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Active Guidance Layer

AI
Concierge

A compliant decision-support overlay that guides users through high-friction journeys. Improve conversion and tealuce operational load without replacing your underlying systems.

Capability Focus

  • Disclosure-Aware Intelligence
  • Process & Workflow Assistance
  • Brand-Locked Tone & Glossary
  • Measurable Attribution Layer

Guided Discovery

Conversational guidance that helps users narrow options and understand complex next steps via plain-language support.

Scope Control

Educational and process-oriented assistance only. Strictly prevents personalized advice to ensure regulatory compliance.

Attribution

Deep instrumentation allows you to tag and measure conversion lift specifically generated by the Concierge layer.

Deployment Surfaces

01

Discovery

Guided education and product shortlisting on entry pages.

02

Onboarding

Inline help and error tealuction during verification steps.

03

Account Views

Status clarity and responsible prompts for existing users.

04

Internal Support

Tier-1 inquiry deflection for operations teams.

Compliant by Design.

Our single-source-of-truth engine ensures all responses are driven by approved content and disclosures—making it safe for highly regulated environments.