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.
Contacts, knowledge, flows, and recordings are scoped to a single tenant. Operators work inside one at a time.
A flow can only draw on the documents attached to it. Nothing else in the account is reachable from that conversation.
Topic limits, required disclosures, and mandatory hand-offs stated in plain language and enforced every turn.
Recording, transcript, and timestamped turns for every call, retained against the contact record.
Conversations scored against the flow they ran, so review scales with volume.
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.
Switchboard was built with highly regulated and sensitive applications in mind. We're HITRUST ready, and in the process of being SOC II certified
The agent identifies itself and the business at the top of every call, inbound or outbound, before anything else is discussed.
Nothing specific to the account is said until the caller's identity is confirmed against the record on file.
A STOP reply or a verbal request to stop contact is recorded against the contact and suppresses further outreach on that channel.
The agent may only discuss the matter it called about. Unrelated accounts and topics are out of reach for that call.
When a caller contests something, the agent follows your written procedure — send the notice, book the callback, transfer to a person.
Any single conversation can be produced in full — recording, timestamped transcript, and the disclosures made within it.
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.
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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.