Organized first contact
Set the topics your agent may handle.
Helpful conversations, handled with care.
Organize first contact, answer general questions, and direct financial requests to the right channels and professionals.
Organize financial requests from the first contact
Answers to general questions
Configure questions and routing rules.
Responsible routing
Review conversations and improve the experience.
For different financial operations
Route account and service questions to the right team.
Product information
Set the topics your agent may handle. Use the configured information and route exceptions to the right team.
Request triage
Configure questions and routing rules. Use the configured information and route exceptions to the right team.
Appointments with specialists
Review conversations and improve the experience. Use the configured information and route exceptions to the right team.
Routing to a human representative
Set the topics your agent may handle. Use the configured information and route exceptions to the right team.
Financial service
Product information
Clear paths for common financial requests
Built for financial service operations
Explore the platformConnect your existing systems
Configure tools and APIs approved by your organization.
Set the voice and instructions
Adjust the agent's voice and guidance for each interaction.
Define the agent's scope
Choose which information, answers, and actions are available.
Route cases to your team
Send requests that need specialist attention to the responsible team.
Shape workflows around your operation
Organize questions and next steps around your established processes.
Organize after-hours follow-ups
Record requests when your team is unavailable and prepare the next step.
Make every conversation count.
Frequently asked questions
What can the agent handle for financial services?
You choose the topics, information, and actions available to the agent. Start with product information and define when the conversation should be routed to your team.
Can the agent transfer a call to a person?
Yes. Set the conditions for a transfer and the team that should receive the request.
How can I test a workflow before launch?
Try scenarios such as product information, review the responses, and adjust the flow before connecting it to customers.