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Regulated operations

Financial services phone agents

Handle high-volume phone workflows with audit trails, monitoring, and human escalation.

Lower support cost without losing compliance visibility.

Talk to us See pricing

How it works

  1. 1

    Bound the workflow

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

  2. 2

    Monitor every call

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

  3. 3

    Export evidence

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

Built on

AgentsLaunch and manage AI voice agents without code.TraceBulletproof compliance & QA on every single call, automatically.RecapTransform every call into instant, structured intelligence.

Common questions

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.

Choose how you want to start.

Use an instant sandbox key for the API, or open Agents Beta and build without code. Sandbox usage never bills. Live keys require available credit.

Build with the API Launch an Agent

Agents is live in beta. Sandbox keys have daily limits and never touch billing.