We’re heading to HIMSS 2026, Mar 09-12! Visit us at Booth #1468 ✈ Schedule a demo now
Davies
cabrillocoastal
westfield
continental assist
answer finacial
premier auto credit
carter
tutelary
Capital Recovery Corp
Tricolor Auto
F&B
WNS
Etisalat
Allegro Response
brokkr
mountain peak
Genesys
nice in contact
ringcentral
Socotra
UCB
Startel
i-exceed
The Challenges

High Volume. High Pressure. Broken Service.

Lag, uncertainty, and long pauses cost more than time – they cost customer trust

High Volume. High Pressure. Broken Service.
  • Manual note-taking and post-call work drain hours daily.
  • Agents struggle to recall complex product or policy details.
  • Missed compliance statements lead to regulatory risk.
  • Customer experience suffers from inconsistent responses.
productivity hub

Part of FloatSpace – Modern AI Workspace

Turns every interaction into measurable outcomes and every agent into a top performer

Omni-Channel Collaboration: Voice, chat, email, and SMS all connected.

Document & Data Intelligence: Understands context from internal docs and PDFs.

AI-Powered Copilot Guidance: Gives live suggestions, answers, and context in real time.

Autopilot & Workflow Automation: Handle repetitive workflows automatically.

Enterprise Search & Knowledge Access: Instantly retrieves the right information from across your ecosystem.

Bring Your Own AI Agent

what powers it

The Framework of Real-Time Guidance

Behind every fast, consistent, and smart conversation

NEXT-BEST ACTION

congnitive search

Cognitive Search & Knowledgebase Optimization

Learns from unstructured data – (manuals, articles, past cases, even PDFs) to find the right answer instantly, with up to 98% accuracy.

conversational Workflow

Conversational Workflow

Suggests next best steps dynamically, using advanced natural language understanding (NLU), ensuring agents never lose context or direction.

Decision Tree

Decision Tree

Translates complex SOPs into simple guided clicks with intuitive, pre-defined trees, that ensure accuracy and compliance.

AUTO QA

Auto QC

Auto QC

Performs live quality checks as agents speak – flags missing disclosures, compliance gaps, or incomplete statements

QC Checklist

QC Checklist

Validates greetings, disclaimers, and closures automatically to reduce audit load.

CALL SUMMARIZATION & ANALYTICS

Sentiment Analysis

Sentiment Analysis

Detects customer tone and emotion for better follow-ip and to help improve empathy and future call handling.

Smart Call Summarization

Smart Call Summarization

Captures promises, outcomes, next steps and agent performance automatically. All fields are fully customizable to your business needs.

50+ Post-Call Insights

50+ Post-Call Insights

Unlock deep visibility into agent behavior, call efficiency, and customer trends – with custom analytics dashboards that track what matters most to your organization.

Traditional vs. AI-Driven

Make Every Call a Benchmark for Excellence

Make Every Call a Benchmark for Excellence
Typical Collections Call

Typical Collections Call

Agents greet and authenticate the customer manually.

AI Agent-Assisted Call

AI Agent-Assisted Call

Suggests appropriate greeting message to agent along with past user sessions.

Typical Collections Call

Typical Collections Call

Agent asks and understands user query.

AI Agent-Assisted Call

AI Agent-Assisted Call

Analyzes the intent based on speech and screen context and suggests relevant knowledge and/or guidance.

Typical Collections Call

Typical Collections Call

Agent keeps user on hold for few minutes and searches for appropriate response/answer to the query.

AI Agent-Assisted Call

AI Agent-Assisted Call

Guides the agent and offers relevant automation sequence and fulfills.

Typical Collections Call

Typical Collections Call

After a few minutes, the agent gets back to the user with the resolution and confirms if there are any additional queries.

AI Agent-Assisted Call

AI Agent-Assisted Call

Presents the agent detailed confirmation statements and listens for additional intents.

Typical Collections Call

Typical Collections Call

User hangs up the call and updates other systems manually.

AI Agent-Assisted Call

AI Agent-Assisted Call

Presents the agent with detailed call summary and updates other systems.

Proof of Value

Redefine What Productivity Means

Reduce After Call Work

Reduce After Call Work (ACW) by
90%

Decrease Average Handling Time

Decrease Average Handling Time (AHT) by
30%

Increase CSAT

Increase CSAT by
80%

Boost First Time Resolution

Boost First Time Resolution (FTR) by
70%

Ensure SOP Adherence

Ensure SOP Adherence by
100%

Enhance CX

Enhance CX by
85%

Built for Your Success

Industry-Smart. Analytics-Ready.

