Platform

One Platform
to Handle Every Call Better

Some calls don't need your team, and others need your team at their best. CSxAI handles both.

CSxVoiceAI

AI on the Line. Humans on Standby.

AI-powered voice automation that picks up, understands, and resolves routine calls across your systems in a single conversation.

Loan servicing voice agentMulti-modal
draftupdated a min agoDeploy agent
Scenario: Payment reminder outreach
Scenario 1: Payment Reminder
Say“Hi, this is the automated assistant from Riverside Lending about your auto loan. A payment of $412 is due this Friday — would you like to take care of it now, or talk through your options?”
↳Caller chooses to pay@intent_pay_nowproceed to·Identity Check
↳Caller mentions hardship@intent_hardshipproceed to·Hardship Options
Scenario 2: Identity Check
Say“Happy to help. To protect your account, can you confirm the last four digits of your SSN and your date of birth?”
↳Details match:verify_account_holderproceed to·Payment Setup
↳No match: retry up to 2 times@verify_failedif still fails, proceed to·Escalation
Scenario 3: Payment Setup
Say“You're verified. I'll text a secure link to your phone on file so you can confirm $412 from your account ending 8821.”
CSxIQ

The bridge between AI intelligence and human connection.

Real-time call intelligence that gives your agents everything they need before, during, and after every conversation.

LiveMaria Lopez · M#48201
02:14
Caller

I'm really frustrated — this is the second time I've called about the same fee.

Agent

I understand, let me pull up your account details right now.

Caller

If I get hit with another fee, I'm closing the account.

Objection detectedAccount closure threat · Fee dispute
Suggested rebuttal

“I hear you. Let me waive this fee and look at how we can prevent it next time — would that work?”

Security & Compliance

Compliance built in, not bolted on.

Credit unions and financial institutions can't afford guesswork. The same guardrails sit beneath every CSxVoiceAI and CSxIQ conversation — enforced by the platform, not left to configuration.

Status

Compliance, built in — not bolted on

Six platform-enforced checks, verified on every single call and surfaced on the dashboard.

Continuously monitored6 / 6 PASS
  • Call recording disclosure
  • AI identity disclosure
  • TCPA consent on file
  • PII masking
  • Audit logging
  • Data retention policy
Disclosure

Disclosure-first, every call

Covers 50-state recording law and AI-identity rules in CA, TX & IL — locked, so no one can remove it.

Agent · first messageLocked
“This call may be recorded. You’re speaking with an AI virtual assistant for your credit union.”
Consent

Consent before contact

Automated SMS stays locked until member consent is on file — a hard guardrail against TCPA fines.

SMS automationEnabled
Member consent collected & on file
Send automated texts
Data privacy

PII masked on screen

Display-only masking for reporting staff. Full records stay secured in the database.

Call log · read-only viewMask PII
James MitchellJ. Mitchell ····8821
Alicia RiveraA. Rivera ····4093
Audit

Every change, on the record

Configuration history retained seven years, in line with NCUA recordkeeping.

Configuration history7-yr retention
  • Updated SMS consent rule2m ago
  • Disclosure script locked1h ago
  • Enabled PII masking3h ago
Per NCUA recordkeeping
Certifications
SOC 2 complianceGDPR compliance

Independently audited and built on a security foundation your compliance team can vouch for.