Unlock customer engagement with seamless omni-channel intelligence
Switchboard is the agentic omni-channel customer engagement layer for regulated operations.
One layer for the whole conversation. Augment and centralize your customer engagement with interactive voice response and intelligent omni-channel communications.
More AI than meets the eye
Switchboard is more than just an AI-powered voice and automation platform
Skip the dialtone
No more pressing the keypad for an operator or leaving a voicemail. All inbound calls go directly to an Interactive Voice Agent, instantly.
Follow procedures flawlessly
You write the flow in plain language: what to confirm, what to offer, what is off limits. The agent decides in the moment which step applies, instead of running a fixed script top to bottom.
Instantly contextualize customer accounts
Every call is instantly contextualized by matching backend customer records with the caller. Name, DOB, transaction history, records, and more.
Augment real-time actions
Book callbacks, verify PII, collect secure payments, update customer records, and log voice surveys all in one interaction.
Centralize intelligence
Get better responses over time as our model logs requests, outcomes, and transcripts from customers.
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
Instantly recognize inbound callers via your current CRM or system of record, and log outcomes after.
Train on valuable existing knowledge compiled within any platform in your current toolstack
Scheduling, billing, or workflow events in your stack start a call, text, or email campaign.
Bring your own numbers and sending domains, or provision new ones in the platform.
Frequently Asked Questions
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See how Switchboard can layer into your operations
Book a product walkthrough with our founding team below