Eliminate tier-1 support bottlenecks with a conversational AI agent for balance checks, transaction history, and account management — fully self-hosted in your cloud.
Balance, transaction and card actions over the phone, with identity verified before any account data is read out.
In-app chat answering statement and fee questions from live account APIs, with disputes raised as tickets for a human.
Figures on this page are planning targets and typical volume distributions for the sector, not measured results from a named customer. We size them against your own numbers during the demo.
Before deciding what to automate, it helps to see what people are actually contacting you about — and which module is the right home for each slice.
TodayTier-1 agent reads it off a screen
TodayAuthenticate, then transfer
TodayLong chat with a human
TodayManual, error-prone
TodayShould reach a specialist fast
TodayAnswered inconsistently
Built-in, configurable authentication flows confirm the caller before any account data is shared.
Balances, transactions, and statements are retrieved in real time — accurate to the second.
No third-party AI vendors. Sensitive financial data never leaves your own infrastructure.
Disputes and fraud signals are routed to the right team with the full context attached.
Not capabilities in the abstract — the specific flows, in order, with the primitives each one relies on.
Phone · AI voice agents + customer CRM
TriggerAny request that touches account data
TriggerCaller wants a card frozen, replaced or activated
TriggerFraud, dispute or unauthorised-charge language
Web chat · AI chat + ticketing tool
TriggerCustomer asks about a charge in the app
TriggerProduct, rate or eligibility question
TriggerA request the AI could action but shouldn't unilaterally
Every connection is something you register in the dashboard — no bespoke integration work on our side.
Registered data endpoint over HTTPS with a short-lived signed token
HTTP webhook tool with idempotency keys
HTTP webhook tool called before any data is read out
Escalation plus webhook to open the case
Widget script tag reading your existing session
The limits that matter in this sector, enforced by configuration rather than by prompt wording.
Account data is only read back after your own verification step returns success as a tool call.
Card and payment values are fetched live and never persisted; audit entries record the call, not the payload.
Payments, freezes and disputes are deduplicated per conversation, so a retry replays the original result.
Any action you classify as sensitive routes through a supervisor before it executes.
Read-only first, writes behind approvals, then widened once the record justifies it. No big-bang cutover.
Register the verification endpoint and connect customer identity — imported records for voice, your session endpoint for chat.
Go live answering balance, transaction and statement questions. No mutating actions are enabled yet.
Enable card freeze and payment scheduling behind the approval queue, with idempotency keys on every submit.
Walk your reviewer through tenant isolation, token lifetimes, field whitelists and the audit trail before widening access.
Use the approval history to decide which actions have earned automatic execution, and which stay gated.
Each target maps to something the product already reports, so nobody has to build a spreadsheet to find out whether it worked.
| Metric | Typically today | Target | Reported by |
|---|---|---|---|
| Tier-1 volume deflected | Agents handle most of it | 85%+ of routine inquiries | Ticket volume by category, plus call log escalation rate |
| Average handling time | Minutes, including hold | Seconds for lookups | Call duration and ticket time-to-resolution |
| Data exposure surface | Agents see whole records | Only whitelisted fields reach the model | Per-endpoint field configuration and audit log |
| Duplicate or double-executed actions | A real risk on retries | Zero | Idempotency replays recorded on the action |
Routine inquiries handled end to end by the agent.
From reduced agent load and faster handling.
Data stays in your cloud, under your controls.
Customers get instant, secure answers — and your agents stop drowning in repetitive balance checks.
Yes. Every service is containerised and the voice module deliberately runs its own speech model rather than renting one, so self-hosting stays a real option rather than a slide.