Introducing Conversational AI

Smarter Enterprise Knowledge Access Starts with Conversational AI

Across regulated industries, employees struggle to find answers buried in siloed tools, emails, and static documents. They spend 40% of their time on internal communication and searching for information. 

In sectors like finance and insurance, where accuracy and speed are critical, this slows down everything from customer support to compliance checks. Teams face an overwhelming volume of customer inquiries, policy documents, regulatory filings, and internal communications and spend too much time searching instead of acting.

Standard chatbots don’t help much. They fail at complex use cases, can’t handle unstructured content, and often provide generic or wrong answers. Even a minor error can lead to major risks in regulated industries where accuracy is crucial.

So we built something better. We present an AI Agent that solves these exact problems.

Introducing Conversational AI

Conversational AI is an enterprise-ready AI Agent that makes internal knowledge instantly accessible even to non-technical users. It retrieves answers from unstructured documents, audio files, and video transcripts. This way, employees can ask questions in natural language and get a reliable response, backed by evidence.

This AI Agent is more than just a chatbot. Built specifically for finance and insurance industries, we fine-tune it on your internal knowledge base, FAQs, compliance documentation, and domain-specific content. The result? Rapid, traceable answers tailored to your company’s communication style and industry. It goes beyond basic sales or support tasks and handles complex, high-stakes operational workflows. Think loan processing, policy interpretation, and risk disclosures. 

Conversational AI tells you the answer and shows exactly where it came from. We call it the "how," "what," and "why" behind every action. It pulls supporting context from your documents so teams can validate with confidence. Human supervisors can then focus on complex issues and high-value interactions.

It also empowers more people across your organization to use internal knowledge effectively. With outputs available in text, charts, or tables, business teams get the insights they need without technical queries or manual searches.

Conversational AI delivers 10x faster query resolution by eliminating manual searches and surfacing precise answers in seconds.

What sets Conversational AI apart is how it combines vertical fine-tuning, document-level search, and intelligent query routing to support high-stakes workflows. It handles multi-hop questions, adjusts model weights for specific industries, and integrates with your CRM, help desk, and internal tools through a flexible API. Responses are explainable, traceable, and ready for human review when needed. It also offers multi-language support, making it ideal for global teams.

Unlike most tools, it dramatically reduces the chances of hallucinations by grounding answers in the source content. Conversational AI is also SOC 2 compliant, ensuring security and regulatory alignment.

How Conversational AI Works

After deployment, Conversational AI connects to your knowledge base, internal documentation, and content repositories. It transforms natural language queries into structured searches across unstructured content. Whether the answer lives in PDFs, slide decks, or transcripts, it finds and formats the output for immediate use through multi-channel support, including chat, email, and voice. 

Key capabilities include:

• Vertical fine-tuning: Trained on your industry’s documentation and workflows for relevance and accuracy.
• Unstructured document retrieval: Pulls data from PDF reports, presentations, policies, and more.
• Multimodal intelligence: Extracts answers from audio/video transcripts in addition to text.
• Schema-aware search: Understands context, terminology, and domain-specific structure.
• Sentiment analysis: Detects customer emotions and flags sensitive or complex cases for human review.
• Real-time answers: Returns results in seconds, regardless of source complexity.
• Confidence scoring & explainability: Flags low-confidence answers and shows why the response was chosen.
• Audit trails: Logs each interaction for traceability and compliance.
• Continuous improvement through feedback loops: Learns from user upvotes/downvotes to improve performance over time.
• Flexible output formats: Responds with text, charts, or tables based on user needs.

Conversational AI, like Database AI, is part of the Search module in AgentFlow. You can use it as a standalone tool or with other AI Agents to deliver complete automation—from document search and database access to reporting and decision-making.

Use Cases in Finance and Insurance

Conversational AI was tailored for regulated, document-heavy industries. It supports workflows like policy interpretation, compliance lookups, and client-facing support, speeding up how teams access and act on critical information. It’s available 24/7, making it ideal for support teams needing instant access to information anytime.

Here are more examples of use cases in finance and insurance:

Get Started with Conversational AI

Conversational AI helps teams find intelligent answers fast—no SQL, no manual digging, no guesswork. It improves how knowledge flows across your organization and reduces errors in high-stakes scenarios.

See how it transforms internal search. Book a demo today and automate up to 80% of routine interactions.

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