Agents toggled 15 systems while a rigid bot escalated 26% of chats. AI now resolves routine cases, cutting escalations by 15%.
A national member-owned credit union with over $6 billion in assets serving 360,000 members through partnerships with major employers like Target and GEICO.
Service teams struggled to manage interactions across 12 to 15 disconnected systems, while a legacy chatbot relying on 1,000 hand-built intents...
“It was like watching a duck glide across a pond — calm on the surface but paddling frantically underneath.”
Credit union offering banking, loan, and investment services for members.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
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