CallVU

CallVU is known for bridging the gap between conversational AI understanding what a customer needs and completing the transaction itself. If a chatbot cannot safely carry the task through completion, the customer may be directed to a portal, form, or agent queue. CallVU incorporates disclosures, identity verification, and audit records into the workflow, helping ensure that required steps are completed along the way. 

How Much Does CallVU Cost? 

CallVU pricing starts $5000/month for the Mid Market plan and includes five Studio seats and up to 10,000 sessions. It also offers a Free plan for $0. Other plans include: 

• Enterprise: Custom pricing 

Additional costs to consider: 

• Implementation And Workflow Setup: Can cost between $10,000 and $50,000+ as a one-time cost 
• Custom Integrations: Typically ranges between $5,000 and $30,000+/integration. Costs depend on the systems being connected 
• Additional Sessions: Pricing varies and is quote-based. Organizations exceeding 10,000 monthly sessions may purchase more sessions or move to a higher-tier plan 
• Training And Onboarding: Budgets from $2,000 to $10,000+ as a one-time cost. Larger teams may require additional features

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary. 

CallVU Integrations 

CallVU connects with many systems, including: 

• Twilio software
• Trello software
• Genesys 
• Zendesk
• Stripe 
• Slack software
• HubSpot CRM software

How Does CallVU Work? 

Here’s a simple way to use CallVU to take a customer process from the initial request through completion: 

• Sign in with your CallVU credentials and open CallVU Studio to access the workflow tools 
• Determine what the customer needs, such as making a payment, filing a claim, or changing account details 
• Build the process in CallVU Studio and set up the steps needed for that type of transaction 
• Use UI Completion when the customer needs to provide information, review disclosures, submit documents, sign something, or verify their identity 
• Use Backend Completion for structured actions that can be completed through MCP without requiring a customer-facing screen 
• Add your organization’s procedures along with any applicable federal, state, or local requirements to the workflow 
• Send completed transactions to CRM, billing, policy, and other core business systems through available connectors 
• Store transcripts, documents, and timestamped audit records in the compliance vault for compliance and QA review

Who Is CallVU For? 

CallVU works well for the following core industries and services: 

• Banking and financial services 
• Insurance 
• Mortgage servicing 
• Healthcare 
• Telecommunications 
• Utilities 
• Travel and ecommerce 

CallVU Use Cases 

Based on CallVU’s abilities as a CX automation tool, we have identified the following key situations where this tool is a good fit.  

1. Guiding Customers Through Regulated Transaction Steps 

CallVU enables banks and financial institutions to manage regulated phone transactions through a connected digital workflow. Customers can complete identity checks, review required disclosures and provide consent or approval as part of the same interaction. The information collected through the process can then be transferred to connected banking systems, allowing agents to move the transaction forward without sending customers through multiple disconnected steps. 

2. Telecom Teams Managing Account And Service Changes  

Telecom requests start on one channel and finish on another. A customer might begin a service upgrade through IVR and later speak with an agent to complete it. CallVU keeps the request progress intact across those handoffs, so required authorization and checks are completed before the change is made. 

3. Utilities Managing Customer Service Processes For Different Channels 

Utility providers handle billing disputes and reconnection requests as well as outage calls across phone, web, and agent channels. CallVU keeps each request connected as it moves between channels. Identity checks and payment authorization stay part of the process. Service updates are recorded along the way. This gives agents and backend teams a clear record of what was requested and completed. 

4. Healthcare Providers Managing Patient Intake And Consent 

Healthcare providers may use chatbots to collect patient details and route requests before an appointment or service is provided. These processes can involve identity verification, patient consent, and records of completed actions. CallVU keeps these steps within the same workflow, so required information and approvals are captured before the process moves forward. 

Is CallVU Right For You? 

CallVU is relevant to organizations where customer transactions involve several systems or require specific checks. It may also be used when sensitive information is involved, and the process needs identity verification or records of completed actions. Its security coverage includes SOC 2, PCI DSS, GDPR, HIPAA, and CCPA. The software also includes audit logs, identity and consent checks, tokenization, role-based access, and change tracking for customer processes. 

For companies using AI in customer service, CallVU adds controls around actions that require more than simply responding to a customer. 

Still doubtful if CallVU is the right fit for you? Get in touch at (661) 384-7070, and we will help you make an informed decision.