Frequently Asked Questions

An AI voice agent is a virtual caller that sounds human and holds natural two-way conversations. It answers questions from your approved materials and automates follow-through — summaries, transcripts, data logging, and emails.

No. The agent listens, adapts, and responds from your approved knowledge base — behaving like an informed representative, not a recorded message. Topics outside approved content are parked for your team.

It runs real, dynamic conversations. It handles objections, answers questions, captures data, and makes intelligent decisions about how to proceed based on what the prospect says.

Advanced voice synthesis produces clear, expressive delivery with natural intonation and pacing. Combined with a language model that understands conversation context, the result sounds like a professional human caller.

It is built to stay inside your approved content and knowledge base. If asked something outside it, the agent passes the question to your team for follow-up. Every call is recorded, so you can check what was said.

Yes. If directly asked whether it's a human or AI, the agent will honestly identify itself as an AI assistant.

Your materials (PPM, pitch deck, website, FAQs), your qualifying questions, and your brand/tone preferences. We use those to draft the call pitch, knowledge base, and follow-up email for your approval before launch.

Most agents are built, tested, and ready to launch within days of receiving your materials and approvals.

Yes. We can update the agent's content and apply changes after you sign off. Minor updates are included; major rebuilds are quoted separately.

Yes. Choose voices and tone that fit each audience. Up to 4 agents per client, each with their own phone number and persona.

Both. Bring your own lists or purchase accredited investor leads through JAD Enterprises. We offer real-time, premium, and high-volume dialer leads across all alternative investment sectors. See our Data Supply page for details.

AI Investor Calls is the AI calling division of JAD Enterprises LLC, an accredited investor lead company in McKinney, Texas, in the lead business since 2016. JAD's Founder & Owner, James Deal, started building its AI voice agents in 2023. JAD also supplies investor leads for clients' campaigns.

Every call is summarized, transcribed, recorded, and pushed into your portal and connected spreadsheet in real-time. No manual data entry.

Yes. Interested contacts can receive an introductory email — sent directly from your company email via a simple automation connected to your Google Sheet.

Yes. Every conversation is recorded with a playback link, fully transcribed, and summarized with status tags, next steps, and scores.

Up to 50 calls at once and 10,000+ calls a day across your lead list. That helps when you have a filing window or close date.

The agent follows the same approved content and rules on the first call and the last, and it doesn't get tired. It can still mishear or misunderstand someone. Every call is recorded and transcribed, so you can check.

No. Credits are not refundable. Credits never expire, but you need an active monthly platform fee to use them.

Not for credit packs. You start every credit purchase yourself in the portal. On per-contact billing, your card is saved at checkout, and the checkout terms let us charge it for overages if contacts run past your credit balance.

You cannot send new calls until you renew. Credits never expire, but you need an active monthly platform fee to use them. Your leads and call results stay in the portal while your account is active. After 180 days with no activity, we may delete them.

When you pay your platform fee for the first time, you automatically receive 2,500 free call credits as a welcome bonus.