A AdvisorLevel

Try the live demo.

No signup needed — sign in with seeded demo credentials and click around. Every endpoint is real, every message goes through the real lexicon, and every action lands in the real audit log.

Sign in to the live app

Open /app →
email: ryan@demo.advisorlevel.test
password: Demo!Pass1
  • · Other roles: sue@ (Operations Manager), alex@ (Rep), carol@ (Compliance Officer)
  • · Same password for all
  • · 5 demo contacts seeded with active consent
  • · 1 flagged message in the review queue ready to triage

Things to try

  1. Go to /app/conversations, open a thread, hit Draft with AI in the composer.
  2. Send a clean message like "Confirming our Friday review at 2pm." — watch it WORM-archive.
  3. Try a flagged message: "This stock is a sure thing — guaranteed 25% return!" — see the lexicon catch it and route to review.
  4. Try an insider-info message: "I have non-public information you should act on" — get blocked + Compliance Officer + Owner notified.
  5. Visit /app/integrations and click "Connect" on Redtail — paste any string as the API key (stub mode auto-accepts).
  6. Click "Import contacts" — 5 demo Redtail contacts appear in /app/contacts.
  7. Send an SMS to one of them — within seconds the activity gets pushed back to Redtail.
  8. Visit /app/numbers, set forwarding on the seed number to your cell, hit POST /api/webhooks/voice/inbound and watch BXML come back.
  9. Visit /app/templates, create /confirm shortcut, type it in the conversation composer.
  10. Schedule a message for 5 min from now in /app/conversations; watch the cron flush land it.

Direct API exploration

Swagger UI for every endpoint:

Open API docs →