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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.

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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

AgentsBuild, test and run voice agents through the console or API.TraceA scorecard on the call you already ran. Not a second QA vendor.RecapCall notes the moment you hang up. No bot to invite.

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.

Get an API key. Make a phone agent.

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

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