What is Dialora.ai and what does it do?

Dialora.ai a pre-trained AI voice agents platform that is ready for use in production. It can handle both incoming and outgoing customer calls, including arranging appointments, answering FAQs, sending reminders, and following up, all without the need for a human agent.

How quickly can I set it up and start using it?

You don't need to know how to code to start your voice agent, all it takes is less than 10 minutes. Any team may put it up quickly and easily with prebuilt templates and specific settings.

Does Dialora.ai support outbound calls for follow-ups or reminders?

Yes. Dialora.ai can make outgoing calls to confirm appointments, re-engage prospects, get feedback, or remind clients without you having to phone or chase them down.

Can it integrate with my existing CRM, calendar, or support tools?

Yes, for sure. Dialora.ai works perfectly with HubSpot, Salesforce, Google Calendar, and other applications, so your processes are always connected and up to date.

How secure is my customer and business data with Dialora.ai?

All data is safely stored in-house and encrypted. Dialora is compliant with SOC 2, HIPAA, and PCI, which means that your private information is safe.

Zero Lost Leads, Zero Compliance Risks – One AI
Voice Agent for Finance

Every day, clients call for status updates, document requests, and appointment bookings while your team gets buried in repetitive calls and voicemail tag. All of this happens in a regulated world where every interaction must be secure, logged, and audit-ready.

See Dialora in Action – Free Demo

How Dialora Turns Every Call Into Opportunity

Dialora is a 24/7 AI voice assistant for accounting firms, lenders, and insurance agencies that answers calls, qualifies leads, collects documents, and nurtures clients while keeping every conversation fully compliant and traceable.

Turn Calls Into Leads

End Missed Opportunities

Answer every inbound call instantly and engage leads even after hours with no dropped inquiries.

Bulletproof Compliance Built In

Enterprise-grade security for client sensitive data, SOC 2-ready system, & complete audit trails

Drive More Closed Deals

Automated follow-up, document chasing keep loan, filing, and renewal on track and deadline reminders.

Finance

Dialora Manages
Everyday Financial Calls
for You

Dialora uses fluent, natural conversations to handle the bulk of routine client interactions, scheduling, status updates, payment reminders, and document requests without ever giving regulated advice. It integrates directly with your CRM and core systems and escalates complex cases with full context.

What Dialora Does in Your Firm

Always-On Scheduling

Clients can book or reschedule consultations anytime, & Dialora updates your calendar instantly. It also proactively calls to collect missing tax forms, bank statements, or insurance docs so your team isn’t chasing paperwork const

Proactive Reminders

Dialora sends automated alerts for tax estimates, premium due dates, loan milestones, or filing cutoffs then follows up until complete, reducing missed deadlines and keeping revenue pipelines active.

Accurate Status Delivery

Dialora pulls approved info from your systems to answer routine questions on loan progress, claim status, or payment schedules. When a licensed professional is needed, it performs a warm transfer with a complete conversation history.

Security and Compliance, First and Always

Built from the ground up for regulated financial services, never an afterthought.

Data Security & Encryption

SOC 2-ready platform protecting sensitive financial data, encrypted in transit and at rest.

Access & Compliance

Role-based controls, comprehensive audit logs, and support for regulatory requirements.

Secure Payment Handling

PCI-compatible flows are available for discussing balances or processing payments over the phone.

NOTE

Dialora never provides tax, legal, or investment advice; never issues approvals or commitments; and immediately escalates any regulated or complex matter to your licensed professionals.

The Impact on Growing Financial Firms

Practices using Dialora consistently achieve:

40%+

Less staff time on routine inquiries, document chasing, & follow-ups.

25%

Fewer “just checking in” status calls thanks to proactive client updates

75%

Faster cycle times for loans, claims, and renewals driven by instant

Real Wins from Financial Teams Using Dialora

This tool is so easy to deploy it is not even funny. I spoke with the founder and the CTO and they are not playing around with this tool. I can upload a spreadsheet and have Dialora just make outbound calls and set appointments for me — boom, it’s done. Makes both inbound and outbound calls with little to no effort, Eleven Labs integration, sub accounts that 10x your investment — this tool is just that good.

Jenny Jones, Digital Growth Hacks Club

Verified purchaser, App Sumo

From what I've seen and heard from a livestream with the founder, they have. The company is backed by a large profitable business with very solid ARR and the founder has created the plans with a long term vision in mind AND has made it agency friendly. A big plus for me. Another nice touch is the native Cal.com integration. I just watched Avi call a newly set up AI agent and book a call, live and it worked flawlessly. That alone sold me.

