How is ChatBeacon AIX different from Intercom or Tidio?

Three big differences: pricing, deployment, and visual tools. ChatBeacon AIX is priced per seat with unlimited AI resolutions, with no per-resolution fees like Intercom and no conversation quotas like Tidio. We offer on-premise deployment, which they do not. And we include native co-browse, video chat, and PictureData visual shopping that neither competitor offers.

What is ChatBeacon RecallCRM?

ChatBeacon RecallCRM is our Conversation Relationship Memory layer. It keeps customer history, preferences, intent, and AI insight connected across every interaction and every channel, so both your AI and your live agents always have the full context. Customers never have to repeat themselves.

AI and Live Chat Software | ChatBeacon AIX

Q: What does the AI chatbot train on?

Everything you give it: your website pages, uploaded documents, PDFs, FAQ articles, and knowledge base content. ChatBeacon AIX scans your content, learns your brand voice, and delivers answers that sound like you wrote them. No generic canned responses.

Q: Is there a free trial?

Yes. Every plan comes with a free 14-day trial and no credit card required. You get full access to all features including AI chatbot, live agent chat, co-browse, and visitor intelligence so you can see exactly how ChatBeacon AIX works for your business.

Q: Can I install ChatBeacon AIX on my own servers?

Absolutely. ChatBeacon AIX offers fully managed cloud, dedicated cloud, and on-premise installation using your own MS SQL database. This is critical for banks, credit unions, healthcare organizations, and government agencies that need full data sovereignty.

Q: What is PictureData?

PictureData is ChatBeacon AIX's visual conversational commerce technology. It allows the AI chatbot to understand your product catalog, retrieve live product data, and display relevant product images directly inside the conversation so customers can visually explore products, ask questions naturally, and find what they need faster.

Why ChatBeacon AIX

Most chat tools forget the customer the second they close the tab. ChatBeacon remembers.

Three products work as one: a memory layer that knows every member, an assistant that drafts your agents' best reply, and an escalation engine that hands off without losing a word. The result — faster answers, fewer dropped threads, and members who feel known.

01Recall CRM

New

A memory layer for every member.

Recall keeps customer history, preferences, intent, and AI insight connected across every interaction — chat, SMS, social, and co-browse. Your team opens a conversation already knowing who they're talking to, so members never start from scratch.

One profile, every channel — history follows the member, not the tab

Escalations & co-browse recordings auto-logged — permanent on the record

Stored in your private vector space — never used to train public models

Explore Recall CRM

Chat History · Priya Shah

💬

Chat History Recall

3 sessions⌃

Today · 2:14 PMbanking core website is down — urgent

botescalated

Mar 14 · 10:02 AMWebhook 502 troubleshooting

botagentescalated

AI Assistant

Hi Priya — looks like you're back. How can I help?

10:02 AM

My outbound webhooks are returning 502 from your edge.

10:03 AM

AI Assistant

Got it. I'm seeing a spike in 502s on your /events endpoint over the last 30 min. Looping in an engineer.

10:04 AM

Agent · Maya R.

Hi Priya, Maya here from Tier 2. We've identified a regional gateway issue — failover is rolling out now. ETA 15 min.

10:09 AM

Feb 02 · 4:41 PMInitial demo & onboarding questions

bot

Cue · Operator Assist

Incoming · live chat

Hi, I'm looking to refinance my auto loan and lower my monthly payment.

Absolutely — you can complete most of it online. Pre-qualification takes a few minutes, you can securely upload documents in the portal, and most members get a decision without visiting a branch.

Sent · Cue learned from this send

Replay draft

Suggested reply · blended from 4 resolved chats

Absolutely — you can complete most of it online. Pre-qualification takes a few minutes, you can securely upload documents in the portal, and most members get a decision without visiting a branch.

Send in a tap Edit

02Cue

New

Your agents' instant recall.

