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PyAI Solutions / Regulated operations

Financial services
phone agents

Handle high-volume phone workflows with audit trails, monitoring, and human escalation.
Talk to usExplore the workflow
PyAI / WorkspaceActual product
The PyAI Console agent editor showing instructions and voice settings with sample data
The actual agent editor, shown with sample data. Configure it for your own workflow.Explore Agents
What you are building toward

Keep support workflows moving with clear policies, evidence and a path to human review.

Make it work for your team

The shape of
a useful first version.

Start with a bounded job, give the product the context it needs and test the full path before extending the workflow.

  1. 01

    Bound the workflow

    Start with identity checks, status updates, reminders, and routing.

  2. 02

    Monitor every call

    Trace flags policy violations, PII, brand-voice issues, and required-language misses.

  3. 03

    Export evidence

    Keep scorecards, transcripts, summaries, and audit records ready for review.

See the workspace behind it

Make the setup
your own.

Write the instructions, choose a voice and connect the knowledge and tools for the job. Then test the conversation before connecting it to your callers.

Explore Agents

Follow the real Console with a sample workspace, narrated by Aria, our Natural English voice.

Product tour
Actual Console UI · sample workspaceAria Natural · PyAI Speak

The products behind the workflow

Connected where it matters.
Yours to build around.

Explore the products that support this solution, including real demos, configurable examples and current integration guidance.

Agents

Build, test and run voice agents through the console or API.

Trace

A scorecard on the call you already ran. Not a second QA vendor.

Recap

Call notes the moment you hang up. No bot to invite.

A little more detail

Before your
first rollout.

Keep the first workflow focused. Test representative inputs, review the output and make the next step clear to your team.

Current pricing and terms All solutions
Where should regulated teams start?

Bound the workflow first: identity checks, status updates, reminders, and routing are strong early deployments.

How is every call monitored?

Trace flags policy violations, PII, brand-voice issues, and required-language misses, with human escalation when a call needs it.

What audit evidence do we keep?

Scorecards, transcripts, summaries, and audit records stay ready for review and export.

Make this workflow your own.

Sandbox keys never bill. Fund a live key when you go to production.

Get API Key Talk through the setup