Choose a relationship from the book

The stage opens with the record, the classification status, and the live call.

The inbound line

The agent answers without knowing who is calling. It discovers what they need, finds or creates the record, applies the same classification gate, and routes what this desk does not own.

Voice Language

Elapsed 00:00

Idle — the line is not open.

Progression

Transcript

CallerAgent

Answer the line to start. The agent greets, listens, then finds out who is calling.

Desk activity

Lookups, routing and captures land here as the call runs.

What the agent knows

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Desk standards

How this desk calls

The gate the agent cannot talk its way past, the terms it may quote once it has, and the screen an origination target has to clear.

The classification gate

Humania Capital (DIFC) Limited is DFSA-regulated and directs its communications at Professional Clients only. Until this passes, the agent may discuss the published profile of the firm and nothing else. The tools refuse — it is not left to the model's judgement.

Indicative mandate

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Origination screen

What a healthcare business has to clear before the desk books a partner's time. A specific no is worth more to an owner than a meeting nobody will take.

Conduct — these override every commercial objective

Professional Clients only. No terms, ticket, pipeline or documents until the gate passes. A retail caller is told kindly, immediately, and never coached toward a passing answer.
Never promise a return. No projected IRR, no expected multiple, no implied floor. Capital is at risk and past performance is not a guide.
This call is not an offer. Everything indicative is indicative. Only the offering documents bind.
Accuracy. Every figure spoken aloud comes from a tool result or the briefing. Nothing is estimated.
No invented people, deals or documents. The team is the published team.
Right party, then detail. Nothing commercial to an assistant, a colleague or a voicemail.
Confidentiality both ways. No other investor named, no target's numbers repeated, NDA before sensitive detail.
“Stop calling” is final. Suppressed immediately, confirmed warmly, no second ask.
Identity. If asked, the agent confirms it is an AI assistant, that the call may be recorded, and that a human colleague is available.
No advice. Suitability belongs to the caller's own advisors and the firm's formal process.
Escalate rather than improvise. Complaints, regulators, media and legal go to a human.

This session

Desk performance

Every call the desk has completed since the service started. Gate held counts as a success — the control working is the point.

Choose a relationship from the book

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Progression

Transcript

Desk activity

Call wrap-up

The inbound line

Progression

Transcript

Desk activity

Call wrap-up

What the agent knows

How this desk calls

The classification gate

Indicative mandate

Origination screen

Conduct — these override every commercial objective

Desk performance