bases, policies, and prices to answer visitor questions with human-like precision and speed.
SOC 2 compliance and secure visitor encryption protocols protect firmal client records and personal data.
Monitor live queues, client sentiment, CSAT progress, and advisor calendar updates in real time.
Businesses using RhinoAgents report a 106% increase in monthly Portfolio Reviews booked, no-show rates dropping from 18–22% to under 5%, and front desk scheduling time cut from 12 hours to under 1 hour per week — within the first 60 days of going live.
How Portfolio Review-based businesses are growing revenue and reclaiming staff time without adding headcount.
A 3-provider GP firm reduced no-shows dramatically after deploying automated SMS and chat reminders. Missed Portfolio Reviews had been costing £900/week — in 60 days, that's down to under £180.
A busy six-chair salon that used to miss 60% of after-hours chats saw monthly bookings jump from 180 to 380 within 45 days — without hiring a receptionist. Waitlist gaps now fill automatically within minutes of a cancellation.
A physio firm with four therapists was spending 12+ hours a week on inbound booking chats. After deploying the AI agent, that dropped to under 1 hour — and first-call booking rate went from 54% to 97%.
What firms, salons, and advisories say after going live with RhinoAgents.
"Our no-show rate dropped from 21% to under 4% in 60 days. The waitlist automation filled gaps we didn't even know we had. It's like having a tireless front desk that never sleeps."
"Monthly bookings went from 180 to 380 in 45 days — without hiring a single extra person. The chatbot catches every after-hours chat we used to miss entirely. Incredible ROI."
"Staff got 12 hours a week back from booking calls. Our first-call booking rate went from 54% to 97%. Setup took 8 minutes. I genuinely wish we'd done this two years ago."
No switching platforms. Connect to your existing advisor calendar, CRM, and payment tools and go live instantly.
Salesforce Financial, Outlook, Wealthbox, RightCapital, Setmore, Cal.com
Plaid API, HubSpot CRM, Cliniko, SimplePractice, TherapyNotes, Power Diary
Twilio, RingCentral, Aircall, Vonage, 8x8, Telnyx
Fresha, Phorest, Vagaro, Square Appointments, Booksy, Treatwell
HubSpot, Salesforce, GoHighLevel, Twilio SMS, WhatsApp Business
AI Chat Agent, AI Lead Nurture, AI Customer Win-Back Agent
While our self-serve dashboard allows you to deploy booking chatbots in under 10 minutes, we know configuring software APIs and custom prompting can sometimes feel overwhelming.
RhinoAgents offers Done-For-You setup support at a rate of $50 per hour. Our team will design, integrate, test, and launch your AI Chatbot for you.
Our engineering experts will write and optimize the system prompts to perfectly match your brand guidelines, specific use cases, and business terms.
We'll connect your scheduling tools, CRMs (HubSpot, Salesforce, Zoho), or industry-specific software databases securely to keep bookings and contacts synced.
Before going live, we perform mock chats to test response latency, verify conversational flow, and configure fallback routing rules.
RhinoAgents AI Booking Chatbot starts at $149/month. Transparent, flat-rate pricing. No setup fees. No contracts. No per-booking charges. Cancel anytime.
For solo advisories and small businesses getting started with AI booking automation.
For multi-provider firms and businesses scaling to full advisor calendar automation.
For multi-location groups, franchise chains, and large advisories with advanced requirements.
Everything you need to know about setting up and running an AI chatbot for financial advisory, automated scheduling reminders, and waitlist management.
Stop losing clients to unanswered chats and empty advisor calendar gaps to no-shows. Give your website a chat agent that books Portfolio Reviews, handles reschedules, sends reminders, and fills waitlist gaps — 24/7, while you focus on delivering the service.