Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Assist on calls for Banks & Credit Unions. The published answer on screen while your representative talks.

AI Assist on calls shows suggestions from your approved knowledge on the screen of your member service representative or teller while a call runs: the published CD rate, the wire cutoff time, the documents an LLC account needs, the steps for a travel notice. The member only ever hears your teller or representative, who decides what to say.

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Zanus AI · AI Assist on calls · AI ASSIST: the right answer on screen while your person talks

AI Assist on calls — AI ASSIST: the right answer on screen while your person talks, real Zanus AI screen

You talk. Lisa sets it up.

You“On calls, show the published rate sheet and the fee schedule wording first.”

Lisa“Done: during calls your representatives now see rate sheet and fee schedule wording first, drawn only from your approved knowledge.”

Any setting, in any module · applied only on your yes

How Banks & Credit Unions use it

A new representative is asked the wire cutoff time on day three; the published time appears on screen before the pause gets awkward.

A business owner asks what an LLC account needs; the checklist from your knowledge appears while the universal banker talks.

A caller asks about a fee; the fee schedule wording appears, and the representative explains it and files the reversal request for review.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Live suggestions from your knowledge during a call, on your operator's screen
Never speaks to the customer, your person stays the voice

Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Assist on calls does, for every business ›

Works withAI Call Desk AI Phone AI Tickets AI Quoting AI Booking

Questions & answers

AI Assist on calls for Banks & Credit Unions: questions & answers

Does AI Assist speak to the member during a call?

No. It only shows suggestions on your representative's screen, and the member hears only your person. The representative decides what to say and can ignore any suggestion.

Where do the suggestions during bank calls come from?

From the knowledge your institution approves: rate sheets, fee schedules, procedures and checklists. The same knowledge answers your phone and chat, so a representative and the AI give members the same answer.

Is AI Assist useful for new tellers?

Yes. A new teller or representative gets the published answer on screen while still learning the procedures, instead of putting the member on hold to ask a colleague. It works alongside AI Team Training, which teaches the same material before the first shift.

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