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Voiager

AI voice agents

Voice agents that handle the finance-ops calls nobody should be queueing for. They read intent, pull account context through your APIs, and resolve routine requests end of call. Anything outside policy escalates to a person with the transcript attached, so the customer never starts over.

What it covers
  • Answers finance-ops callsaround the clock
  • Intent routingto the right flow
  • Resolves routine requestsend to end
  • Stays in policyguardrails
  • Transcripts & auditevery call logged

Problem vs solution

The finance-ops calls nobody should be queueing for.

  • How this normally goes

    A large share of calls are the same few questions: where is my payment, what is my balance, why was this declined. They are answerable from systems you already run, and they still occupy a queue.

  • Why a phone tree is not the answer

    Menus move the wait rather than removing it. The caller presses four buttons, reaches a person anyway, and starts the explanation from the beginning.

  • What we deploy instead

    Agents bounded by your policy, reading from your systems at the moment of the call. Escalation carries the intent, the transcript and what has already been checked, so a handover is not a restart.

Presales and Discovery

What our architects hand you before implementation starts.

Book an architecture session
  • Scope and policy boundary

    Which call types are in scope, what the agent may read and do, and what always reaches a person.

  • Telephony integration plan

    How the agent joins the numbers and queues you already publish.

  • Measurement plan

    Resolution inside the call, escalation rate, and repetition after handover.

  • Risk assessment

    Recording, consent, and what the agent must never say.

Under the hood

Intent

Routing on what was said

Works out what the caller wants from how they say it, not from a menu path.

Context

Answers from your systems

Balances, payment status and history through your own APIs, so the caller hears the number the ledger holds.

Policy

Guardrails, not improvisation

Money movement, identity and anything outside the boundary are handed over rather than attempted.

Handover

Escalation with context

The person taking over gets the transcript, the intent and the checks already done.

Record

Every call reviewable

Transcript, actions and reasoning logged, so quality review and disputes work from what happened.

Level of customization

  • Yours to change

    Call types in scope, the policy boundary, the voice and script, which systems are read, and escalation routing.

  • What we keep stable

    Disclosure and the boundary. Callers are told they are speaking to an agent, and the agent does not improvise past what it may do.

  • How it ships

    Alongside your telephony and your systems of record, without a second copy of customer data.

ROI and economics

  • What you do not build

    Intent handling, live context retrieval, the policy layer, and an escalation path that carries state.

  • Where the calendar goes

    Not the first working call, but the containment of everything the agent must refuse to do.

  • Start narrow

    One high-volume call type, measured against how those calls go today. Widening the scope is then an argument from evidence.

Where this fits

  • A good fit

    Repetitive, high-volume finance-ops calls, APIs that can answer them, and a team that would rather handle exceptions than repeat balances.

  • Not a fit

    Low volumes, or conversations where every call is genuinely bespoke. Deflection alone is a misleading number, and we would rather say so early.

Part of AI in Finance

AI put to work in finance operations, grounded, governed, and running in production.

Get AI into production,
not just a demo.

Have a workflow begging for AI, whether documents, copilots or forecasting? Tell us the use case and we'll take it to production, governed for risk.