For financial services

Answer the question without answering out of turn

Terms, fees, documents and process — answered from the material your compliance team already approved, with a hard boundary on everything else and a transcript of what was said.

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AI Agent · approved sources only
Auto-answering
Today · 14:02

Approved sources

the agent answers only from what you publish to it

Full transcript

of every conversation, exportable

Role-based

access, named per team member

The starting point

Sound familiar?

If more than one of these is true today, the fix is usually process and automation — not another headcount.

Every answer has to match what compliance signed off

Agents improvise when the approved wording is hard to find

There is no clean record of what was said to whom

Customers ask outside office hours and hear nothing

The record

What was said, and who said it.

Every conversation keeps its full transcript, the internal notes beside it and the name of whoever replied — reviewable months later, and exportable when somebody asks.

Team Inbox · All channels
18 openSLA 2 due
Mine 6Unassigned 4All
Sarah Chen1m
My order hasn't arrived yet…
WhatsApp
2
David Okafor6m
Is there a team plan?
Website
Alex Rivera12m
Do you restock the black one?
Instagram
1
Jane Whitfield40m
Invoice for March, please
Email
Marco Bianchi1h
Thanks, that solved it 🙏
Messenger
Sarah Chen
WhatsApp · +65 •••• 4417
Today
Hi, my order #10428 hasn't arrived yet. It's been 9 days.
09:12
Hi Sarah — I can see #10428 shipped on the 4th and is at the local depot. Latest tracking says delivery tomorrow.
⚡ AI · 09:12
Can I get it redirected to my office instead?
09:14
Internal note · Marco — carrier allows one redirect. Sarah is a repeat buyer, let's just do it.
Reply as Chatdrill Support…

Full transcripts, exportable on request

Internal notes kept separate from what the customer sees

Role-based access, named per team member

Retention you set, with deletion on request

What changes

What you should expect to see.

No invented percentages — just the specific things that stop being a daily problem once this is running.

One approved answer, given the same way every time
A transcript for every conversation, exportable
Out-of-hours questions captured with their context
A visible line between information and advice
FAQ

Before you start.

Not today, and we say so plainly rather than implying otherwise. What we do run is TLS 1.2+ in transit, AES-256 at rest, role-based access, least-privilege staff access, encrypted backups, and export or deletion on request. The Security page lists both the controls and the certifications we have not earned yet.

Other solutions

Chatdrill for the rest of your team.

One approved answer, every time.

Start talking to customers with Chatdrill today.

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