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gunn.wealthx.au

Gunn.Get Started

All Your FinanceNeeds, One Expert Team.

WealthXFeel free to chat with us

Hi, we're buying our first home

How much deposit do we need?

10:42 pm

Congratulations! It depends on the loan, and first home buyer schemes can lower it.

10:42 pm

Would you like a free call with Jordan to work out yours?

Change topic

Type your message hereHi, we're buying our first homeHow much deposit do we need?

The chat on gunn.wealthx.au, a broker site built on WealthX.

The chat open on gunn.wealthx.au at 10:42 pm. A visitor buying her first home asks how much deposit they need, and the AI answers in the same minute, then offers a free call with Jordan.

On your site

Paste one bit of code.

Copy the embed code into your website, and the chat is live.

Your coloursIt takes your brand colour, or pick another.
Your nameVisitors see your firm's name at the top.
Topics for lendingBuy a home, refinance, invest, or book a meeting.
Your booking linkChoose whose booking page the chat offers.

Tawny Lending

Let's find your home loan

We compare the lenders and do the legwork for you.

Tawny LendingFeel free to chat with us

Hi there!What would you like to discuss today?

Buy a Home

Refinance

Investment Property

First Home Buyer

Book a Meeting

General Question

Embed codePaste it into your website to put the chat live.

<script>
  (function(w, d, s, o, f, js, fjs) {
    w['WealthX-Widget'] = o;
    w[o] = w[o] || function() { (w[o].q = w[o].q || []).push(arguments) };
    js = d.createElement(s), fjs = d.getElementsByTagName(s)[0];
    js.id = o; js.src = f; js.async = 1; fjs.parentNode.insertBefore(js, fjs);
  }(window, document, 'script', 'wx', 'https://widget.wealthx.au/loader.js'));
  wx('init', { company: 'tawny-4821' });
</script>

The Embed code card with its copy button ticked, beside a broker's website where the chat opens in the firm's own colour and name, on topics for buying, refinancing, investing, first home buyers, booking a meeting and general questions.

Your rules

Sounds like your business.

Set its tone and language, and tell it what your business does.

Four tonesProfessional, Friendly, Enthusiastic or Casual.
Australian EnglishSpelt the way your clients spell it.
Standard rulesGuide how it answers, in plain words.
Hand-off rulesSay when a chat should come to you.

WealthX AI

Skill ListSettings

General Configuration

Agent Name

Tawny Lending

Business Description

We're a mortgage broker in Sydney, helping first home buyers, refinancers and investors find the right loan.

General Settings

ToneDefine how the Agent talks

CasualFriendly

LanguageLanguage the Agent will use to respond

EnglishAustralian English

Rule Set

Standard RulesHand-off Rules

Hand-off rules define when the AI should transfer a conversation to a human agent.

Hand off to a human agent when the customer explicitly asks to speak with a person.

Hand off when the customer expresses strong frustration or raises a formal complaint.

Hand off when the request needs a binding quote, legal, or compliance decision beyond the agent's scope.

WealthX AI settings. The business is described, the tone changes from Casual to Friendly, the language to Australian English, and two hand-off rules are switched on.

Conversations

Every chat, in one inbox.

Website chats land in Conversations, beside your emails. Step in any time.

AI ActiveSee which chats the AI is handling.
Take OverReply yourself, or let the AI handle it again.
Chats and emailsOne list, with tabs for Emails, Urgent and AI Active.

Conversations

Search conversations...

AllEmailsUrgentArchivedAI Active

Sarah HarbourJust now

AI Active2

AI: Would you like a free call with Jordan to work out yours?

Kai Young3h ago

AI Active

Kai: Great! I have $85,000 saved for a deposit on a $760,000 home.

Aisha RahmanYesterday

Manual

Aisha: Yes, video call on Wednesday at 2pm works perfectly for me.

Freya BakerSat

Needs Attention2

Freya: Can I speak with a real person? I have urgent questions.

Sarah HarbourAI Activesarah.harbour@example.com

Take Over

Sarah HarbourHi, we're buying our first home10:42 pm

Sarah HarbourHow much deposit do we need?10:42 pm

AI AssistantCongratulations! It depends on the loan, and first home buyer schemes can lower it.10:42 pm

AI AssistantWould you like a free call with Jordan to work out yours?10:42 pm

AI is handling this conversation. Take Over to reply directly.

Conversations, with Sarah Harbour's website chat on top, marked AI Active and Just now, and her thread open: her two questions and the AI's two replies at 10:42 pm, with a Take Over button.

Booking

Calls land in your calendar.

The chat offers your booking page. They pick a time you're free.

Only free timesBusy times in your calendar are left out.
Straight inIt's in your calendar at once, with an invite to your client.
You confirmAccept each request in Appointments.

WealthXFeel free to chat with us

Book an Appointment

Choose a time that works for you with one of our advisers.

Open Booking Page

Change topic

app.wealthx.au/book-appointment/jordanmitchell-k3v9q2m8x1t4zb

Book an Appointment

Request a meeting with your adviser. They will confirm once the appointment is reviewed.

JMJordan MitchellMortgage Broker

Time slot

Tuesday 17 November

Morning

9:00 am9:30 am11:00 am11:30 am

Afternoon

1:30 pm2:00 pm2:30 pm4:00 pm4:30 pm

CancelBook Appointment

November 2026View appointment request (1)

Mon16Tue17Wed18 10 AM10:00 AM BDM catch-up 11 AM11:00 AM Daniel Wong 12 PM12:00 PM Lunch 1 PM1:00 PM Aisha Rahman 2 PM2:30 PM Sarah Harbour2:00 PM Ethan Clarke 3 PM3:00 PM School pickup3:00 PM School pickup

Three steps. The chat offers Jordan's booking page; on it, 2:30 pm on Tuesday 17 November is picked from his free times; then the request sits in his week at 2:30 PM, with View appointment request (1) in the toolbar.

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