A stolen card can’t wait for Monday. Neither can your phone.
A customer spots a charge they didn’t make and calls the number in your app. Your whole team is on a bank partner call, and the customer starts to wonder if their money is safe. Phoneman answers, takes the details you need, and writes up every call.
- Free to start
- Test it before you forward
- Keep your number
The calls you getWhat it handles for fintech startups.
- Fraud and lost or stolen cardsCaptures: What the caller says happened and when, with no card number, PIN or code taken
- Missing payments and transfersCaptures: The amount and date the caller states, and what they were expecting
- Locked out of an accountCaptures: What they can’t get into and whether they say they need the money today
- Regulators, partners and investorsCaptures: Who is calling, their agency or firm, and what it is about
The details you need, every time.
- Customer, business or partner
- What they need, in their own words
- Any date or amount they state
- New or existing customer
- A callback number
“There are three charges on my card from a store I’ve never been to, all from this morning.”
- Summary
- Customer just found three card charges from this morning at a merchant they don’t recognize. Caller was politely stopped before reading out the card number.
- Asked for
- To have the card stopped
- Next step
- Call back now
- ImportantState banking department calling about a customer complaintReturn the call today
- LowAsking which banks you support for direct depositAnswered from your approved answer
Urgent calls first.
- Fraud or unauthorized activity the caller has just found
- A lost or stolen card or phone
- A caller who gave a code, password or money to someone they now doubt
- Money missing past the date it was promised
- A locked-out caller who needs the money today
- A regulator, examiner, court or law enforcement call
- Supported banks you have listed
- Office address and support hours
It answers. You decide.
- Stop a caller who starts reading out a card number, PIN or code, and tell them not to share it on the call
- Warn a caller asked for a code or a transfer by someone using your name to reach you only through your app or a number they trust
- Mark fraud and lost or stolen cards Urgent
- Offer to connect a caller to you, if they agree, when you have call transfers turned on
- Verify identity or look up any account, balance or transaction
- Say whether money will be refunded, recovered or arrive by a date
- Freeze, unlock or change anything on an account
- Give financial, tax or insurance advice, or accept legal papers by phone
- A caller asks: “Can I deposit cash into my account?”
- You approve: “No. We don’t accept cash. Add money by bank transfer or direct deposit.”
- Next time: The next customer asking about cash deposits hears that, with no callback needed.
Transfers, with consent. A caller says their phone and card were stolen an hour ago. With call transfers on, Phoneman asks first, then rings your support lead; outside your transfer hours it takes a message marked Urgent.
Make it yours.
Callers first hear your assistant say it’s the AI assistant; that line can’t be changed. This is what it says next. Replace {business} with your business name.
Thanks for calling {business}. Please don’t share card numbers or codes on this call. Is this about your account, or something else?
Start where you miss the most calls.
Essentials · $29.99/mo
100 AI minutes a month. Best for after-hours calls. Start free and upgrade when you need to.
Compare plans and estimate your minutesCan it freeze a card for a customer?
No. It can’t freeze, unlock or change anything, or look up an account. It marks the call Urgent so your team can act.
What if a customer starts reading out their card number?
It stops them politely and says not to share it on the call. Dates, amounts and a callback number are fine.
Will it tell a customer when their transfer will land?
No. It takes the amount and the date they were promised, and marks money that is past that date Important.
What happens when a regulator or examiner calls?
It takes who is calling, the agency and the subject, and marks it Important. It won’t accept legal papers or a subpoena by phone.
Never miss another call.
Set it up in about 3 minutes, call it yourself, and forward your calls only when you’re happy.