Finish Setting Up Your Sandbox
Live demo

We built this for Carefull

This isn't a slide deck. It's a working AI agent that handles fraud protection questions, scam analysis, identity monitoring, and answers real member questions. Try it.

Carefull

Try the Carefull AI agent

Ask it anything a Carefull member might ask about their financial safety services. Try things like:

  • 💬 "I got a suspicious text — is this a scam?"
  • 💬 "How do I link my bank account?"
  • 💬 "I think my identity was stolen — what do I do?"
  • 💬 "How do I add my daughter as a trusted contact?"
  • 💬 "What does my credit monitoring alert mean?"
Call (978) 718-4332
ScamCheck Help
Account Linking
Identity Protection
Trusted Contacts
Billing Questions
Finish Setting Up Your Sandbox How we built this

What Lorikeet can deliver for Carefull

AI-powered support that understands financial safety, elder fraud protection, and identity monitoring for your members.

Natural conversations

Members ask questions in their own words about scams, fraud alerts, and account setup. Lorikeet understands context and resolves issues.

Elder fraud expertise

Trained on 60+ behavioral risk patterns unique to aging. Guides members through scam checks, fraud recovery, and identity protection.

SOC 2 compliance ready

Built for regulated financial services. Guardrails, audit trails, and human escalation paths keep you compliant.

Family caregiver support

Handles trusted contact setup, Digital Vault guidance, and legacy planning questions for members and their families.

Voice + chat + email

Same AI brain across every channel. Members get consistent answers whether they call, chat, or email your Care Team.

24/7 availability

Scams don't wait for business hours. Neither does your AI agent. Always on, always protecting your members.

How we built this for Carefull

This demo? Built from scratch for Carefull. Real logic for real scenarios.

1

Learned your product

Trained on Carefull's financial safety services, ScamCheck, GreyMatter AI, and member protection features.

2

Wrote your workflows

Scam analysis, account linking, identity protection, billing, and trusted contacts — all handled with your specific policies.

3

Built the knowledge base

Articles covering every Carefull feature from ScamCheck to the Digital Vault to $1M identity theft insurance.

4

Went live

Chat and voice are working right now. Ready to connect to your member data, APIs, and backend systems.

Your members can call too

Same AI, same knowledge — just over the phone. Try asking about ScamCheck, account linking, identity alerts, or billing questions.

(978) 718-4332

US number · Available 24/7

See exactly what we built

Everything is transparent. Open the sandbox to see the workflows, knowledge base, and guardrails.

Workflows

ScamCheck help, account linking, identity protection, billing, and trusted contacts — written in plain English.

Guardrails

Financial compliance, elder protection, and data security boundaries — all enforced automatically.

Knowledge base

ScamCheck guides, identity monitoring, credit freezing, Digital Vault, trusted contacts, and legacy planning — searchable by the AI.

Finish Setting Up Your Sandbox

Ready to Add the World's Best CX AI?

Connected to your actual member data. Handling your real support volume. This sandbox is just the start.

Finish Setting Up Your Sandbox Discuss With Our Experts

Talk to the team — ryan.collins@lorikeetcx.ai