Every agent. Every phone. Full AI power.
The JARVAS Companion App puts a full AI-powered business assistant on every agent's smartphone. No laptop required. No complex software to learn. Just talk to JARVAS.
Powered by GPT-5.2 and Azure Neural Voice
The Distributor Toolkit is the full desktop experience. The Companion App eliminates the barrier to entry — giving your entire field force an AI co-pilot in their pocket.
JARVAS
Sales Context
Good morning! I've prepared your daily briefing. You have 3 meetings today and 2 follow-ups due.
Show me Nancy's profile before my 10am
Nancy Chen — last meeting 3 days ago. FNA completed, life cover gap of R2.1M identified. She expressed interest in...
Just talk. JARVAS listens, understands, and acts.
Conversational AI that feels like talking to a colleague, not typing commands. Powered by GPT-5.2 and Azure Neural Voice.
You speak
Voice input via Web Speech API with real-time transcription. Talk naturally — JARVAS captures every word as you speak.
JARVAS understands
GPT-5.2 processes your request with full context — your pipeline, your calendar, your customer profiles. Responses stream in real-time.
JARVAS responds
Azure Neural TTS speaks back with look-ahead synthesis for zero dead air. A conversational AI that sounds like a colleague, not a robot.
Two worlds. One assistant.
A single tap switches between Sales and Recruitment — two completely separate AI workspaces with their own conversation histories, tools, and context-aware modes.
Available Modes
Capabilities
- Customer lookup & profiling
- Calendar management
- Pipeline overview
- WhatsApp & email drafting
- FNA data retrieval
- Meeting recording & analysis
JARVAS
Sales Context
Sales Assistant
Customer management, meetings, FNA
Your entire business, one conversation away.
Whether you're an advisor managing clients or a manager building a team, JARVAS is your daily command center — always available, always up to date.
Customer Lookup
"Show me Nancy Chen's profile" — instant access to full customer data, FNA results, communication history, and upcoming meetings.
Calendar Management
"Schedule a meeting with David for Thursday at 2pm at Starbucks" — create, reschedule, and cancel meetings by voice.
Pipeline Overview
Real-time view of your sales pipeline — active prospects, pending FNAs, follow-up priorities, and conversion metrics.
Communication Profiling
JARVAS drafts contextual messages based on full customer profiles — then sends via WhatsApp or email with one tap.
FNA Data Retrieval
Pull Financial Needs Analysis results instantly — cover gaps, affordability data, existing provisions, product recommendations.
Gamification Stats
Track your points, achievements, leaderboard position, and progress toward incentive targets — all by asking JARVAS.
AI that doesn't just talk. It does.
JARVAS takes real action on your behalf — schedules meetings, sends messages, drafts emails, advances pipelines, generates documents. Not a chatbot. A business operator.
Calendar
Schedule, reschedule, and cancel meetings by voice
Contextual messages with one-tap deep links
Pre-drafted emails from full customer context
Pipeline
Advance candidates through 7 steps with Smart Advance
Documents
PDFs and Word docs generated on demand
Intelligence
Customer and candidate briefings and analytics
Action Cards in the Chat
"Hi Nancy, just following up on our discussion about the life cover gap we identified..."
Thursday, Feb 20 at 2:00 PM Starbucks Sandton City With: David Naidoo
"Dear Mr. Thompson, Thank you for meeting with me yesterday. As discussed, I've prepared..."
Every action is logged to the shared activity timeline — visible across the Toolkit and to your entire team.
Practice makes perfect. Train with AI before the real thing.
AI-powered scenario practice for both sales and recruitment. Multiple difficulty levels, realistic AI personas, and dynamic voice selection — JARVAS picks a voice that matches the scenario.
Sales Role Play
For advisors
Objection Handling
Practice overcoming "I can't afford it," "I need to think about it," and other common objections.
Product Positioning
Learn to match the right insurance products to customer needs with conviction.
Closing Techniques
Rehearse closing strategies from soft asks to assumptive closes.
Needs Analysis
Practice conducting thorough financial needs analyses with realistic AI customers.
Recruitment Role Play
For managers
Career Presentation
Rehearse presenting the career opportunity to skeptical candidates with compelling arguments.
Candidate Objections
Handle "I'm happy in my current role," "Insurance isn't for me," and other pushbacks.
