Features
AI voice agents for inbound and outbound calls
AI email agents that read entire threads and take action
AI chat agents for website and SMS
First Notice of Loss (FNOL) automation
Policy servicing including address changes, billing, endorsements
Quote intake and renewals automation
Custom workflow builder (Build Your Own)
Real-time integration with policy admin, AMS, CRM, claims systems
Built-in quality assurance and escalation rules
Audit trails for compliance
Proactive messaging for renewals and reminders
Sentiment scoring and agent gap resolution analytics
Live escalation to human agents with full context
Pre-built insurance templated workflows
SOC 2 Type II certified and GDPR compliant
Unified omnichannel inbox (Slack, Teams, WhatsApp, Email, Chat, Discord, Phone)
AI agents for autonomous resolution up to 50%
Intent-based routing and triage
Ask AI for customer data queries and chart generation
Knowledge automation with gap detection and article drafting
Account intelligence with churn signals and renewal risk
Native phone support with call-to-context (Mar 2026)
WhatsApp group messaging (Jun 2026)
Bulk account update via CSV (Jun 2026)
Create Salesforce opportunities from Pylon (Jun 2026)
Customizable priority icons and labels (Jun 2026)
Custom dashboards and reporting
SLAs, CSAT surveys, assignment rules
Custom fields, tags, triggers, macros
