PromptLine
Intelligent voice and text conversations for financial services - available 24/7, integrated with your core systems, and ready to scale.
What is PromptLine?
PromptLine is a conversational AI platform built for the speed and compliance demands of financial services. While legacy IVR systems frustrate customers with rigid menus and long hold times, PromptLine holds natural, contextually aware conversations - over the phone or via text - that resolve issues, collect information, and take action without any human in the loop.
Unlike generic chatbot builders, PromptLine is engineered from the ground up for Fintech. It understands financial terminology, connects directly to banking infrastructure, and operates within the guardrails your compliance team demands. Deploy it to any customer-facing channel and reclaim the agent capacity your team spends on repetitive, automatable work.
PromptLine
Call in progress · 00:42
78%
Containment
1.8m
Avg Handle
99.9%
Uptime
Everything you need to automate customer conversations
Six integrated capabilities built for the compliance, scale, and integration demands of financial services.
AI Voice Calls
Natural, human-like voice conversations powered by large language models. PromptLine handles inbound and outbound calls - answering questions, collecting information, and resolving issues - without ever putting customers on hold.
SMS & Text Automation
Two-way text conversations that feel personal. Send proactive notifications, handle replies intelligently, and drive customer actions through a channel they already use - all with zero manual intervention from your team.
Instant Intelligent Routing
When a conversation requires a human, PromptLine routes it to the right agent with full context - no repeat explanations, no dropped handoffs. Complex cases escalate cleanly; routine cases resolve automatically.
Core Banking Integration
Deep integrations with core banking platforms, CRM systems, and data warehouses. PromptLine reads and writes real data during conversations, enabling it to check balances, initiate transactions, and update records in real time.
Compliance & Audit Trails
Every conversation is logged, transcribed, and audit-ready. Built-in compliance guardrails prevent the AI from crossing regulatory lines, with full export capabilities for your compliance and legal teams.
Real-Time Analytics
Dashboards that surface containment rates, resolution times, sentiment trends, and escalation patterns. Continuously optimize your conversation flows with data that makes the impact of every change visible.
Where PromptLine goes to work
Built for the most common - and most costly - customer interaction patterns in financial services.
Account Inquiries
Balance checks, transaction history, and statement requests resolved instantly - 24/7, without agent involvement.
Loan & Credit Queries
Answer eligibility questions, collect application information, and guide customers through next steps with zero wait time.
Collections & Reminders
Proactive outreach that is firm but empathetic. PromptLine negotiates payment arrangements and logs outcomes automatically.
KYC & Identity Verification
Guide customers through identity verification workflows conversationally, reducing friction and abandonment rates.
Appointment Scheduling
Let customers book branch visits, advisor calls, and loan closings through voice or text - integrated with your calendar systems.
Fraud Alerts & Confirmations
Reach customers instantly when suspicious activity is detected. Confirm or dispute transactions in a single, secure conversation.
Live in three steps
PromptLine is built for rapid deployment. From configuration to your first automated call, the path is direct.
Configure Your Conversation Flows
Define the intents, data sources, and escalation rules that govern how PromptLine handles your customers. Our flow builder lets your team configure AI behavior in plain language - no prompt engineering PhD required.
Deploy Across Voice & Text Channels
Go live on your phone number and SMS shortcodes in days. PromptLine connects to your existing telephony infrastructure and messaging platforms, with no rip-and-replace required.
Measure, Learn, and Scale
Monitor containment rates and customer satisfaction from day one. Use real conversation data to refine flows, expand coverage, and scale confident that quality improves as volume grows.
Ready to put your customer conversations on autopilot?
Talk to our team about your call volume, use cases, and integration requirements. We'll show you exactly what PromptLine can automate - and what it will cost you not to.