Lorikeet
for PEXA
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We built an AI support agent trained on the PEXA Help Centre. Ask it about workspaces, financial settlements, digital certificates, or any of the state-specific procedures your practitioners handle every day. It cites its source article on every answer, refuses to quote duty amounts, and hands off cleanly when a question falls outside its scope.
click any prompt to copy it
Every answer comes from the live PEXA Help Centre. The agent will say when a question isn't covered rather than guess.
Grounded in the PEXA Help Centre and shaped around the questions practitioners actually ask mid-workspace.
Creating and joining workspaces, workspace roles, invitations, workspace statuses, and the Ready check.
Financial settlement schedules, trust account verification and authorised signatories, invoicing, and workspace fees.
Mortgages, caveats, transfers, Form 25 for foreign transferees, lodgement verification, and residual documents.
NSW, VIC, QLD, WA, SA, ACT, TAS, and NT. The agent asks for jurisdiction before answering when a question crosses state boundaries.
Mobile Signing setup, Gatekeeper-accredited certificate transitions, refunds on unused USB hard tokens, MFA and Okta Verify.
Never quotes duty amounts, never recommends concessions, never echoes BSB or account numbers in chat. Hands off when the answer isn't in the Help Centre.
Real content, real rules, real testing. No mock data, no invented answers.
Every article across Workspace Basics, Financial Settlements, Digital Certificates, Settling on Time, and the four PEXA products, indexed and searchable.
Never quote duty amounts. Never handle bank details in chat. Ask for jurisdiction on state-specific questions. Cite the source article on every answer.
Practitioners asking for a specific duty figure. Pasting a BSB and account into chat. Asking for a human straight away. All handled correctly.
Chat widget you can embed on pexa.com.au tomorrow. Every subsequent Help Centre update flows through without a redeploy.
A view of what a full deployment looks like when you're ready.
Full Help Centre coverage plus any internal SOPs, macros, or QA guidance you currently rely on for practitioner support.
Deflect the procedural volume from your voice and email channels. Chat opens on the Help Centre and pexa.com.au. No writes to workspaces yet.
Extend into Salesforce for cases, PEXA Exchange for read-only workspace lookups, and Genesys for warm handovers to your team.
The same agent handles voice on your practitioner support line, email intake, and chat. One knowledge base, one set of rules, three channels.
The concrete outcomes practitioners and the contact centre both feel.
Procedural volume that currently arrives by phone can be answered in chat, at chat's cost profile. Voice reserved for the complex cases that need it.
Settlement questions at 6:57 pm on a Thursday get answered, not queued. No rota, no wait time, no callback.
Every NSW answer matches every other NSW answer. No agent-by-agent variance on stamp duty entry, lodgement verification, or trust account rules.
Every response names the Help Centre article it drew from. Practitioners can open the original for full detail without leaving the flow.
Refuses to quote duty amounts, refuses to give legal advice, refuses to handle bank details in chat. The compliance line is coded in, not left to agent training.
Every Help Centre article your content team publishes propagates through the agent without a redeploy.
Happy to walk through the sim results, share the KB gap analysis, or scope a full deployment.
Talk to the team