AI Call Desk for Banks & Credit Unions. A browser phone and call queue for member service.
AI Call Desk gives your member service representatives a work queue prepared by the Front Office, saying who to call, why and from which conversation, plus a phone in the browser that calls from your institution's number. Each call is transcribed into the member's story as it happens, and two dictated lines after the call set the next step.
TRY AI CALL DESK FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Put every weekend callback request in Monday's queue for the member service team.”
Lisa“Done: weekend callback requests now fill Monday's queue for member service, each with the reason and the call transcript.”
Any setting, in any module · applied only on your yes
How Banks & Credit Unions use it
On Monday morning the queue lists the weekend's callback requests, each with the reason and transcript, ordered for the two representatives on shift.
A universal banker in the branch back office calls a member from the institution's number, not from a personal mobile.
After a call about a payoff letter, the representative dictates two lines and the follow-up task is scheduled for Thursday.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Work queue: who to call, why, from which conversation, prepared by Front Office
- Phone in the browser, calling from your company number
- The call transcribed into the customer's story as it happens
- Two dictated lines after the call → the next step proposed and scheduled
- AI Assist on calls available on top: live suggestions from your knowledge while your person talks
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Call Desk does, for every business ›
Works withAI PhoneAI CRMAI Assist on callsAI QuotingAI BookingAI Follow-up
Questions & answers
AI Call Desk for Banks & Credit Unions: questions & answers
Can member service representatives call from a browser using our main number?
Yes. AI Call Desk adds a phone in the browser that calls from your institution's number, so members see the name they trust. Each call is transcribed into the member's record as it happens.
Where does the member service callback queue come from?
The Front Office prepares it from the conversations it handled: hang-ups, messages and requests that need a person. Each line says who to call and why, with the conversation attached, so the representative does not dig through voicemail.
Can the AI help my representative during the call?
Yes, with AI Assist on calls added. Suggestions from your rate sheets and procedures then appear on the representative's screen during the call, and the member hears only your representative.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Answers & books
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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