Module 03 · Beaumont OS

Always-on voice.
Powered by xAI.

Inbound investor calls answered 24/7. Outbound dialing coordinated with the catalyst calendar. Full transcript and sentiment capture — logged natively to the IR Platform and Deal Engine.

Hear a demo call → Back to Platform
● 3 CALLS ACTIVE
24H CALLS 182
AVG DURATION 4:12
SENTIMENT POSITIVE 71%
NEXT-BEST-ACTION TRIGGERED 94%
LANGUAGES EN · DE · JA
§ 01 / OVERVIEW

What the agent does — and doesn't.

◉ Answers inbound investor inquiries 24/7
◉ Handles roadshow follow-up outbound
◉ Confirms earnings / event attendance
◉ Qualifies Corp Dev warm intros
◉ Captures full transcript + sentiment
◉ Routes to principal on threshold triggers
× Give investment advice
× Disclose MNPI
× Negotiate deal terms
× Make binding representations
× Bypass principal approval
× Retain raw voice beyond audit window
§ 02 / USE CASES

Five patterns. All principal-governed.

USE 01

Inbound IR

24/7 investor inquiries. Routed by intent.

USE 02

Outbound Roadshow

Pre-meeting reminders. Post-meeting follow-up.

USE 03

Earnings Events

Attendance confirmations. Q&A prep routing.

USE 04

Event Ops

Webinar + conference follow-ups.

USE 05

Corp Dev

Warm-intro qualification. NDA scope check.

§ 03 / xAI PARTNERSHIP

xAI provides the voice. Beaumont provides the context.

◉ XAI LAYER

Voice AI models

Speech recognition, naturalistic synthesis, intent classification, multi-lingual coverage.

+
◉ BEAUMONT LAYER

Capital markets context

Compliance Gate · CRM integration · Jurisdictional handling · Transcript logic · Pipeline triggers.

§ 04 / COMPLIANCE · CONSENT

Every call opens with disclosure.

"This is an AI voice agent for Beaumont Capital Markets. This call is recorded. Do you consent to continue?"

VARIATION TRIGGERS: TCPA · CASL · EU AI ACT · JAPAN VOICE-AGENT GUIDANCE
§ 05 / TRANSCRIPT → PIPELINE

Every call ends as a pipeline update.

◉ SAMPLE TRANSCRIPT · CALL #18142 · 04:12
AI
Good morning — this is Beaumont Capital Markets. This call is recorded. Do you consent to continue?
00:02
INVESTOR
Yes, go ahead.
00:07
AI
How can I help you today?
00:08
INVESTOR
I saw your release on the Q1 drill results — who should I speak to about a follow-up meeting?
00:14
AI
I can schedule you directly with Jed Beaumont. I see three 30-minute slots this week. Should I send holds?
00:21
INVESTOR
Thursday works. Send me the links.
00:32
INTENT
Meeting request
SENTIMENT
POSITIVE 0.82
NBA
Send 3 Thursday slots
LOGGED TO
IR Platform · Pipeline stage 05
§ 06 / SECURITY · PRIVACY

Zero raw-voice retention. Encrypted transcripts.

◉ POLICY

Raw audio

Retained only within audit window.

◉ POLICY

Transcripts

Encrypted at rest. Per-client key.

◉ POLICY

Regional residency

CA · US · EU · JP edges.