Transcript
Freya
11:15
How much life cover should I get now I’ve got a mortgage?
Fintro Insurance
11:16
Hey Freya! We can look at options to match your mortgage. Want me to run a quick check for you?
AI Suggestion
Deflecting to Policies and Services Team.
Channels
Engage with your customers wherever they are
SMS
F
Freya
How much life cover should I get now I’ve got a mortgage?
11:15
S
Sarah W.
Hey, I did’t receive my card yet, how long will is postage? Thank you!
03:46
R
Richard Watson
Hey there, I want to refer a friend for the Cardly Savers Card.
10:58
Meet customers wherever they are
Manage conversations across every channel in one shared workspace.
Keep context, history, and preferences together so every reply feels personal.
Auto-resolve tickets
Automatically and consistently handle repeat issues so your team can focus on complex cases.
Auto-route conversations
Send every query to the right team automatically — billing issues to Payments, login problems to Support. No more manual triage or lost tickets.
Balance team workloads
Track capacity in real time and schedule so your team stays productive without burning out.
Keep every interaction safe and secure
Built-in guardrails and compliance checks ensure secure, reliable support—even in regulated industries.
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Knowledge management
View, edit, and manage articles, FAQs, policies, and help content — all in one place to guide your agents.
Fill knowledge gaps
Clarity highlights missing or unclear topics in your knowledge base so performance improves over time
Retrieval and audits
Agents always know when and where to find the right information — with a transparent trail of sources and logic behind every response.
