Various Enterprise Systems

Salesforce

Hubspot

Zendesk

Stripe

Plaid

Synoriq

Sap

Oracle

Microsoft

Workday

Jira

Microsoft Teams
CXi Agent
Product suitability, rate justification, & disbursement details shared instantly.
CXi Pulse
Borrower intent, lending friction, & complaint patterns uncovered as conversations.
CXi Command
Recoveries prioritised with compliant communication for every segment.
CXi Business
Portfolio risk, revenue impact, and compliance exposure rolled up for leadership.
$10mn
35%
CXi Agent
Account context and client instructions verified before the trade conversation begins.
CXi Pulse
Conversation-level sentiment flags client dissatisfaction before it becomes an outflow.
CXi Command
Always-on trade surveillance detects exceptions and escalates them in real time.
CXi Business
Cross-sell signals & revenue-at-risk tracked centrally — nothing hidden.
87%
99.9%
CXi Agent
Portfolio holdings, risk profile, and advisory history gathered before the call connects.
CXi Pulse
Sentiment tracked across every advisory conversation to catch dissatisfaction before attrition.
CXi Command
Your best advisors’ judgment compounds into every future client conversation.
CXi Business
Rebalancing signals and portfolio gaps roll into a single view of client lifetime value.
31%
24%
CXi Agent
Policy terms, claim history, and prior interactions assembled before the agent says hello.
CXi Pulse
Complaint patterns and renewal-risk sentiment surfaced early — before lapses hit the scorecard.
CXi Command
Claims triage and renewal workflows run natively inside your existing policy systems.
CXi Business
Retention performance and claims velocity tracked as one connected metric.
25%
85%
CXi Agent
Vehicle history, warranty status, and service records pulled up before the advisor picks up the call.
CXi Pulse
Service complaints, recall sentiment, and satisfaction-driving language surfaced in real time.
CXi Command
Recall and warranty workflows triggered directly within your DMS and service systems.
CXi Business
Service retention, recall compliance, and dealer NPS tracked as one connected performance metric.
45%
40%
CXi Agent
Appointment history, insurance eligibility, and care-plan context gathered before the call.
CXi Pulse
Sensitive information flagged and handled automatically, under compliance guardrails.
CXi Command
Follow-up and referral workflows triggered natively the moment the call ends.
CXi Business
Compliance exposure and first-contact resolution tracked as one enterprise safety metric.
3X
36%
CXi Agent
Itinerary, loyalty tier, and past preferences surfaced before the agent picks up.
CXi Pulse
Disruption sentiment — delays, cancellations, overbookings — flagged before it becomes a complaint.
CXi Command
Field teams equipped with the same next-best-action a dispatcher would have given them.
CXi Business
Upsell, rebooking, and loyalty performance rolled into one view of traveler lifetime value.
64%
70%
CXi Agent
Order status, delivery timeline, and return eligibility verified instantly.
CXi Pulse
Cart-abandonment intent detected the moment it happens, not in next week’s report.
CXi Command
Reconnect workflows triggered automatically, with the exact context the customer left behind.
CXi Business
Refund, replacement, and cart-recovery performance tracked as one revenue metric.
2.5X
45%
CXi Agent
Lead source, budget range, and site-visit history assembled before the call starts.
CXi Pulse
Sales pitches analyzed in real time, across 8+ vernacular languages, to catch missed opportunities.
CXi Command
Supervisors notified instantly the moment a pitch or visit is missed — before the lead goes cold.
CXi Business
Every lead, visit, and conversion rolled into a single pipeline-velocity view.
3X
18%
- Conversations disappear
- Teams work in silos
- AI works in isolation
- Managers react to reports
- Decisions rely on samples
- Intelligence resets every day

Intelligent Enterprise with CXi
- Every conversation becomes intelligence
- Every team shares the same context
- AI collaborates across the enterprise
- Leaders act in real time
- Decisions are powered by every interaction
- Intelligence compounds continuously
Independently Certified
ISO 27001, ISO 27701 (PIMS), HIPAA, and SOC compliant—built to meet global security & privacy standards.
Role-Based Access Control
SSO, MFA, and role-based access ensure supervisors, quality teams, and admins reach only what their role requires.
Secure Data Management
PII masking, data lifecycle management, and encryption at rest and in transit protect every customer interaction.
Consistent Compliance Standard
Consistent quality, security & compliance across every supported language and customer channel.