Cue reads every inbound message, pulls from your resolved chats, your knowledge base, and what you already know about the visitor — then drafts a reply your agent can send in a tap. It learns from every send, so it starts to sound like your team.

3× faster replies — drafted from your team's best work

Learns continuously — clean sends boosted, edits downranked

The human still hits send — accuracy and tone you control

Explore Cue

03AI ESCALATION

New

The handoff that carries everything.

The best support isn't human or machine — it's both. Aria handles what it can, then hands off to a live agent the moment it's needed, and the entire conversation comes with it. Sensitive and production-impacting issues are auto-flagged and prioritized, so the right person reaches out fast.

Zero re-explaining — full transcript and context travel with the handoff

Sensitive & urgent issues auto-flagged and routed to the right team

Escalate to one-on-one video — nothing to install

Explore AI Escalation

⚡ AI flag

"Churn risk — customer threatening to leave over duplicate charge. Needs immediate billing team response today."

🔴

Unresolved

Billing

22 min ago

Bot Could Not Resolve — Billing Dispute

Customer was charged $138 twice and the bot couldn't process a refund. Frustrated, threatening to switch providers.

👤 David Park

🏢 Meridian Software

📍 Seattle, WA

✉️ dpark@meridian.dev

VIS

"I was charged $138 twice. I need one of these reversed immediately."

BOT

"I'm sorry about the duplicate charge! Billing issues like this need our billing team. Let me flag this for immediate review."

VIS

"I need someone to email me TODAY or I'm switching providers."

💬 Open Chat & Respond Assign

One Platform, Fully Loaded

Everything else your team needs, we have it.

One platform. AI chatbots, live agent chat, co-browsing, screen share, video chat, multi-language support, and 3,000+ integrations through Zapier.

Blue speech bubble with three horizontal dots representing a chat or message.

Aria AI Chatbots

Trained on your content. Sounds like your brand. Resolves up to 70% of incoming questions without a human. Learns more every day.

Visual Conversational Commerce

PictureData™ Visual Conversational Commerce transforms online shopping by letting customers describe what they’re looking for in plain language and instantly see matching products, images, pricing, and availability through an AI-powered conversation.

Simple outline icon of a flat-screen television on a stand.

Co-Browse & Screen Share

See what your customer sees. Guide them through forms, fix errors, walk them through checkout — no downloads, no plugins. Just click.

Pink video camera icon on white background.

Video Chat

Face-to-face conversations right from the chat window. Build trust, close deals, and deliver personal service that your competitors can't match.

Orange globe icon representing the Earth with latitude and longitude lines.

45+ Languages

Your customer writes in Spanish. Your agent responds in English. ChatBeacon translates both directions automatically, in real time.

Blue shield icon with a checkmark symbol inside.

3,000+ Integrations

Connect to Salesforce, HubSpot, Slack, Teams, Zendesk, Shopify, and thousands more through Zapier. Or use our API for custom workflows.

‍How ChatBeacon Works

The agent dashboard your team actually wants to use.

Real-time visitor cards, AI-suggested responses, co-browse with one click, light and dark mode — everything in one clean workspace.

ChatBeacon AI interface showing visitor list, session replay, event timeline, and suggested AI chatbot reply.

Blue icon of three people representing a team or group.

Visitor Enrichment

See who's on your site, what they've viewed, and how to help them — before they even ask
‍

Co-Browse

See their screen, guide their cursor. Walk customers through forms, checkouts, and complex pages live.

Green pencil icon tilted diagonally, representing writing or editing.

AI Suggested Replies

The AI drafts responses from your knowledge base. Agents review, edit, send — 3x faster than typing.

Orange clock with an alert symbol on a transparent background.

Live Translation

Customers write in any language. Your agents respond in English. ChatBeacon translates both sides in real time.

Woman and man in business attire smiling and talking at a desk with laptop and documents.

AI handles the context.
Your team brings the care.

