Agentic Employee AI
Augment Frontline Employees with an AI Co-Pilot
Agentic Employee AI is an intelligent co‑pilot built for frontline teams at banks and credit unions. By delivering real-time, hyper-personalized, and contextual support, it guides contact center agents and branch staff to resolve inquiries faster and more accurately.
Embedded within your CRM or CCaaS – or available as a standalone tool – Agentic Employee AI instantly surfaces caller context, authentication status, and system-wide knowledge. This empowers agents to deliver precise support, and complete common actions across core, lending, and digital systems.
Accelerated resolutions
Synthesizes answers, suggests next steps, and enables instant action - cutting down handling time and boosting first-call resolution.
Boosted agent productivity
Reduce screen-switching and cognitive load by centralizing answers and actions into a single interface, embedded into your CRM/CCaaS.
Complete call context
Equips agents with full authentication details, caller ID insights, and conversation transcript to empower faster, more informed responses.
Faster onboarding & training
Built-in AI guidance and intelligent suggestions help new hires ramp up quickly and confidently, reducing time to productivity.
Scalable support without scaling headcount
Automates routine tasks and enables agents to handle more complex interactions, increasing service capacity without increasing headcount.
Consistent intelligence across channels
Backed by a unified AI brain that powers member, customer and employee AI, ensuring a seamless, connected support experience.
Key capabilities
Agentic AI-powered answers
Precise answers with source links that auto-scroll and highlight the section so no searching is needed.
Conversation summary
AI-generated overview of call intent, recommended actions, and suggested queries.
Authentication & caller ID insights
Shows caller ID verification and authentication status to reduce fraud and speed up validation.
Knowledge management
Connects to various knowledge based repositories to ground Gen AI responses in your trusted content.
Third-party app integrations
Out-of-the-box plugins to all of the common banking cores and enterprise systems applications.
Next best questions
Proactively suggests relevant follow-up questions based on conversation context and user intent.
Role-based access control
Ensures the right teams see the right documents with department-level access controls.
Acronym configuration
Customize acronyms and shorthand so the AI agents speak your institution’s and agents’ language.
Key integrations
Banking AI Platform Prebuilt to Work with Banking Systems from Day 1
Better experiences start with better answers.
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