Human-grade autonomy across voice and chat
Trained on real customer conversations and governed by a unified discovery, automation, and quality loop.
Built for Credit Unions
Built for every member interaction
Direct integration with your banking core means members can move money, check balances, and stop payments through voice or chat. Confirmed and complete in the same interaction.
From a stolen card to a travel notice, members get resolution the moment they ask. No hold time, no callbacks, no open tickets.
Sensitive requests are protected without adding friction to routine ones. The right verification, triggered automatically based on what the member is actually trying to do.
Fee waivers, loan status, dispute routing. Handled by the agent where possible, escalated to a human when it matters, always with full context intact.
Unified CX intelligence
Every interaction becomes structured signal for QA, coaching, and VoC. See what is working, where the agent falls short, and which issues drive repeat contact, then use those insights to continuously improve performance.
Security, compliance, and global scale
Customer data is encrypted and never used to train models. Designed to support SOC 2, HIPAA, and GDPR requirements. Deliver consistent experiences across voice and chat with multilingual support and flexible deployment across web, mobile, and third party channels.
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Working with Level AI was a breath of fresh air after a miserable “failure to launch” with another vendor. We were able to make more progress in 4 weeks with Level AI than we had in 6 months previously. I love how responsive the implementation and development teams have been. The user experience has been excellent, and uptake and feedback from our users has been stellar. Having full control over the “truth” of our knowledge base is crucial to the overall experience. I would highly recommend the Level AI team for account management, development, and customer success management. A truly comprehensive launch success story.
