For FRONTLINE / CompanioN AGENT

Pre-call Insights, Next Best Action, and Coaching — in the moment.

Companion guides on every live conversation: it briefs your rep before the call, recommends the next best action as it unfolds, enforces compliance in real time, and takes action when it's done.

the problem

Your Reps are Fighting their Tools

Knowledge is buried, every customer starts as a stranger, and wrap-up eats the time that should go to the next caller.

01  -  CONTEXT

Every call starts cold

Reps open a call blind — no history, no context — and waste the first minute catching up.

Pre-call insights

02  -  KNOWLEDGE

Answers are buried

The right policy is ten tabs away. Customers wait on hold while reps dig — or worse, reps guess.

Next best action & knowledge

03  - WRAP-UP

After-call work piles up

When a bot escalates, the customer re- explains everything to a human who has no context.

Automated after-call work

Start the call Already
Knowing the Story

Before the call connects, Companion ingests the customer's history and surfaces what matters — who they are, why they're likely calling, and what happened last time. No cold starts.

Pre-call ingestion of context before the interaction begins.

VoiceAI handover — full context passed on AI-to-human transfer.

Journey-aware via Interaction Intelligence.

Surface the Right Move, For Every Use Case

Companion follows the conversation live and recommends the next best action, the exact answer, and the fields to capture — grounded in your policies, not guesswork.

Next-best-action recommendations from live context.

Knowledge surfacing — the right answer, pulled in automatically.

Data extraction & form — fill from the conversation, agent- editable.

Guide in the Moment.
Never Miss an Opportunity.

Companion Agent helps frontline teams follow critical processes for upselling, compliance, troubleshooting, and more. Live checklists understand the context of each conversation, helping teams close process gaps and identify opportunities in real time.

Checklists keeps reps aligned with every process.

Compliance guidance prompts required disclosures, every time.

Real-time guidance leads reps through complex processes step by step.

Workflows and Wrap-Up Handled.

When the call ends, Companion has already summarized it, recommended the disposition, and updated your systems, cutting after-call work dramatically.

Post-call summaries in your format, ready to save.

Disposition support & after-call work automation.

Agent desktop integration — embedded in your existing tools.

the outcome

What Changes When
Every Rep has a Companion

+12%

Faster speed to proficiency

Accelerate onboarding and drive more consistent experiences.

+22%

CSAT score improvement

Knowledgable frontline teams deliver happier customers

-65%

Reduction in after-call work time

Workflows, summaries & dispositions – automated.

2wk

Ramp time

New reps perform like veterans after just two weeks.

Everything Companion Agent can do.

The full set of real-time and after-call capabilities for your frontline.

Pre-Call Ingestion

Surface customer context before interaction begins

VoiceAI Handover

Receive context from AI-to-human transfers

Real-Time Nudges

Guide agents during live customer conversations

Process Checklists

Keep agents aligned to required steps

Compliance Guidance

Remind agents of required disclosures and policies

Next-Best Actions

Recommend actions based on live conversation context

Knowledge Surfacing

Pull relevant answers during customer conversations

Sentiment Detection

Identify customer tone and escalation risk

Data Extraction

Capture key entities from live conversations, agent-editable

Form Fill Assistance

Populate required fields from conversation context

Post-Call Summary

Generate summaries after human-handled interactions

Disposition Support

Recommend or capture interaction outcomes

After-Call Work Automation

Reduce manual wrap-up work for agents

Agent Desktop Integration

Embed guidance inside existing agent workflows

Explore Our Agents

Voice AI

Automate customer conversations

Performance Agents

Oversight & coaching at scale

Insights Agents

Your team of AI Agent analysts

Give your frontline team a Companion that brings out their best.

See Companion brief, guide, and wrap up a live conversation