BH Interview Rehearsal
Practice conducting branch head interviews with AI candidates before the real ones.
Retention Conversations
Prepare for difficult retention conversations with at-risk team members.
Credible research. Instant answers. Better decisions.
GPT-5.2 finds and synthesizes information from credible sources, giving you and your customers or candidates the evidence to make confident decisions.
Sales Research
- Market data and competitor analysis
- Product information and comparisons
- Meeting preparation briefs
- Customer decision-support articles
Recruitment Research
- Career opportunity research
- Industry insights and trends
- Recruitment best practices
- Candidate decision-support materials
Example Research Conversations
"What are the key benefits of a career in financial services for someone leaving corporate?"
JARVAS synthesizes information from multiple credible sources, providing a structured comparison with cited references the candidate can verify independently.
"Compare whole life vs universal life insurance for a 35-year-old with two dependents"
JARVAS provides a detailed comparison table with pros, cons, and cost projections — backed by current market data and regulatory context.
The AI-powered recruitment engine.
A complete 7-step recruitment pipeline with Smart Advance logic, Recruitment AI assessments, and pipeline analytics — all managed by voice.
7-Step Pipeline · 10 Granular Sub-Actions
Smart Advance
When advancing a candidate, JARVAS checks for incomplete sub-actions at the current step. If found, it offers to complete them — or the manager can override and force advance. No candidate falls through the cracks.
Recruitment AI Assessments
Career Discovery
AI-guided conversation exploring candidate motivations, expectations, and career fit.
BH Interview Prep
STAR-based behavioral assessment simulation. AI conducts a realistic branch head interview.
Managers send invites directly from JARVAS. Candidates complete assessments on the Recruitment AI Portal. Results flow back automatically.
One tap from AI draft to sent message.
JARVAS drafts contextual messages based on full customer and candidate profiles, then delivers via WhatsApp or email with a single tap. Works for both Sales and Recruitment communication.
Voice command
"Send Nancy a WhatsApp about her upcoming POP review"
JARVAS drafts & presents
A contextual message is drafted based on the full customer profile. An action card appears with one-tap send options.
“Hi Nancy, I wanted to touch base regarding your upcoming POP review scheduled for this week. I've prepared a summary of the key points we'll cover...”
One tap to send
Tap WhatsApp — it opens pre-filled. Tap Email — your mail client opens ready to send. Communication is logged to the shared activity history.
Pre-filled message via deep link
Pre-filled via mailto
Reports and documents. Generated by voice.
Say “Generate a pipeline report” and JARVAS creates a professional document in seconds. PDF and Word formats, delivered via action cards.
Candidate Profiles
Comprehensive candidate profile documents
PDF / WordPipeline Reports
Full pipeline status and analytics
PDF / WordAssessment Summaries
Scores, recommendations, and insights
PDF / WordInterview Prep
BH Interview preparation guide with AI analysis
PDF / WordActivity Summaries
Recruitment activity and meeting summaries
PDF / WordCustomer Summaries
Customer profile and interaction history
PDF / WordHow It Works
Voice command
"Generate Sarah's profile report"
JARVAS generates
Professional document in seconds
Download card
PDF or Word — one tap download
No laptop. No problem.
The Companion App is a Progressive Web App that installs on any smartphone — iOS or Android. It eliminates the barrier to entry for your entire field force.
Not every agent has a laptop. Every agent has a phone. The Companion App means your platform reaches your entire sales force, not just the desk-bound ones.
- Full conversation persistence — pin, rename, archive, delete, search
- Streaming AI responses with live token rendering
- Dark theme UI with JARVAS brand identity
- Works on mobile data — no Wi-Fi required
- Install as a home screen app — no app store needed
- Same capabilities on phone, tablet, and desktop
Any smartphone
iOS and Android
10 seconds
To install
No app store
Install from browser
Distributor Toolkit
How can I help you today?
Show my pipeline
You have 12 active prospects. 3 need follow-up this week...
Companion App
Toolkit on Tablet
Give every agent an AI co-pilot.
The JARVAS Companion App transforms how your field force operates — from pipeline management to training to communication. All from the phone in their pocket.
Voice-first AI · 25+ agentic tools · Dual-context Sales & Recruitment · Works on any smartphone