Guide agents through claims verification and instantly answer complex coverage questions

  • AI guides agents on claim verification steps or document requests in real time.
  • Answers complex coverage questions instantly by searching unstructured policy documents.
  • Detects missed disclaimers, incomplete product explanations, or tone violations.
  • Captures claim details, policy numbers, and next steps automatically post-call.
  • Flags negative sentiment during claim disputes, prompting proactive supervisor intervention.
insurance

Ensure FDCPA compliance while improving right-party contact and settlement efficiency.

  • AI suggests personalized repayment options or settlement offers based on customer intent and tone.
  • Agents follow a structured flow – ensuring FDCPA and Mini-Miranda compliance every time.
  • Live quality checks detect missing disclosures, tone violations, or non-compliant phrases in real time.
  • Post-call summaries auto-log payment commitments and next follow-up dates.
  • Sentiment analysis identifies at-risk calls where customer frustration may lead to complaints or legal exposure.
collection

Simplify eligibility checks, loan disclosures, and follow-up tracking.

  • Real-time AI prompts agents with eligibility questions and document requirements.
  • Retrieves accurate lending criteria, interest rates, and terms instantly from internal databases.
  • Verifies that agents communicate all mandatory loan terms and data privacy statements.
  • Summaries include applicant details, pending documents, and next steps for seamless follow-ups.
  • Identifies recurring call issues or delays in loan processing for process improvement.
lending

Support HIPAA-compliant interactions with instant access to policies, claims, and scheduling steps.

  • Retrieves instant answers from large medical knowledgebases or policy documents, ensuring HIPAA-compliant responses.
  • AI guides agents through claim verification or scheduling steps in real time, minimizing manual lookups.
  • Compliance monitoring ensures sensitive information is handled correctly, and mandatory disclosures are never missed.
  • Automatically captures visit details, follow-up actions, and outcomes for quick updates to EHR systems.
  • Tracks tone and satisfaction trends to improve patient experience and call quality.
healthcare

Assist agents in regulatory calls, KYC steps, and customer escalations with real-time monitoring.

  • AI guides agents with instant recommendations on repayment options, KYC steps, or escalation paths.
  • Agents instantly find answers about savings, credit cards, or account features.
  • Real-time monitoring ensures agents include mandatory disclaimers, security verifications, and regulatory compliance statements.
  • Post-call summaries automatically capture customer intent, transaction details, and next actions.
  • AI detects early signs of dissatisfaction and flags high-value customers.
banking

Enable fast, consistent service across thousands of calls with built-in QA and analytics.

  • AI dynamically adapts to each customer's workflow – guiding agents with the right scripts, responses, and steps.
  • Finds accurate information across internal KB within seconds.
  • Monitors greetings, disclaimers, and tone across verticals.
  • Post-call summaries and analytics saves hours in manual reporting.
  • Tracks tone, performance, and compliance across thousands of conversations to optimize workforce productivity.
bpo
Customer interactions simplified

Watch Agents Achieve More with AI Guidance

See how Agent Assist transforms routine agent tasks — like notes, follow-ups, and data logging into automated processes that boost productivity.

Play

Play

Designed to Outperform

Experience the Floatbot Advantage

1

360° Self-Service + Agent Assist in One Platform
Handles customer conversations end-to-end - from self-service to live agent support, powered by a single AI platform.

2

AutoQA – AI Compliance Officer
Monitors every conversation in real time to ensure SOPs, disclosures, and compliance standards without the manual audit burden.

3

Next-Best Actions
Gives agents immediate suggestions on what to do next, faster – whether it’s a service query or sales opportunity.

4

Chat or Call Summarization & 50+ Real-Time Analytics
Generates Iinstant post-call summaries, sentiment scores, and 50+ configurable insights for quality, performance, and CX.

Case studies

What Our Customers Are Achieving

Pre-Integrations

Readily Connects with Tech Stack

Avaya
NICE-CXone
Cisco
genesys
five9
FracTEL
TCN
ringcentral
hodusoft
Atlassian
Salesforce
zendesk
fortified operations

Experience the Floatbot Advantage

enterprise grade protection

FAQs

AI Agent Assist automates repetitive tasks like data lookup, note-taking, summarization, knowledge retrieval, nudges, and next-step recommendations. This allows agents to focus on problem-solving instead of andling admin work.

Yes. You get detailed analytics on AHT improvement, deflection rates, suggestion adoption, accuracy, and agent productivity.

Minimal. Most teams get comfortable within a few hours using the intuitive interface and on-screen guidance.

Yes. It works across voice, chat, email, and ticketing channels to ensure consistent real-time assistance.

If the AI’s response is below the confidence threshold, it steps back and lets the human agent take over. The query is logged for optimization so accuracy improves with usage.

Accuracy depends on your knowledge sources and tuning, but in most cases it provides 90–95%+ relevant responses.

Yes. Auto-summarization and note generation are core features of AI Agent Assist, designed to save 90% of after call work (ACW) for agents.