Members call with a problem. They hang up with it solved.
No menus, no hold, no callbacks. Aviary finishes what members called for at any hour, and sends the rest by text or email.
AI Built for Credit Unions, Banks and Insurance Providers
See it handle real calls.
Two calls, one agent: a question answered, then an account updated, start to finish.
Northgate Credit Union and its members are fictional.
Every call, handled start to finish.
The same right answer, every time.
Answers come from your own knowledge base, so every member hears the approved version.
Finished before they hang up.
Payments, updates and requests get completed on the call.
Sent where they will see it.
Forms and links arrive by text or email in seconds.
Approvals without the transfer.
Your team says yes in Teams while the member waits.
No one repeats themselves.
When a person takes over, the call summary is already there.
Better for members. Lighter for your team.
Answers that arrive by text.
Members get what they need in a verified text from your credit union, not a random number.
Your name. Your logo. One tap to act.
A call can continue by text, so members can finish on their own time.
Value from the first call. More every phase.
Start with the calls nobody answers today and see results right away. Each phase adds more.
Count what got done, not what got contained.
Every call graded against your criteria, every action logged, and a clear view of why members called.
See what the agent did, on every single call.
Not a sample. Every conversation is scored against your criteria, and the ones that need a human land in a queue your team can actually work.
Recording, transcript, outcome and the record written back to your system stay tied together, so an examiner question has one answer rather than four.
It finishes the work inside the systems you already run.
Payments, notes and follow-ups land in your core, CRM and payment processor, not a spreadsheet.
Trusted by credit unions
See what some of our trusted partners have to say about the success they’ve found using Aviary’s revolutionary AI tools.
FAQ
Frequently Asked Questions
WHAT THE INBOUND AGENT DOES
What does the Inbound Voice Agent actually do?It answers your line, understands what the member needs without a phone menu, verifies them when the request touches an account, and completes the request. That can mean sending a form, taking a payment, booking an appointment, getting a staff approval or writing a note to your core.
Can it take a payment on the call?Yes. With Stripe, the agent takes a card payment during the call, PCI compliant, without transferring the member to a person. A receipt goes out by text and the payment is noted on the account.
What can it send members?Forms, rate sheets, guides, application links and calendar invites from your own library. It sends them by verified text or by email from your templates while the member is still on the call.
TRUST AND ACCURACY
What happens when it does not know the answer?It answers only from content you approve. When a question falls outside that content, it says so and hands the call to your team with a summary instead of guessing.
How does it verify callers?It follows your existing call center procedure before any account request, and it does not share account details until the caller is verified. General questions do not need verification.
Will members know the texts are really from us?Texts arrive from your verified business name and logo, not a random number, so members can see the message came from you.
How human does it sound?Natural enough that members simply say what they need. There is no menu to press through, and the agent introduces itself as a virtual assistant on every call.
YOUR TEAM
What still needs a person?You decide. Fee waivers, rate exceptions and anything outside policy can go to your team in Microsoft Teams while the member stays on the line.
What if a member just wants to talk to someone?They can ask at any time. The agent transfers the call with a summary so the member never has to repeat themselves.
Who keeps the answers current?Your team owns the approved content. When a rate, policy or product changes, update it once and the agent answers from the new version on the next call.
SECURITY AND GETTING STARTED
Is it secure and compliant?Yes. AviaryAI is SOC 2 Type II certified, with end-to-end encryption and complete audit trails. Every call is recorded, transcribed, graded and logged.
Does it replace our phone menu?It can, but most institutions start smaller. Put it on after-hours and overflow calls first, then expand to your main line as the results come in.
Is this going to replace our people?No. It takes routine requests off your team so they can spend their time on the members and decisions that need them.
Bring us your top 10 call reasons.
We will show you which ones can end in done, on your own calls.
