An AI agent that knows PEXA Exchange
Voice and chat support for conveyancers, lawyers and bank staff working in the workspace. Resolves lodgement errors, talks settlement status, and writes back to the workspace. Built from the public playbook, deployable on PEXA's real SOPs.
Call the agent
Australian number. Try a real settlement-day scenario — workspace stuck at lodgement, member locked out, invoice query.
+61 480 847 896 Same agent, same workflows, same guardrails as the chat.Open the widget
Bottom-right of this page. The agent has six mock tools wired to a fictional NSW conveyancer (Sarah Mitchell) and her active workspace.
Look bottom-right → Mention workspace WS-1184372 to start a real resolution flow.What's loaded in this demo
Six workflows wired to mock data for a fictional NSW conveyancer. The same shape we'd deploy against PEXA's real SOPs.
Workspace errors & lodgement issues
Name mismatch on transfer, funds not balancing, party not signed, state-specific quirks. Looks up the workspace, walks the member through the fix, resubmits for verification.
Settlement & workspace status
"Where is my workspace up to?" Reads the lifecycle stage, the scheduled settlement, and the next expected event in one short answer.
Member identity & access
MFA reset, password reset, workspace permissions, role changes. Calls a write action to reset MFA with a temporary bypass.
Invoice & billing
Line item explanations, payment status, direct debit failures, pass-through fee disputes. No financial advice — platform-only help.