Switchboard

Augment your customer engagement layer with seamless omnichannel response

Switchboard is the agentic engagement layer for regulated operations. Phone, SMS, and email — inbound and outbound — trained on your data, bounded by your rules, supervised by your team.

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Switchboard
Tenant
Meridian Collections
Console
Dashboard
Leads
Live now2
Escalations1
Responses
Channels
Calls
SMS
Emails
Configuration
Call flows
Message templates
Console / Dashboard Last 14 days
Dashboard
Today at a glance, and the last two weeks.
Calls today
18
▲ 3 vs yesterday
Connect rate
78%
— no change
SMS today
7
▼ 2 vs yesterday
New leads
4
▲ 4 vs yesterday
Volume, last 14 days
Calls SMS
20151050
Aug 4Aug 8Aug 12Aug 17

One layer for the whole conversation. It places the call, answers the line, hands off to a person, and files the record — in the same system.

Channels / SMS
Direction: All Template: All 1–7 of 128
ContactMessageStatusWhen
+1 754 239 5206Hi Adrian, this is Northgate Family Health. You can pay your…deliveredAug 12, 9:58
+1 754 239 5206Northgate: 501572 is your code to confirm your payment…deliveredAug 10, 2:13
+1 754 239 5206STOPreceivedAug 10, 2:16
+1 612 391 1789Hi Bruce, this is Northgate Family Health. You can pay your…deliveredAug 10, 10:50
+1 555 010 0003Northgate: 672136 is your code to confirm your payment…failedAug 6, 3:07

Outbound runs off your events. An appointment set, a balance due, a document missing — the trigger fires from your system and the campaign runs on the channel the contact prefers. Calls, texts, and emails land in one filterable record, not three tools.

Configuration / Call flows appointment_reminder
outbound_trigger
Knowledge 3 docs
validation-notice-policy.pdf
call-script-rules.md
account-faq.docx
Context & guardrails 418 / 2000

Only discuss the caller's outstanding balance with Northgate. If the caller disputes the amount, tell them you will send a written validation notice within 5 business days rather than arguing the amount. If they ask for a payment plan, offer to transfer them to a human agent.

A flow is explicit, not a prompt. Each step names what the agent asks, which documents it may draw on, and what it must never do. Guardrails are written in plain language and enforced on every turn of the conversation.

Console / Live now AI speaking
+1 754 239 52062:14
Appointment reminder
verifying identity
+1 612 391 17890:41
Benefit verification
greeting
+1 555 010 00021:08
Balance reminder
payment options
AI
02:08
Before we go further I need to confirm your date of birth.
CALLER
02:12
August fifth.
AI
02:14
Thank you, that matches what we have on file.
CALLER
02:19
Actually, can I just talk to somebody there?
SYSTEM
02:20
Escalation requested — routing to the queue with transcript attached.
Barge in Take over call Request agent

One representative, many lines. Every active conversation streams a live transcript with the caller's profile beside it. Step in and dictate the agent's next line, take the call over in your own voice, or send it to the queue — without dropping the connection.

Console / Escalations 2 waiting
Queue
+1 612 391 1789waiting 0:42
asked for a person Accept
+1 555 010 0004waiting 2:07
payment plan requested Accept
Transcript so far agent @a.anderson
AI
01:52
Your appointment is Thursday at 10:40. Would you like a text reminder?
CALLER
02:04
I think my insurance changed. Can I talk to someone?
AI
02:07
Of course. I'm connecting you with a representative now.
Accept escalation

A caller can always reach a person. Escalations arrive as a warm hand-off — the transcript is already on screen when the representative picks up, and the hand-off itself is logged against the call.

Console / Responses 31 answers
Will you be attending this appointment?
appointment_reminder · attending
yes 30 (97%)
no 1 (3%)
Would you like to pay your copay now?
appointment_reminder · copay_now
yes 17 (89%)
no 2 (11%)
QuestionFieldAnswerIn their words
Would you like that link by text?payment_channelemailI'll take it by email.
Send a payment link now?copay_nownoFine. I'll just pay it when I arrive.
Will you make that appointment?attendingyesYeah. That works.

Every question becomes a field. Answers aggregate across the campaign and stay linked to the call they came from, so behavioural patterns, recurring objections, and sentiment are queryable instead of anecdotal.

The record is the product. Assume a regulator, a client, or your own quality team will ask what happened on one specific call.

Per-tenant isolation

Contacts, knowledge, flows, and recordings are scoped to a single tenant. Operators work inside one at a time.

Scoped knowledge

A flow can only draw on the documents attached to it. Nothing else in the account is reachable from that conversation.

Written guardrails

Topic limits, required disclosures, and mandatory hand-offs stated in plain language and enforced every turn.

Full transcript retention

Recording, transcript, and timestamped turns for every call, retained against the contact record.

Call grading

Conversations scored against the flow they ran, so review scales with volume.

Logged escalation path

Every hand-off to a person is recorded with the transcript that preceded it.

Certification and data-residency commitments are covered in the technical briefing.

Secure and compliant by default

Switchboard was built with highly regulated and sensitive applications in mind. We're HITRUST ready, and in the process of being SOC II certified

Disclosure on connect

The agent identifies itself and the business at the top of every call, inbound or outbound, before anything else is discussed.

Verification before account detail

Nothing specific to the account is said until the caller's identity is confirmed against the record on file.

Opt-out honored automatically

A STOP reply or a verbal request to stop contact is recorded against the contact and suppresses further outreach on that channel.

Scope limits per conversation

The agent may only discuss the matter it called about. Unrelated accounts and topics are out of reach for that call.

Disputes routed, not argued

When a caller contests something, the agent follows your written procedure — send the notice, book the callback, transfer to a person.

Evidence on request

Any single conversation can be produced in full — recording, timestamped transcript, and the disclosures made within it.

A flexible engagement layer built around your data

Switchboard was built as a sit-beside engagement layer that enables you to leverage your most valuable data assets

Salesforce Gmail Pipedrive Meta Instantly Integration partner HubSpot HighLevel Microsoft Excel TreasuryView PioneerRx Integration partner
Contact data

Instantly recognize inbound callers via your current CRM or system of record, and log outcomes after.

Knowledge sources

Train on valuable existing knowledge compiled within any platform in your current toolstack

Outbound triggers

Scheduling, billing, or workflow events in your stack start a call, text, or email campaign.

Phone & SMS

Bring your own numbers and sending domains, or provision new ones in the platform.

Frequently Asked Questions

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Bring one flow you want running.

Forty-five minutes with the team that built it. A reminder, a verification, a collection — we walk through how it would be scoped, guarded, and measured in your operation.

Book a technical briefing Request the security overview