AI customer support built for financial companies

Monthly resolutions: 25 test, 250, 1,000, 3,000+ custom.

Team members: 1, 3, 10, 15+ custom.

Brands: 1, 1, 3, Custom.

Additional seats: —, Add-on, Add-on, Custom.

Additional brands: —, Add-on, Add-on, Custom.

Integration connections: —, Up to 3, Unlimited live connectors, Custom.

File-storage allowance: 5 MB, 50 MB, 250 MB, Custom.

Annual billing: —, Included, Included, Custom contract.

AI instructions: Included, Included, Included, Included.

Guardrails: Included, Included, Included, Included.

Model and response settings: Included, Included, Included, Included.

Testing playground: Included, Included, Included, Included.

Instruction history: —, Included, Included, Included.

Instruction-version comparison: —, Included, Included, Included.

Client-specific instructions: —, Included, Included, Included.

AI team roles/personas: —, Limited, Included, Custom.

Human handoff: —, Included, Included, Custom workflows.

Custom agent workflows: —, —, Limited, Custom.

Multiple model catalogue: Planned, Planned, Planned, Custom evaluation.

AI Actions: Planned, Planned, Planned, Custom.

Website knowledge: Included, Included, Included, Included.

File uploads: Limited, Included, Included, Custom.

Text knowledge: Included, Included, Included, Included.

Q&A knowledge: Included, Included, Included, Included.

Help Center articles: —, Included, Included, Included.

Vector retrieval: Included, Included, Included, Included.

Knowledge testing: Included, Included, Included, Included.

Audience-specific content: —, Included, Included, Custom.

Knowledge-gap identification: —, —, Included, Included.

Notion knowledge source: Planned, Planned, Planned, Custom.

Ticket-history knowledge source: Planned, Planned, Planned, Custom.

Automatic source resync: Planned, Planned, Planned, Custom.

AI source suggestions: Planned, Planned, Planned, Custom.

Website widget: Included, Included, Included, Included.

Hosted chat page: Included, Included, Included, Included.

Conversation history: Included, Included, Included, Included.

Contact capture: Included, Included, Included, Included.

Customer ratings: Included, Included, Included, Included.

File attachments: —, Included, Included, Included.

Country and rate controls: —, Included, Included, Custom.

Spam controls: Included, Included, Included, Custom.

Public Help Center: —, Included, Included, Included.

Custom Help Center domain: —, —, Included, Included.

Inbound support email: Activation required, Activation required, Activation required, Managed activation.

WhatsApp: Planned, Planned, Planned, Custom.

Phone and voice: Planned, Planned, Planned, Custom.

Messenger/Instagram/Telegram: Planned, Planned, Planned, Custom.

Shared support inbox: —, Included, Included, Included.

Ticket management: —, Included, Included, Included.

Assignment and ownership: —, Included, Included, Included.

Private agent notes: —, Included, Included, Included.

Ticket categories: —, Included, Included, Included.

Custom ticket views: —, Included, Included, Included.

Teams and routing: —, Limited, Included, Custom.

SLA configuration: —, Limited, Included, Custom.

Contacts: Limited, Included, Included, Included.

Client profiles: —, Included, Included, Included.

Client-specific context: —, Included, Included, Custom.

Notifications: —, Included, Included, Custom.

Daily account digest: —, Included, Included, Custom.

Procedures: Planned, Planned, Planned, Custom.

Conversation overview: Basic, Included, Included, Included.

AI performance analytics: Basic, Included, Included, Included.

Ticket analytics: —, Included, Included, Included.

Resolution reporting: Basic, Included, Included, Custom.

SLA reporting: —, Limited, Included, Included.

Team performance: —, Limited, Included, Included.

Topic analytics: —, —, Included, Included.

Sentiment analytics: —, —, Included, Included.

Knowledge gaps: —, —, Included, Included.

Custom reports: —, —, Planned, Custom.

Data export: Planned, Planned, Planned, Custom.

Slack: —, Included, Included, Included.

Crisp: —, Included, Included, Included.

Workspace API: —, —, Included, Included.

API-key management: —, —, Included, Included.

Signed helpdesk webhooks: —, —, Included, Included.

Custom integrations: —, —, —, Custom.

Shopify/WooCommerce: Planned, Planned, Planned, Custom.

CRM and marketing integrations: Planned, Planned, Planned, Custom.

Stripe customer-data integration: Planned, Planned, Planned, Custom.

Telephony integrations: Planned, Planned, Planned, Custom.

Email campaigns: —, —, Included, Included.

Templates: —, —, Included, Included.

Audience filtering: —, —, Included, Custom.

Verified contacts: —, —, Included, Included.

Suppression management: —, —, Included, Included.

Unsubscribe handling: —, —, Included, Included.

Custom sender/domain: —, —, Activation required, Managed activation.

Delivery and bounce events: —, —, Activation required, Managed activation.

Multichannel campaigns: —, —, Planned, Custom.

Workspace invitations: —, Included, Included, Included.

Owner role: Included, Included, Included, Included.

Admin role: —, Included, Included, Included.

Agent role: —, Included, Included, Included.

Viewer role: —, Included, Included, Included.

Team assignment: —, Included, Included, Custom.

Member removal: —, Included, Included, Included.

Seat management: —, Included, Included, Custom.

Custom roles and permissions: Planned, Planned, Planned, Planned/custom.

SAML SSO: Planned, Planned, Planned, Planned.

SCIM provisioning: Planned, Planned, Planned, Planned.

Tenant-isolated workspaces: Included, Included, Included, Included.

Database row-level access controls: Included, Included, Included, Included.

Secure managed authentication: Included, Included, Included, Included.

Encrypted HTTPS transport: Included, Included, Included, Included.

Private attachment access: —, Included, Included, Included.

Rate limiting and spam controls: Basic, Included, Included, Custom.

Country controls: —, Included, Included, Custom.

Scoped API keys: —, —, Included, Included.

Signed webhook delivery: —, —, Included, Included.

Campaign suppressions/unsubscribe: —, —, Included, Included.

Security questionnaire support: —, —, —, Included.

Procurement review: —, —, —, Included.

Immutable audit log: Planned, Planned, Planned, Planned.

SSO: Planned, Planned, Planned, Planned.

IP allowlisting: Planned, Planned, Planned, Planned.

Zero-data-retention configuration: Planned, Planned, Planned, Custom assessment.

HIPAA eligibility: Not offered, Not offered, Not offered, Assessment required.

ISO 27001 certification: Not currently claimed, Not currently claimed, Not currently claimed, Not currently claimed.

SOC 2 certification: Not currently claimed, Not currently claimed, Not currently claimed, Not currently claimed.

Self-service help: Included, Included, Included, Included.

Email support: —, Included, Included, Included.

Priority support: —, —, Included, Included.

Implementation guidance: —, Basic, Included, Managed.

Named success contact: —, —, —, Included.

Workflow discovery: —, —, —, Included.

Knowledge migration: —, —, —, Custom.

AI agent design: —, —, —, Included.

Custom integration development: —, —, —, Custom.

Historical-ticket evaluation: —, —, —, Included.

Launch QA: —, —, —, Included.

Monthly optimization: —, —, —, Included.

Contractual support SLA: —, —, —, Custom.