Try it yourself

The working demo

A custom Lorikeet build trained on Netwealth's public Knowledge Center. The application data is illustrative; the smart IVR, workflows, knowledge base, and guardrails are real. The same agent runs on voice and chat.

Open the agent

Two channels, one agent

The same workflows, guardrails, and knowledge run on both. Try voice on the Australian number, or chat via the widget on this page.

Voice

Call the agent

Australian number, Australian voice. The intelligent IVR answers in plain language instead of a five-option menu, then helps or routes. Try the account-application scenario below.

Voice line being finalised Emma (AU) · same workflows as chat · 1-2 sentence replies

Chat

Use the widget

Open the chat widget at the bottom-right of this page. Wired to the same workflows and the same illustrative application data as voice.

Open the chat ↘ Try the reference WA-2026-04821 to trigger a live application lookup.

What's wired

Four scenarios from the call

A smart IVR front door, two tier-0 workflows grounded in Netwealth's public knowledge base, and one deeper, tool-using flow. Anything advice-adjacent is declined and handed to a person.

Smart IVR

Natural-language front door

No "press 1 for this." The agent asks what you need, works out the intent, and routes to the right place, or solves it on the spot.

"Hi, I've got a question about a client's account."

Account opening & how-to

Opening an account, end to end

Wealth Accelerator (online, offline, Express), SMSF, wholesale, plus general how-to, answered from Netwealth's real Knowledge Center.

"How do I open a Wealth Accelerator account online, and what does the client need?"

Simple troubleshooting

Password resets, MFA and security codes, lockouts, and account access levels. The common front-line tickets, cleared at tier-0.

"My client can't log in and the security code isn't coming through."

Application status

Status & blocker resolution

The deeper flow: looks up an application, names exactly what's holding it up, and walks you through the fix. Illustrative data for the demo.

"Where's application WA-2026-04821 up to, and what's holding it up?"

How to read this demo. It was built from Netwealth's public Knowledge Center, so some specifics are our best read of your process rather than your internal policy. The application lookup uses illustrative data. The bones are real — a smart IVR, natural-language workflows, your scraped knowledge base, and compliance guardrails (no financial advice; distress and fraud signals routed to a person). In production this connects to Zendesk and your Twilio telephony, and the same agent extends to chat and email.

Lorikeet x Netwealth