Features
Ultra-realistic outbound AI voice agents that adapt mid-conversation
Private LLMs trained on financial services data for compliance
Automated scheduling of callbacks, branch visits, and consultations
Human-in-the-loop workflows with staff notifications via Teams
AI-powered Knowledge Base for instant staff answers
TCPA-compliant outbound calling with end-to-end audit trails
Multilingual support in real time
Loan document follow-up and reminder automation
New member onboarding welcome calls
Card activation outbound calls
Automated collections with promise-to-pay capture
Loan servicing reminders and past-due notifications
Escrow and hardship outreach automation
Proactive outreach before and after digital banking conversions
Comprehensive monitoring and documentation for regulatory compliance
Visual flow designer with flow view and prompt view
In-house telephony infrastructure
Knowledge base for agent-specific info
Test calls with real conversation simulation
Customizable greeting and disclaimer
Automated lead qualification logic
Appointment scheduling and booking
Objection handling with fallback flows
Multi-use case support (customer service, receptionist, concierge)
Real-time booking and qualification
AI voice agents for specific industries
Integration with calendar scheduling (Cal.com)
Enterprise compliance (SOC2, GDPR, ISO 27001, HIPAA)
White-label and reseller toolkit (Enterprise tier)
SIP trunking and native telephony (Enterprise tier)
