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AI customer service for financial services

Customer service AI that answers from what you've approved.

Aide answers your customers from your help center, website and articles, drafts for your team in Zendesk, Front or Gorgias, and hands anything it shouldn't decide to a person with a summary. You set how far it goes on each topic, and every change is in the audit log.Powered by the Agent Governance Engine: topics and AI levels set how far Aide goes, every reply is checked before it is sent, and the audit log records who changed what.
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What Aide does inside your rules
Handoff with a summaryWatch only firstOne set of rulesMeasured, not assumedCSAT, Aide and teamAnswer from your help centerHandoff with a summaryWatch only firstOne set of rulesMeasured, not assumedCSAT, Aide and teamAnswer from your help centerHandoff with a summaryWatch only firstOne set of rulesMeasured, not assumedCSAT, Aide and teamAnswer from your help center
Answer only from chosen sourcesCollect details before a handoffReply in the customer's languageSay it's an AI when askedShow Salesforce contact fieldsDraft replies for your teamAnswer only from chosen sourcesCollect details before a handoffReply in the customer's languageSay it's an AI when askedShow Salesforce contact fieldsDraft replies for your teamAnswer only from chosen sourcesCollect details before a handoffReply in the customer's languageSay it's an AI when askedShow Salesforce contact fieldsDraft replies for your team
76%+
AI resolution rate
On the paths your team pre-approved
10x
Faster responses
Answers right away, day or night
24h
To first value
Connect your helpdesk or import your help center
Where Aide fits

What your customers ask, answered

The same platform, set up with your own topics, knowledge and handoff rules.

Banking & fintech apps

How-to, fees, limits and app questions answered from your help center. Account requests reach your team with a summary.

Consumer lending & BNPL

Application steps, repayment options and policy questions answered as your articles state them.

Insurance servicing

Coverage, claims-process and document questions answered from your published wording. Decisions stay with your team.

Payments & merchant services

Setup, payout timing and integration questions answered from your docs, in the helpdesk your team already runs.

Governed, end to end

Answers what it should. Hands off what it shouldn't.

Aide answers from your approved knowledge, sends account requests and sensitive conversations to your team, and shows you every handoff and its reason.

Aide hands a conversation to your team when the customer asks for a person, when a policy requires one, when it isn't confident or when data is missing. Your team gets a handoff summary, and Analytics shows each reason by channel.

Run a support address or a helpdesk inbox in Watch only: Aide drafts and sends nothing, so your team reviews its work on live conversations before anything reaches a customer. New topics start at Drafts.

The same agent, knowledge and handoff rules answer your website chat, your support email and the inboxes you connect from Zendesk, Front or Gorgias. Results filter by channel.

The AI resolution rate and the share handed off, for any period and against the one before. Every number opens the exact conversations it counts.

Customers rate Aide and your team on the same 1 to 5 scale, reported separately, so you can see where the AI helps and where it doesn't.
Aide is the AI platform for customer service. Each topic is set to AI Agent, Drafts or None, new topics start at Drafts, and you can preview replies on your real conversations before you switch a topic on.
The Agent Governance Engine

Governed topic by topic, logged change by change.

In financial services, 'probably right' isn't good enough. Aide gives your team control over what the AI may say and where it must stop, and a record of every change.

Set how far it goesEach topic is AI Agent, Drafts or None. New topics start at Drafts, so a person confirms before anything is sent.
Answer only from approved sourcesA procedure can limit answers on a request to the knowledge sources you choose, and its steps can tag, assign or add an internal note.
Every reply checkedBefore a reply is sent, Aide checks it. Promises the topic doesn't allow, placeholders and any claim to be a person are revised or handed off.
An audit log you can exportEvery sign-in and every change to agents, procedures, topics, knowledge and settings, with who, when, from where and a before and after. CSV export, kept two years.
Your team sets the bounds. The engine enforces them.
Getting started

Works with your existing stack

One click into your helpdesk, or use Aide Helpdesk. Customer context from Salesforce. No migration, no replatforming.

Zendesk logo
Zendesk

Drafts as internal notes, and answers email tickets once a brand is live.

Front logo
Front

Drafts in every shared inbox, and answers email once an inbox is live.

Salesforce logo
Salesforce

Contact and account fields beside the conversation. Read-only; the AI reads only the fields you choose.

API and webhooks logo
API and webhooks

A REST API with workspace keys, and signed webhooks for new conversations, messages and status changes.

Chat, email and messaging logo
Chat, email and messaging

Website chat, support email, WhatsApp, Messenger and Instagram, answered in the same inbox.

Claude logo
Claude

Search knowledge and read conversations from a Claude chat.

Your own systems can work with Aide through its REST API, signed webhooks and MCP server.

Frequently asked questions

Yes, for the parts of support it really does: answering from your approved knowledge, drafting for your team, and handing account requests and sensitive conversations to a person with a summary. Each topic has an AI level, every reply is checked before it is sent, and the audit log records every change. Aide doesn't connect to cores or servicing platforms, so it doesn't act on accounts.

You decide per topic. Set a topic such as disputes or hardship to Drafts, so a person sends every reply, or add a procedure that assigns it to the right team, leaves an internal note or limits answers to approved sources. Aide applies the topics, levels and procedures you configure; the rules themselves stay yours.

Aide answers from your knowledge, and a procedure can limit a request to the sources you choose. Every reply is checked before it is sent: promises the topic doesn't allow, placeholders and claims to be a person are revised or handed off. When it can't answer, it says so and offers your team.

Yes. Each conversation shows the topics on every message, the sources under every reply and the handoff notes. The audit log records every sign-in and every change to agents, procedures, topics, knowledge and settings, with who, when, from where and a before and after. It exports as CSV and is kept for two years.

Questions your knowledge answers: how-to and app questions, fees and limits as your articles state them, application and process steps, the documents a customer needs, opening hours and contact details. Requests that need someone to look at or change an account go to your team with a summary, and Aide can collect the details your team needs first.

Yes. It answers over website chat, email, WhatsApp, Messenger and Instagram, and inside Zendesk, Front and Gorgias, in the customer's language. It doesn't take actions on financial accounts: it answers from your knowledge and hands the rest to your team.

Zendesk, Front and Gorgias for your helpdesk, or Aide Helpdesk on its own. Salesforce contacts, leads and accounts show beside the conversation, read-only, and the AI reads only the fields you choose. Your own systems can work with Aide through its REST API, signed webhooks and MCP server.

Website chat, email (forwarded or a connected Gmail inbox), and the inboxes of Zendesk, Front and Gorgias.

Aide is SOC 2 Type II certified and GDPR and HIPAA compliant. Its Claude models run at zero data retention, its open-weight models run on Aide's own servers, and it answers only within the topics and rules your team sets. Security documentation is at aide.app/security.

Most teams connect their helpdesk in a day and see first value in 24 hours. Start with a high-volume, low-risk topic at Drafts, preview replies on your real conversations, and widen as your team is ready.

Start free with 150 AI replies a month and no card. Paid plans start at $39 a month with a 7-day free trial, and you pay for AI replies, not seats. See aide.app/pricing for every plan.

Put a governed AI agent on your support queue

It answers from what you've approved, hands off what it shouldn't decide, and logs every change to how it works.

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