What’s New on Unblu

Our robust platform has successfully undergone a rigorous security and compliance review, certifying that Unblu adheres to the industry’s most stringent standards. This validation ensures the utilization of the highest levels of encryption certification, delivering preventive and compensatory controls specifically designed for financial services regulatory workloads. With multi-architecture support and proactive, automated security measures, Unblu on IBM Financial Services Cloud provides an unparalleled level of protection for your sensitive data.

Elevate your customer interactions and operational efficiency with Unblu on IBM Financial Services Cloud.

At Unblu, we prioritize the security and privacy of your customer data. It’s essential to note that the Bot Actions API is exclusively associated with our intent-based bot. Integrations with other solutions, such as your Core Banking system, are distinct from the LLM integration of our Knowledge Bot. This ensures that customer data remains secure, with no transfer to the LLM through the Intent Bot and Core Banking System integration.

By leveraging the Bot Actions API, you empower your customers to effortlessly accomplish routine tasks with human-like assistance around the clock. This not only enhances user experience but also liberates your agents to focus on more impactful and complex conversations, ultimately boosting overall operational efficiency.

With Azure OpenAI, you can now benefit from regional availability in key business hubs such as Switzerland, France, Canada, USA, and the UK. This ensures that your organization has full control over data residency, offering peace of mind by preventing data from being processed in third countries, and maintaining compliance with regional and national regulations in data protection and privacy.

Moreover, Azure OpenAI ensures that your prompts (inputs), completions (outputs), embeddings, and training data will not be available to OpenAI or other customers, nor will they be used to improve OpenAI models or other third party services. Your fine-tuned Azure OpenAI models are available exclusively for your use.

Experience the power of conversational AI with the security and flexibility of Microsoft Azure through Unblu’s integration with Azure OpenAI.

The add-on allows for the easy inclusion of an Unblu link in meeting invites, providing both external and internal participants a secure channel to access and explore the full suite of Unblu feature, and benefits from our highly secured solution such as customer identification via online banking, flexible recording options, and our native call solution.

Whether it’s an ad-hoc meeting or recurring touchpoints with the clients, give your advisors the convenience of managing customer interactions in a centralized way and stay compliant with regulatory requirements.

This feature offers three types of custom actions:

1. Trigger an action from the conversation level. For example, equip your agents with a one-click button inside the Agent Desk to select and send documents to the visitor, while managing the document in a centralized repository such as your existing Enterprise Content Management solution.
2. Trigger an action based on the participant’s information. For example, you could add a button on the Unblu agent desk for the agents to open a participant’s portfolio in their CRM application.
3. Trigger an action from a message in a conversation. For example, relationship managers can begin an electronic signature process from a file uploaded into the conversation.

Experience the enhanced efficiency and precision our custom action API offers, ensuring a more seamless and streamlined workflow for your team.

Key Features:

Intuitive in-app calling and texting
Empower your advisors with an easy-to-use app that provides an intuitive in-app calling or texting experience.

Out-of-the-box convenience
Our brandable mobile app is readily available for both iOS and Android platforms, requiring no additional development or maintenance efforts on your end. We also take care of the app listing process on app stores.

Tailored to your brand
Unblu understands the importance of maintaining a consistent brand image. We will collaborate with you to match the app’s design to your branding, ensuring a seamless extension of your institution’s identity.

Compliance at your fingertips
Our mobile app is designed to keep your advisors connected with clients on-the-go while ensuring full compliance with industry regulations.

The Unblu MS Teams integration ensures access to a centralized platform to securely address customer requests. Benefit from Unblu’s Live Chat, voice & video calls, and next-level Co-Browsing collaboration capabilities to provide a superior support experience.

Consolidate notifications into one channel and never miss a message or call from the customers.

The Unblu Bot Sidekick blurs the line between Conversational AI and Live Chat. By offering human agents AI-generated suggested responses, agents can boost their efficiency and maximize resolutions.

Here’s how it works.

1. An agent or advisor receives a query or request.
2. A scanning process automatically begins.
3. The instant support allows agents or advisors to reduce the average handling time – and increase their first contact resolution rate.

Here’s how it works.

1. A document is uploaded to a conversation.
2. A scanning process automatically begins.
3. Any files that may contain viruses, malware or other malicious content are identified and rejected.

The upload interceptor API also allows you to scan and reject documents containing sensitive information to remain compliant with your industry or jurisdiction’s legal requirements – while reducing the risk of users sharing compromised files.

Enhance your customer and agent experience:

• Provide agents with visual context on Salesforce chat during customer interactions.
• Augment existing phone calls while allowing agents to stay on relevant pages in Salesforce and benefit from the 360 degree view of the customer.
• Synchronize Unblu data with Salesforce – and store all communication history in a centralized repository.

Leverage Co-Browsing in Salesforce

Enrich your existing channels with Co-Browsing and video calls to reduce chat and call handling time and increase conversion rates.

Particular customer demographics have common requests, traits, and preferences. Speak their language by developing a bot persona that boosts engagement and satisfaction.

Whether it is solution-oriented, trust-inspiring, or easy going and friendly, match your organization’s branding strategy to provide accurate responses in the right tone and language.

With SIP Dial-In, agents and visitors can join the session using a phone number and keep the conversation flowing.

• No internet connection? Use a public dial-in number to join the conversation.
• Want to keep the video or Co-Browsing sessions going? Join the conversation using a personal dial-in number just for the audio.