Engageware

The most used
AI customer agents in regulated industries

Aivo orchestrates end-to-end journeys that help customers reach the right outcome faster, lowering costs, growing revenue, and managing risk across more than 1 billion AI powered interactions.

Fewer handoffs

Real-time routing to the right specialist

More revenue

300% appointment growth;
93% convert to sales

Enterprise ready

SOC 2 Type II, ISO 27001,
full audit trail

The Problem

Broken customer journeys lose revenue.

Customers get bounced between web, chat, and calls, repeating themselves at every step.

In regulated industries, these breakdowns increase costs, drive abandonment, and create compliance risk.

Where journeys break down

Fragmented channels

Customers start in messaging, then get shifted to portals, calls, or forms. Each channel switch breaks continuity.

Disconnected AI

Chatbots answer questions but can’t complete transactions, verify identity, or meet compliance standards without system integration.

Lost context

Every transfer resets the experience. Agents re-authenticate and rebuild context instead of solving problems.

Frustrated man working late

Conversion collapses

“We lose qualified customers between interest and application.”

Teams under pressure

“Our teams are overwhelmed and customers are frustrated.”

Conflicting demands

“We’re asked to cut costs, increase conversion, and stay compliant.”

Aivo keeps customers in one continuous journey, from first message to completed outcome, so you convert more demand, resolve more issues digitally, and involve humans only when necessary.

Launch Workflows Faster

Orchestrate compliant workflows in three steps

We map your workflows across systems and teams, design human + AI processes with policy guardrails, then deploy them across channels so you convert more demand and resolve more digitally with full context preserved.

Outcomes in Regulated Industries

Faster value and lower costs for highly regulated organizations

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Improve time to value

Solve customer needs quickly, without lengthy custom builds.

  • No-code and low-code platform for rapid workflow deployment.
  • Pre-built integrations with leading CRMs.
  • Immediate ROI from day one. More words.
  • No-code and low-code platform for rapid workflow deployment.
  • Pre-built integrations with leading CRMs.
  • Immediate ROI from day one. More words.

Reduce effort per ticket

Deflect and resolve more interactions digitally.

  • Resolve remaining tickets faster with rich customer insights.
  • AI handles common requests end-to-end (often without escalation).
  • Contextual handoffs prevent customers from repeating themselves.
  • Unified customer history across all channels.

Keep costs low as you scale

You don’t need a developer army to deploy Aivo or an influx of agents to run it.

  • Efficiency and automation are built in.
  • Scalable pricing that grows with usage.
  • SOC 2, ISO 27001 certified security.
  • Built to handle high conversation volumes reliably.

How it Works Together

From campaign to conversation to resolution, in one connected journey

Mobile chat conversation with AI Agents

Step 1: Engage drives demand

Launch targeted WhatsApp and SMS campaigns promoting new credit cards to pre-qualified segments. Customers receive personalized offers with one-click responses.

Step 2: AI agents handle volume

Replies route to AI Agents that authenticate the customer through Studio’s secure connections, explain terms, collect application data, and submit for approval without switching channels.

Step 3: Live resolves complexity

For questions requiring human expertise, customers are seamlessly transferred to Live specialists. The specialist sees the full conversation history, campaign context, and customer data without asking the customer to repeat anything.

Step 4: Studio orchestrates and governs

Studio connects to core systems for real-time account data, processes transactions compliantly, maintains audit trails, and ensures every action aligns with your institution’s policies.

Result

One seamless journey from outreach to completed transaction with compliance documentation built in.

Enterprise-Grade Architecture

Built for regulated industries from day one

Security & compliance​

  • SOC 2 Type II certified 
    ISO 27001 compliant
  • GDPR & LGPD adherence
  • Complete audit trails for every interaction
  • Role-based access controls
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Scale & reliability

  • Trusted by leading banks, insurers, and telecoms
  • Hundreds of millions of interactions supported at scale
  • 99.9% uptime SLA 
    Multi-region deployment 
    Enterprise-grade infrastructure
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Integration depth

  • Pre-built connectors to major banking cores
  • CRM integrations (Salesforce, Zendesk, Microsoft)
  • Contact center platforms (Genesys, Five9)
  • Payment processors and fraud engines
  • API-first architecture for extensibility

USE CASES

Proven outcomes for regulated industries

BancoComafi Logo
98%

Resolution rate on 100K monthly conversations

50%

Call volume reduction through self-service at scale.

300%

Increase in transactional queries via WhatsApp Business.