Industries · Funeral & Memorial Services
Answer people planning ahead around the clock, an AI agent that explains preneed and final-expense options and connects them to a counselor, and never sells a plan, quotes a firm price, or gives financial advice.
Someone planning their own arrangements wants to understand preneed trusts, insurance-funded plans, and what protects their money. Fred explains the options and connects them to a counselor, while the plan itself, pricing, paperwork, and any payment go straight to your team.
Built for state preneed-trust statutes and the FTC Funeral Rule. Plans and pricing stay with a licensed counselor.
Talk to Fred.
Server-side guardrails
Death care meets families on the hardest day, where a careless price quote, a false claim, or a missed cry for help isn’t a bad review, it’s a wound and a violation of the FTC Funeral Rule. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced on our servers before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Pack rules enforced in addition to baseline protections.industry.funeral-services
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| funeral-emergency | ESCALATE | S4 | input | Please know you don't have to go through this alone, and support is available right now. • findahelpline.com — free, confidential crisis support worldwide • In the US & Canada: call or text 988 (Suicide & Crisis Lifeline) • If… | contains: join them, be with them again, can't do this without them |
| funeral-grief-escalate | ESCALATE | S3 | input | I'm here to help. Let me connect you with one of our funeral directors right now — they'll walk you through everything, one step at a time, at your pace. There's no rush on this call. | contains: someone just died, just passed away, lost my mother +17 |
| funeral-no-arrangements | DENY | S3 | input | Those steps need to happen directly with a funeral director — they involve legal authorizations and paperwork that I can't handle through this conversation. Let me connect you with someone who can take care of everything with you. | contains: sign the paperwork, sign the contract, authorize the cremation +9 |
| funeral-no-pricing-specifics | DENY | S3 | output | Pricing depends on the specific services, merchandise, and options you choose — and by law, our funeral directors provide a detailed, itemized price list so you can see exactly what each item costs with no surprises. Let me con… | contains: the cost is $, the price is $, cremation costs $ +12 |
| funeral-no-embalming-claims | DENY | S3 | output | Embalming requirements vary — they depend on state law, the timeline, and the type of service you're planning. A funeral director can explain exactly what applies in your situation. In many cases, there are alternatives. | contains: embalming is required, must be embalmed, required by law to embalm +4 |
| funeral-preneed-escalate | ESCALATE | S3 | input | Planning ahead is a thoughtful decision, and there are several options to consider — including trust-funded plans, insurance-funded plans, and other arrangements. Each one works a little differently and has different protection… | contains: plan ahead, preplanning, preneed +13 |
| funeral-complaint-escalate | ESCALATE | S2 | input | I'm sorry you're going through this — especially at a time like this. Let me connect you with a manager who can review your concerns directly. You also have the right to file a complaint with the FTC or your state funeral board… | contains: file a complaint, report the funeral home, overcharged +13 |
| funeral-arrangement-escalate | ESCALATE | S2 | input | I can help get you connected. Let me reach one of our funeral directors — they'll walk you through every option and answer all your questions. No obligation, and everything at your pace. | contains: need to plan a funeral, need to arrange a funeral, arrange a cremation +21 |
| funeral-pricing-disclaimer | DISCLAIMER | S2 | output | contains: price, cost, fee +8 |
The boundaries Fred holds, no matter how a visitor asks.
Layered on top of the pack, unique to your provider. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
These industry rules stack on top of the always-on baseline, the FTC Funeral Rule, state funeral-board law, and preneed-trust statutes, and macro overlays. See how the guardrail layers work
Every conversation lands in your system with a clear, plain-language summary, what the family needs and how urgent, so an at-need family reaches a director right away and someone planning ahead reaches the right counselor. Someone planning ahead gets connected to a preneed counselor with a summary in hand, so they get straight answers without pressure.
Preneed plans involve trusts, insurance, and state protections that a licensed counselor must set up. Fred explains the options clearly and connects you, so you get the right plan without a hard sell.
No. Medicaid spend-down and financial questions need a qualified professional. Fred explains the general landscape and routes you to the right person.
The FTC Funeral Rule requires itemized pricing. Fred explains preneed and final-expense options and connects you to a counselor for exact, locked-in numbers.
Yes. Fred answers around the clock and routes your counselor with a clear summary. Direct integration depends on the tools you run. Our training videos show you how, or you can add a paid setup.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.
