Add as a preferred source on GoogleBlackBull Markets Executive Proposes Guardrails for AI Voice Agents
Anish Lal outlined routine administrative and onboarding tasks for the technology, including document collection, routine questions and booking calls.
Anish Lal, chief business development officer at BlackBull Markets, said forex brokers should use AI voice agents for routine administrative and onboarding tasks, keeping them away from trading advice and pressure to deposit.
He listed following up with leads, collecting account documents, answering routine questions and booking calls as possible tasks. Lal recommended that agents identify themselves as AI and transfer customers to a person when needed.
The example of a customer asking an AI where gold was headed was fictional. “That call is invented,” Lal wrote.
“Done that way, the agent is a receptionist and an administrator, not a salesperson,” Lal wrote. His proposed role for voice agents centers on broker administration, with disclosure and human handoffs as safeguards.