When a human steps in, they see the full story instantly, so customers never have to repeat themselves.

Human Handoff Ready

Full Context

Customer:Jessica M.
Intent:Book Appointment
Sentiment:Positive
Last Question:Insurance coverage

Recommended Next Step

Offer Thursday at 2 PM or Friday at 10 AM.

AI That Remembers

Every detail. Every time.

Human Handoff With Full Context

Zero repeating. Better conversations.

Real-Time Insights That Drive Action

See what matters before the moment passes.

Built for Your Industry

Not a generic chatbot.
An intelligence layer built for you.

ChatBeacon ships with industry-specific AI training. Pick your vertical and go live with answers that actually make sense for your customers.

Banking & Credit Unions trust ChatBeacon with their members.

Financial institutions need compliance-ready chat that protects sensitive data while delivering instant member service. ChatBeacon gives you cloud or on-premise deployment, encrypted conversations, and AI trained on banking terminology.

Green check mark symbol indicating approval or correctness.

Cloud or on-premise - meets any compliance requirement

AI trained on account services, loans, rates, and FAQs

Seamless handoff to a human for sensitive transactions

Co-browse to walk members through online banking

Learn More

I need to freeze my debit card — I think I lost it while traveling.

ChatBeacon AI

I've frozen your card ending in 4821 immediately. A replacement will arrive at your address on file in 3-5 business days. Anything else?

Can I also check if a charge from yesterday was legitimate?

Handoff to fraud specialist

Karen R. — Fraud Team

Hi! I've got the full conversation. Let me pull your last 48 hours of transactions. One moment.

Mental health teams use ChatBeacon for compassionate, private conversations.

Counseling centers, therapy practices, and crisis lines need chat that feels human, protects PHI, and routes high-risk cases instantly. ChatBeacon is built for that.

HIPAA-aware setup with PHI masking and on-premise options

AI trained on intake, insurance, and your service offerings

Instant escalation to a counselor for sensitive conversations

Warm, on-brand tone - never robotic, never dismissive

Learn More

I've been feeling really overwhelmed lately and I'm not sure where to start. Do you offer counseling for anxiety?

ChatBeacon AI

Yes, we have therapists who specialize in anxiety, with virtual or in-person openings this week. Want me to check times?

Virtual would be easier. Does my BlueCross plan cover sessions?

Connecting to intake coordinator

Emily M. — Intake Team

Hi Jordan! I've got your conversation. I can verify your BlueCross benefits and book a virtual session. What day works best?

Universities answer student questions 24/7 with ChatBeacon.

Admissions, financial aid, advising, IT - students need answers at midnight, not at 9 AM. ChatBeacon AI handles the volume so your staff focuses on the conversations that matter.

FERPA-aware deployment with on-premise or dedicated cloud options

AI trained on programs, deadlines, financial aid, and campus FAQs

Smart routing to admissions, advising, or IT; with full context

Multi-language support for international students out of the box

Learn More

Is the FAFSA priority deadline really March 1st? I'm a transfer student.

ChatBeacon AI

Priority is March 1st, but transfers have until June 30th to file. Want me to pull up your transfer checklist?

Yes, and can someone walk me through which credits will transfer?

Connecting to transfer advisor

Diana R. — Transfer Advising

Hi Alex! I have your conversation and your unofficial transcript. Let me share my screen and walk you through it now.

Online stores convert more shoppers with ChatBeacon + PictureData™.

Shoppers don't want to dig through filters - they want to describe what they need and see real products. ChatBeacon turns conversations into checkouts with visual commerce built in.

Shopify and WooCommerce plug in under five minutes

PictureData™ returns visual product matches from your live inventory

AI handles sizing, returns, shipping, and order status questions

Co-browse to walk shoppers through checkout when they get stuck

See PictureData in Action

Picture Data Ai Assistant provided descriptions

Insurance carriers and agencies trust ChatBeacon with policyholder questions.

