How It Works
Live in 2 Weeks. Not 6 Months.
A transparent process designed to prove value fast—with minimal burden on your team. No multi-month implementations. No armies of consultants.
The Process
From Demo to Production in 14 Days
Step 01
Demo & Discovery
30-minute demo focused on your use case. We understand your telephony stack, compliance requirements, and success criteria.
Day 1-3
Step 02
Integration
Connect your telephony system via API. Most integrations take under an hour. We handle the configuration—zero engineering hours required.
Day 4-7
Step 03
Configuration
Send us your policies and scorecards. We configure AI to your exact definitions. You review and approve—2 hours/week max.
Day 7-12
Step 04
Go Live
Start analyzing 100% of conversations. Real-time dashboards, alerts, and insights from day one. Continuous improvement ongoing.
Day 14+
<1 hr
Integration Time
API credentials in, data flowing out
0
Engineering Hours Required
No custom development needed
2 hrs
Your Weekly Time
Review sessions during configuration
Prove Value First
POC Structure
30-45 Day POC
- Full platform access
- Your actual conversation data
- Configuration to your policies
- Success criteria defined upfront
Term for Convenience
- Exit clause in first 90 days
- No long-term lock-in
- We earn your business
- 90%1 choose to stay
Capability 01
Policy Document Management
"Just dump everything you think might be relevant in your folder, and we'll figure it out." Upload complaint definitions, QA scorecards, sponsor bank requirements, and compliance procedures. AI extracts the structure and applies it automatically—no manual configuration.
Document Dump Onboarding: Send 10-20 documents—policies, procedures, scorecards—and we configure everything from them. You don't define the taxonomy; AI discovers it.
Auto-Extraction: AI reads your policy documents and automatically extracts complaint definitions, field mappings, and scoring criteria. No template building required.
Sponsor Bank Templates: Upload your sponsor bank's complaint log requirement document—AI builds the exact export template in 24 hours. Never have a log rejected again.
Multi-Bank Support: Managing multiple sponsor bank relationships? Each one gets its own normalized format. One click, different templates per bank.
10-20
documents to get fully configured
Capability 02
Workflow Builder & Automation
Define rules once—AI executes them every time. "If UDAP risk detected, then escalate to supervisor." "If complaint unresolved for 20 days, then alert compliance." No coding required. This is a full-service case management platform—not another dashboard that still requires manual work.
If-Then Rules Engine: Create automated workflows that trigger based on conversation analysis, risk severity, time thresholds, or custom criteria. Your logic, enforced automatically.
Status Orchestration: "Workflow orchestration... if this and that, automatically change statuses." Assign owners, route escalations, update stages—all based on your business logic.
Replaces Excel & Homegrown Tools: Stop managing complaint workflows in spreadsheets and Salesforce workarounds. Full case lifecycle from detection to resolution in one system.
Integration Actions: Trigger actions in your CRM, ticketing system, Slack/Teams, or email automatically. AI does the work; humans get notified.
Capability 03
Compliance Checklist Templates
Your compliance requirements, codified and enforced automatically. Every conversation checked against your criteria—not a 2% sample, not sometimes, every single one. Convert policies into processes that execute themselves.
Custom Checklists: Define exactly what agents must say and do. Mini-Miranda warnings, fee disclosures, required statements, prohibited language—all tracked automatically.
Regulatory Templates: Pre-built templates for FDCPA, TCPA, Reg E, Reg F, TILA, and more. Customize to your interpretation—or use industry-standard definitions out of the box.
100% Enforcement: Your QA team samples 2-5% because that's all humans can review. AI checks every call against every criterion. No sampling gaps, no missed violations.
Evidence Linking: When a checklist item fails, see the exact timestamp and transcript where it happened. One click from violation to proof.
100%1
of conversations checked
Capability 04
Training & Performance Insights
Know exactly which agents need coaching—and on what. Data-driven training priorities, not gut feelings. See improvement over time with objective metrics. Stop wasting training budget on the wrong skills.
Agent-Level Scoring: Every agent scored on every call. See who's struggling and who's excelling—across compliance, soft skills, process adherence, and any custom criteria.
Coaching Queue: AI identifies specific behaviors to address with prioritization. "Agent X needs work on disclosure timing"—with timestamped examples ready for review.
Trend Tracking: Watch improvement over time. Did last month's training actually work? Track behavior change week-over-week with real data, not surveys.
Eliminate Categorization Training: "No longer training agents on how to do contact driver identification, how to do complaints identification, how to do disputes identification." AI handles it—agents focus on customers.
Capability 05
Version Control & Audit Trail
"Full audit trail... anytime somebody touches a complaint, you'll see every single thing that happened." Examiner asks a question? Answer in 5 seconds, not 5 days. Complete transparency for regulators and internal reviews.
Complete History: Every action logged—status changes, notes added, assignments made, escalations triggered, responses drafted. Nothing falls through the cracks.
Policy Versioning: When you update a complaint definition, see how results differ before and after. Compare scoring across policy versions. A/B test new criteria before full rollout.
Exam-Ready Exports: Generate audit-ready reports on any case, any time period, any criteria—in minutes. "Here's everything that's there and checked, here's what's missing."
User Attribution: Know exactly who did what, when. No more "someone changed this but we don't know who." Full chain of custody on every case.
5 sec
to answer an examiner's question—not 5 days of document hunting
Capability 06
Onboarding Task Orchestration
We handle the heavy lifting. A structured process that gets you live in 2 weeks—with minimal burden on your team. No armies of consultants, no 6-month implementations. "For smaller partners, as quickly as 2 weeks, for larger partners, as quickly as a month."
Guided Setup: Step-by-step onboarding with clear milestones. 45-minute kickoff to understand your workflow, then we handle configuration. You always know what's next.
Document Collection: "Request 10-20 documents (policies, procedures, scorecards)"—documents you already have. Just drop them in a folder. We figure out the rest.
Minimal IT Burden: "Very limited technical resources. We need about a half-hour call with a technical resource just to get that API key." Total IT time: under 2 hours.
90-Day Term for Convenience: Exit clause if value not seen. "90%+1 of our clients that go through that pilot process ultimately are converting into production customers." We earn your business.
2 hrs
total IT time for complete setup
Your Commitment
What You Provide
API Credentials
Access to your telephony, CRM, or ticketing system. We handle the rest.
Policy Documents
Your complaint definitions, QA scorecards, compliance criteria. We configure AI to match.
Review Time
2 hours/week during configuration to review and approve. That's it.
After Launch
Ongoing Partnership
Dedicated CSM
Your customer success manager knows your business and is available when you need them.
Quarterly Reviews
Accuracy audits, feature updates, and roadmap discussions to ensure continuous improvement.
Continuous Improvement
AI models improve over time. Your accuracy gets better, not worse—no retraining required.