AI Chatbot for Investor Relations Pages
SleekAI reads your published filings, investor presentations, earnings releases, and IR contact list live, so analysts and shareholders get specific answers about reports, dates, and contacts grounded only in what your IR team has already disclosed publicly.
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Direct analysts to the right disclosure, fast
Investor relations pages are visited by analysts, shareholders, and journalists looking for specific filings, dates, and contacts. They are usually structured as long lists of PDFs, with no easy path from a question like 'when is the next earnings call' to the right document. SleekAI reads your live WordPress content, so the chatbot can answer those questions citing the IR posts, earnings releases, and disclosure archive you have already published.
Filings, presentations, and earnings transcripts live as posts or media library entries with metadata. Earnings dates, ex-dividend dates, AGM dates, and IR contacts are all readable as named context. The bot does not invent numbers; it points at the document where the disclosure was made and surfaces the IR contact for anything beyond what is publicly disclosed.
For groups with multiple listed entities or regional shareholder bases, multibot lets each entity have its own chatbot scoped to its own filings and contacts. Conversations are logged in WP admin so IR can see which questions come up most, which often signals which disclosures need clearer surfacing on the page itself.
Workflow
Setting SleekAI up for an investor relations page
Index the filings archive
Connect the IR calendar
Wire up IR contacts
Multibot per entity
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IR page chatbot in action
Comparison
Why IR teams pick SleekAI
Generic chatbot
- Doesn't know your filing schedule
- Can't see your latest disclosures
- Sends generic links instead of your filings archive
- Misses earnings call and AGM detail
- Monthly fees on a low-traffic page
SleekAI chatbot
- Reads your live filings and earnings posts
- Quotes disclosed dates verbatim
- Links to real reports and IR contacts
- Answers in your IR team's tone of voice
- One-time license, runs on your own API key
Features
What SleekAI gives you for investor relations pages
Filings-aware answers
SleekAI reads your filings archive, earnings releases, and presentation deck listings, so answers point at the exact document where a disclosure was made instead of summarizing it.
Earnings calendar
Earnings call dates, AGM dates, ex-dividend dates, and report publication dates pulled from your IR calendar copy, so analysts get the schedule directly without scanning the page.
IR contact routing
Route analyst, journalist, and shareholder inquiries to the right contact, IR, PR, or shareholder services, based on the topic, using the contact list already on your IR page.
Use cases
How IR teams use SleekAI
Analyst prep
Sell-side and buy-side analysts find specific filings, transcripts, and metrics fast, with the bot pointing at the document where each number was disclosed.
Shareholder questions
Retail shareholders ask about dividend dates, AGM logistics, and share registry contacts, answered with links to your existing shareholder services pages.
Financial press
Reporters need confirmed earnings dates and recent filings, surfaced in one exchange instead of a long PDF list, with PR routing for anything beyond public disclosures.
The bigger picture
Why investor relations chatbots have to stay strictly on disclosed content
Generic chatbots fail IR pages because the rules around disclosure are tight and the cost of getting them wrong is high. Selective disclosure rules require all market participants to receive material information at the same time, which means a chatbot that hallucinates a forward-looking number or speculates about an upcoming filing creates direct regulatory exposure for the issuer. Analysts and reporters arriving at the IR page expect the page itself to be authoritative; a chatbot that drifts from disclosed content undermines the page's purpose.
The high-leverage moves on an IR page are narrow: hand over the right filing, confirm the right date, route to the right contact. A chatbot that does those three things while strictly refusing to speculate about anything else gives analysts a faster path to the same documents they would have eventually found, without creating any new disclosure surface. For multi-entity groups, scope per entity is essential; a chatbot that mixes parent and subsidiary filings could cause real confusion.
SleekAI reads live WordPress content, so new filings, calendar updates, and contact changes propagate the same minute they go live, while staying strictly inside the published disclosure surface.
Questions
Common questions about SleekAI for investor relations pages
Yes. SleekAI reads your live WordPress content, so the moment you publish a new filing, earnings release, or presentation, the chatbot answers reflect it. There is no retraining step and no manual sync. For IR teams with quarterly filing cadences, this matters because a chatbot that quotes last quarter's figures hours after the new release would breach the disclosure principle of equal access.
 No. SleekAI only references content you have already published. If an analyst asks about figures from an unreleased quarter, the bot says so honestly and routes them to the IR contact. This is the correct default; selective disclosure rules require equal public access, and a chatbot guessing at undisclosed numbers would create real regulatory risk for the issuer.
 SleekAI only quotes forward-looking language that already appears in your disclosed materials, where it is bounded by your published safe-harbor language. The bot will not generate fresh forecasts or commentary. We recommend keeping safe-harbor and disclaimer language prominent on the IR page so the bot can quote it alongside any forward-looking content it surfaces.
 Yes. If an analyst writes in German, French, Japanese, or any other language the model supports, SleekAI replies in that language. This is useful for cross-listed companies or those with international shareholder bases. Filing names and dates keep their published form so analysts can match the chatted answer to the document index on the IR page.
 Yes. SleekAI supports multibot, so each listed entity in a group can have its own chatbot scoped to its own filings, calendar, and IR contact. For holding companies with multiple listed subsidiaries, the per-entity config prevents cross-entity answer mixing, which is critical when each entity has its own disclosure obligations.
 SleekAI is a one-time WordPress plugin license. You bring your own OpenAI API key, so usage cost is just the tokens, typically a fraction of a cent per conversation. Compared to monthly SaaS IR widget tools that bill regardless of usage, the total cost stays low on IR pages, which usually see steady but moderate traffic with spikes around earnings.
 No. The bot only references content you have already published on the public site. If a draft earnings release lives in WordPress as an unpublished post, the bot has no access to it. We recommend strict separation of draft and published content in your CMS, since the chatbot will accurately respect what is and is not public.
 Yes, as long as your contact list distinguishes them. The bot reads dedicated shareholder services contact blocks, transfer agent details, and IR contacts, then routes the inquiry to the correct one. Retail holders asking about dividend reinvestment go to the registrar; analysts asking about reporting go to IR; reporters go to PR or IR depending on topic.
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