Resolve issues quickly and provide the kind of customer care that builds trust and converts visitors into customers in real-time.
Ask your visitors for their information before starting a chat. This helps you triage requests and prioritize high-value customers.
Automatically assign incoming chats to active agents or departments. Ensuring customers receive prompt support while agents aren’t overloaded.
Our on-premises or cloud deployments give you complete control over data flow, data storage, security, and compliance.
Understand your customer’s context quickly by seeing what they see and proactively offer support to web site visitors.
Juggle multiple conversations at once. See who
is online, who is typing and who's replied—all in real-time
Use canned responses to automate without losing that personal touch.
An archive of all your customer interactions. Get statistics, share the information by mail, integrate it with your CRM, export it, make it available for customers, or analyze it for a better customer experience.
Each layer of the conversation can be recorded and made available for the financial institution and the customer. Our flexible solution allows you to define where you want to initiate the recording of a conversation.
Conversation records are stored as MP4 file and are available to authorized users only. Records are kept for a year in a secure Database or directly retrieved through an S3 bucket.
Life can be complicated, which is why the text messaging solution you implement needs to have the ability to connect with customers via their preferred social messaging applications, like WhatsApp or WeChat. However, that can present challenges in tightly regulated industries such as financial services.
Download a PDF version of our Product Guide