We built this for M1
This isn't a slide deck. It's a working AI agent that handles questions about automated investing, Pies, high-yield cash accounts, M1 Borrow, and portfolio management -- the things your users and investors actually ask about. Try it.
Try the chat agent
Ask about how Pies work, M1's high-yield cash account, borrowing against your portfolio, 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.
(507) 516-7447US 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 M1
Built around real investor scenarios -- automated investing, cash management, borrowing, and portfolio questions your users actually ask.
All channels
Same AI brain across chat, voice, email, and SMS. Investors get consistent answers whether they're asking about Pies, their cash balance, or margin borrowing.
24/7 availability
Markets don't sleep and neither does Lorikeet. Investors get help with account questions, transfers, and portfolio management around the clock.
Compliance built-in
Guardrails prevent investment advice, stock picks, and return guarantees. Financial distress is handled with empathy and appropriate escalation. Every response stays compliant.
Deep product knowledge
Pies, Smart Transfers, M1 Plus, high-yield cash, margin borrowing, tax-efficient trading -- the AI understands M1's product suite and can explain it clearly.
Investor-first design
Conversations feel natural, not scripted. The AI understands context, handles follow-ups, and resolves real issues -- not just FAQ lookups.
Seamless handoffs
When an investor needs a human, Lorikeet transfers the full conversation context. No repeating themselves, no starting over.
How we built this for you
This demo was built from scratch for M1. Real logic for real investor scenarios.
Mapped your scenarios
Investing with Pies, cash account management, M1 Borrow, account transfers, and subscription questions -- all handled with dedicated support logic.
Added your knowledge
Pie allocations, Smart Transfers, high-yield APY details, margin rates, M1 Plus benefits, tax-loss harvesting -- all instantly searchable by the AI when investors ask.
Set the guardrails
No stock picks. No return guarantees. No investment advice. Financial distress detection with empathetic escalation. Every response stays on-brand and within your policies.
Ready for real integrations
Chat and voice are working right now. Ready to connect to your actual account data, portfolio systems, and investor backend.
Ready to add the world's best CX AI?
Connected to your actual investor data. Handling your real support volume across investing, cash, and borrowing. This sandbox is just the start.
Finish Setting Up Your Sandbox