Agents that run the business process, not just the call.
Customer conversations, back-office execution and live assistance. Three kinds of agents, one shared memory.
Conversational agents
Serve customers across voice, SMS, chat and email with shared context.
Back-office agents
Extract documents, validate data and update your systems, with approvals built into the flow.
Analytics & assist agents
Review conversations, surface the next action and support your people during live calls.
Conversational agents
Talk to your customers.
Inbound and outbound across voice, SMS, web chat and email. Carry the context from one conversation to the next.
Recorded voice demos
Hear the conversation. See the work.
Find a payment plan
Understand the customer's situation, discuss repayment options and arrange a handoff.
Every channel, one memory
Customers move between voice, SMS, web chat and email. The agent doesn't: one agent, one memory, so nobody repeats themselves. Change it once and it changes everywhere.
- Day 1 · VoiceWants to renew. Asked to pay in three parts.
- Day 2 · SMSOpened the link. Picked the 3-part plan — nothing re-explained.
- Day 3 · Web chatMade the first payment. The 3-part plan was already on screen.
- Day 9 · EmailReceipt and schedule sent automatically. Record closed.
Follow the conversation across languages
Understands ZIP codes, alphanumeric policy numbers and regional accents out of the box — in English and Spanish, and follows the customer mid-sentence when they switch.
Controls built into the workflow
Configure consent, contact hours and disclosure checks for each workflow. Hold or route a conversation for review when a configured check fails.
- Configured contact windows in the customer's time zoneChecked
- Recorded consent, suppression lists and contact frequency limitsChecked
- Required disclosures for the configured workflowChecked
✓ Messages or calls that fail a check are automatically held or blocked
Back-office agents
Run your processes.
From the first document to a review-ready case, inside your systems of record. Keep people in control of consequential decisions.
- Receive the applicationSMS · document received
- Extract document fieldsOCR · source attached
- Validate against the recordRules · missing fields flagged
- Update the CRM caseCRM · evidence linked
- Route to underwriting reviewHuman review · awaiting decision
- Share the approved next stepSMS · after approval
Source documents → validated fields → CRM record → human approval
Turn documents into work ready for review
Collect a document, extract its fields and check them against your records. Agents assemble the evidence and update the case; your team reviews exceptions and approves the next step.
Grounded in your systems
Ground responses in connected systems of record. Retrieve amounts, dates and addresses, then retain the source and action history so your team can trace what happened.
- [1] Monthly premium
policy_admin.premium - [2] Due date
billing.next_due_date - [3] Payment method
payments.card_on_file
Analytics & assist agents
Support your team in the moment.
Review connected conversations, surface the next action and help your people handle the moments that need attention.
Surface the conversations that need attention
Review connected conversations against your quality criteria. Surface customer concerns, potential policy issues and moments that need a supervisor's second look.
Explain the fee waiver policy, then offer a monthly payment plan.
Suggested response grounded in the configured policyHelp in the moment
When a live call gets hard, your people are not alone. The assist agent surfaces the exact policy and next best line on screen, and alerts a supervisor in real time.
Configure an alternative model for degraded service. Monitor latency and route eligible requests to the fallback while retaining conversation context.
Every change is tested on synthetic customers built from past calls before going live. Then the agent learns on the job and brings you evidence-backed upgrades to approve.
Put Agents to work.
Bring us your first use case. We’ll map the path from your current stack to production.