AI agents for financial services customer operations
AI enterprise search platform with AI agents and workflows that find answers across connected apps and automate work
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Contact for pricing
Freemium
Pricing
Outcomes-based pricing model where customers pay only for successful query resolutions. Integration options include day 1 value on Intercom, Zendesk or Freshdesk, typically delivering 20-50% resolution rate for easiest queries, or more comprehensive integration achieving 80-90% handling time automat
Free: $0/user/month with basic private connectors, 10 searches per day, 3 GoAI queries per day, 1 file upload. Pro: $20/user/month with unlimited searches, unlimited GoAI conversations, and unlimited private agents. Enterprise: Contact sales for custom pricing with all Pro features plus workspace LL
Key features
End-to-end dispute automation with evidence gathering and chargebacks
Collections agent for account arrears with personalized outreach
KYB automation with document verification and business checks
Insurance claims intake and processing
Customer service agent with conversation memory and action execution
Procedural agent controlled in plain language without coding
Built-in financial services compliance guardrails
Omnichannel support across phone, chat, email, SMS and social
Real-time monitoring and performance tracking
Multi-language support with same quality and compliance
Connect 100+ apps natively without data exposure
Semantic search that understands context and intent
AI chat assistant grounded in company knowledge
Custom no-code AI agents for any role
Multi-step workflows automated across apps
Switch between frontier LLMs with no lock-in
Zero data retention and SOC 2 Type II certified
Deploy in your own VPC with your own LLM
Fine-grained permissions and content governance
What makes it different
Full operational depth covering back-office work that other AI agents avoid
Consistently higher CSAT than human teams with 98% customer satisfaction
No platform fees - pay only for successful query resolutions
Seamless integration with existing platforms without replatforming
Agentic architecture that makes AI accessible to every employee through no-code agent building
Multi-agent orchestration across 100+ apps without writing code
Deploy in hours with automatic permission inheritance from connected apps
47% productivity improvement documented in customer implementations