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AI agent for investor relations managers

Shareholder Inquiry Response Agent

Timely, consistent and compliant replies to shareholders

CommunicationComplianceFinance
See how it worksGet access
Shareholder Inquiry Response Agent: what goes in, what the agent does and what you get

What it does

An IR inbox mixes shareholder questions about dividends and transfers with media requests and rumor questions, and one careless answer can disclose non-public information. This agent sorts inquiries by type: transfer agent issues, dividend questions, meeting questions, company questions and media. It drafts answers using public information only, such as filings and the IR site. Transfer agent issues are routed with instructions, and media goes to communications. It then checks each draft for non-public information and for consistency with past answers. If a draft fails, it rewrites it or routes it to the IR manager when a policy answer is needed. The IR manager approves every reply before it is sent. Edge case: a shareholder asks about a rumored acquisition that has not been announced, so the agent drafts the standard no comment answer.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New inquiries 2 DOES Sort by type 3 USES A TOOL Find public answers 4 USES A TOOL Draft replies 5 CHECKS THE RESULT Do drafts avoid non-public information and matchpast answers? If not: rewrite or route to IR manager. Back to step 4. 6 YOU APPROVE IR manager approves replies 7 RESULT Replies sent and logged
Read the steps as a list
  1. New inquiries
  2. Sort by type
  3. Find public answers
  4. Draft replies
  5. Do drafts avoid non-public information and match past answers?If not: rewrite or route to IR manager. Back to step 4.
  6. IR manager approves repliesThe agent waits here for your OK.
  7. Replies sent and logged

How it decides

It routes by type and answers only from public sources.

  • Rumor or market question: standard answer
  • Transfer agent issue: route with instructions
  • Media: route to communications

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Inquiry types
  • Answer library
  • Response time target
  • Routing rules

What keeps you in control

It always asks you first

  • Sending replies

Hard limits

  • Never discloses non-public information
  • Never gives investment advice

It stops when

  • Done: inbox cleared
  • Stop: legal hold on topic

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Monday the IR inbox held 34 inquiries. The agent answered 12 dividend questions from the dividend page and routed 6 transfer agent issues. Two replies about a merger rumor failed the check because a draft hinted at board talks. The agent replaced them with the standard no-comment reply and rechecked. The IR manager approved all 34 replies, which were sent and logged.

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