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Employee AI

Augment Frontline Employees with an AI Co-Pilot

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 – Employee AI instantly surfaces caller context, authentication status, and system-wide knowledge. This empowers agents to deliver precise, error‑free support, and complete common actions across core, lending, and digital systems with a single click.

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 nteractions, increasing service capacity without increasing headcount.

Consistent intelligence across channel

Backed by a unified AI brain that powers member, customer and employee AI, ensuring a seamless, connected support experience.

Key capabilities

Gen 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