AlexAI gives every agent a live servicing cockpit — verify the caller, open their full account 360, and get instant, sourced answers backed by a memory of every past conversation. Data synced straight from your systems. Secure by default.
✦ No credit card required ✦ Setup in minutes
What AlexAI Does
The agent confirms the caller's identity — Client ID, card last-4, birth year — then AlexAI opens a full account cockpit: balances, transactions, delinquency, and next best action, in one tabbed view.
Every call is summarized and remembered per customer. The next time they're verified, the agent picks up exactly where the last conversation left off — no re-explaining, no lost context.
Account and transaction data sync straight from your systems — no manual uploads to manage. Every answer is grounded in the customer's real, current records, always up to date.
Answer calls automatically. When a conversation needs a person, AlexAI escalates with a full transcript and AI-generated summary — so your team hits the ground running, every time.
A multi-tenant workspace with admin controls, role-based access, email invites, and an analytics dashboard — each company's data fully isolated. Structure without the bureaucracy.
Give every agent a fully-briefed cockpit — verified, account-aware, and backed by the memory of every past call.
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