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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

Omni AgentsManaged phone agents with evals, telephony, and Recap.TraceCompliance & QA on every call, automatically.

Stop paying for stitched voice AI.

Start with a free key, 10,000 Hear minutes every month, and $50 in credits. Test the same OpenAI-compatible stack you can take to production with Omni, Agents, and Trace.

Get a free key Model your spend

No credit card - OpenAI-compatible - cancel anytime