# 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. ## 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. ### 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. ### Aivo from Engageware ## One orchestrated platform for AI campaigns, conversations, and resolution Aivo Suite combines conversational AI, live support, and knowledge automation in a single platform built to scale engagement across digital channels—and now fully integrated with Engageware’s customer engagement ecosystem. **AI Agents** **Automate high-volume interactions** Handle routine inquiries, authenticate customers, execute transactions, and resolve issues end-to-end. Agentic AI Agents use policy-aware workflows connected to your core systems through Studio, delivering accurate resolution without human intervention. Up to 98% digital resolutions for high-volume servicing. [Learn more →](/content/aivo/agentbot-chatbot/index.html) **AI Engage** **Turn campaigns into conversations with higher conversion** Launch personalized WhatsApp and SMS campaigns that invite one-tap responses. When customers reply, they connect instantly to AI Agents or Live specialists without leaving their preferred channel. Higher conversion through in-channel responses and instant routing. [Learn more →](/content/aivo/engage/index.html) **Live** **Empower specialists to resolve issues faster with full context** Route conversations from bot to live agents with context intact. Live offers queue management, agent tools, conversation history, and omnichannel support for smooth handoffs. Resolve issues up to 30% faster with context + AI assist. [Learn more →](/content/aivo/live-chat/index.html) **Studio** **Connect systems and deploy faster with compliance guardrails** Studio is the orchestration layer that makes everything work together. Connect core systems, CRMs, and contact centers with pre-built workflows, compliance guardrails, and complete audit trails. Deploy workflows up to 60% faster with reusable orchestration. [Learn more →](/content/aivo/studio/index.html) ### Outcomes in Regulated Industries ## Faster value and lower costs for highly regulated organizations ### 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 ### 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 ### 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. ### Ecosystem Integrations ## Frictionless integration with leading platforms ### Engage customers on any channel—with unified data. Certified integrations with leading CRMs and contact centers for faster onboarding and unified customer data. Synchronize conversations, tickets, and outcomes in real time. ### 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 ### Scale & reliability - Trusted by leading banks, insurers, and telecoms - Hundreds of millions of interactions supported at scale - 99.9% uptime SLA ### 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 ## How agentic AI is rewriting the customer engagement playbook Regulated industries can unlock AI-driven efficiency without sacrificing trust, compliance, or human judgment.