Josefa

Verified purchaser, App Sumo

As a small business owner, time is my most valuable resource. Dialora has completely transformed the way I manage customer calls and lead follow-ups.. The AI-powered voice agent is unbelievably efficient, it handles calls professionally, qualifies leads, and even schedules appointments without missing a beat. I’ve saved hours of repetitive work, and my customers love the quick and seamless service they get. It’s like having a 24/7 receptionist on your team! Dialora is a total game-changer!

Basant Kumar (Saas Guru)

Verified purchaser, App Sumo

I agree with a previous reviewer; don't sleep on Dialora AI. This AI voice agent platform gets the basics right while offering thoughtful extras. The interface is clean and creating an agent is fast and straightforward— the provided templates and guided steps let you define intents, choose voices, and build call flows in minutes without deep technical expertise.

mike daniels

Verified purchaser, App Sumo

In the rapidly evolving landscape of digital solutions, identifying a tool that consistently meets its promises is paramount. Setting up was easy as we use another AppSumo AI calling tool since last year. One of the most encouraging aspects is the rapid implementation of new features, recent integration with Google Calendar. The swift deployment of new functionality reinforces confidence in the tool's long-term vision and the development team's commitment to continuous improvement.

nexusdms.net

Verified purchaser, App Sumo

Feature-Rich Platform with Responsive Team. The application is feature rich, intuitive, and fluid in design. The user interface makes building and managing voice agents straightforward, and the breadth of customization and integration options stands out. From my experience, the team behind Dialora has also been highly responsive and helpful, which goes a long way in supporting adoption and problem solving.

Quintin Lee

Verified purchaser, App Sumo

Loving Dialora on AppSumo-the product’s got massive potential just like their other gems on Appsumo. The team’s is responsive, integrations great. I do see room for improvement. The email and sms messaging I am looking for for. I know my clients will love this service. I know the team is working on this feature on the background. and I see huge upside.

David

Verified purchaser, App Sumo

I am really loving Dialora and it is just what I needed to take my business to the next level. Not only do I have a service that can answer calls but can also weed out unnecessary call backs but can provide information to prospective customers saving me time in my business day. Nishant is a business saver! Thank you so much Nishant! You rock and you saved my day.

kellybaker76

Verified purchaser, App Sumo

I tried Dialora's demo and was really impressed, so I decided to buy the 'one code' basic level and try it out. It is really AMAZING. I wanted to test it quickly, so I threw everything I wanted it to learn in a Word document, and gave that to Dialora for training. Then I called in. Wow. It did everything I was hoping it would and more. 'm really impressed. Highly recommended.

johnverbrugge

Verified purchaser, App Sumo

I’ve only recently started using Dialora.ai, yet it’s already obvious that this platform is not just exceptionally well designed and powerful, but probably one of the best AI Voice Agents platforms I have used so far.

Hajo Rappe

Verified purchaser, App Sumo

I've finally stopped loosing revenue from manual calls. So, I am a solo nocode founder here. This is what i liked: Setup is simple. You can ship a v1 fast. Transcripts help you upgrade scripts and FAQs. Team support replies fast and with examples. My 2 cents. Start with one use case only, like inbound qualification. Add one transfer rule and review transcripts daily for a week. If you need a phone teammate that never sleeps, this is worth it.

Ar Bhavesh Growth

Verified purchaser, App Sumo

The setup process was incredibly straightforward - I had our AI voice agent up and running within hours, not days. What impressed me most is how natural the conversations sound. Our prospects can't tell they're talking to an AI initially, which is crucial for maintaining trust. The CRM integration is seamless - everything syncs automatically without any manual work on my part. No more lost follow-ups or missed opportunities.

Mario Bosquet

Chief Marketing Officer - Keenfunnel, G2 user

I’ve been using Dialora.ai for a few weeks now, and it’s a game-changer in AI-driven voice automation. Setting up a voice agent was effortless - no coding needed, and it handles inbound/outbound calls, appointment bookings, and FAQs with natural-sounding voice and real-time transcription. I appreciate the built-in fallback logic, analytics dashboard, and call insights - it’s helped my team save hours while maintaining high-quality customer interactions. While it may not solve ultra-complex queries, it’s perfect for routine automation. Highly recommend!

Paresh Mayani

CEO - SolGuruz, Product Hunt reviewer

FAQs

Dialora captures the full context of every conversation and delivers a complete summary to your team before any follow-up. This ensures your specialists are fully informed and can handle detailed or regulated matters confidently.