Quotes, claims, ID cards, policy changes - the inbound never stops. ChatBeacon AI handles the routine so your licensed agents can close the complex cases.

PII masking and SOC 2-aligned deployment for sensitive policy data

AI trained on coverage, deductibles, claims, and renewal questions

Instant handoff to a licensed agent for quotes and policy changes

Co-browse the portal to help policyholders file claims correctly

Learn More

I was just rear-ended at a stoplight. What do I need to do to file a claim?

ChatBeacon AI

I'm sorry that happened, let's get this started. Are you and any passengers okay? I can begin the claim and connect you to an adjuster.

Everyone's fine, just shaken up. Yes, please connect me.

Connecting to claims adjuster

Paul G. — Claims Adjuster

Hi Robert. I've got the full conversation. Let me start your FNOL; can you confirm the intersection where it happened?

Dealerships move more inventory with ChatBeacon on the lot and online.

Buyers research at 11 PM and want answers about inventory, financing, and trade-ins right then. ChatBeacon AI keeps them engaged until your sales team takes over the next morning.

Live inventory feed - AI knows what's on the lot in real time

Trained on financing, trade-ins, warranties, and service questions

Smart handoff to sales or service with full conversation context

Co-browse to walk buyers through online financing applications

Learn More

Do you have any 2024 RAV4 Hybrids in stock under $35K?

ChatBeacon AI

Two on the lot right now; an XLE in Magnetic Gray at $33,890 and an LE in Silver at $31,500. Want photos?

Photos on the XLE please. And what would my trade-in be on a 2018 Civic?

Connecting to sales specialist

Tony C. — Sales Team

Hey Dave! Got the conversation. I'll send the XLE photos and pull a real trade-in number on your Civic. What's the mileage?

Banking & Credit Unions Mental Health Education E-commerce Insurance Car Dealerships

Banking & Credit Unions trust ChatBeacon with their members.

Cloud or on-premise — meets any compliance requirement

AI trained on account services, loans, rates, and FAQs

Seamless handoff to a human for sensitive transactions

Co-browse to walk members through online banking

I need to freeze my debit card — I think I lost it while traveling.

ChatBeacon AI

I've frozen your card ending in 4821 immediately. A replacement will arrive at your address on file in 3–5 business days. Anything else?

Can I also check if a charge from yesterday was legitimate?

Handoff to fraud specialist

Karen R. — Fraud Team

Hi! I've got the full conversation. Let me pull your last 48 hours of transactions — one moment.

The cost of silence

Your visitors aren't waiting.
They're leaving.

Every day, potential customers land on your site with questions. If they cannot find answers quickly, they move on. ChatBeacon helps you respond in the moment, remember the details, and keep the conversation moving.

Red circle with a red cross inside symbolizing an error or cancellation.

53%

abandon a purchase

if they can't get a quick answer. Over half your potential revenue walks out the door in silence — no complaint, no trace, just gone.

42 sec

is all you've got

That's the average patience threshold. After that, visitors bounce — to a competitor who answered faster. Speed wins deals.

Stylized icon of three people representing a team or group.

$1.6T

lost per year to poor CX

Businesses hemorrhage revenue from slow, disconnected customer experiences. The fix isn't more staff — it's smarter infrastructure.

‍How ChatBeacon Works

Three steps to never miss another conversation.

From setup to first resolved chat in under five minutes. No developers needed. No training courses.

We scan your world

Point ChatBeacon at your website, upload your docs, paste your FAQ. Our AI reads everything and learns your brand voice, policies, products, and tone in minutes — not weeks.

AI handles the front line

Your chatbot goes live — answering questions accurately, booking appointments, recommending products, and qualifying leads 24/7. It sounds like you because it learned from you.

Humans step in when it matters

Complex questions, sensitive conversations, high-value deals — the AI hands off seamlessly to a live agent with the full conversation history. No "please repeat your issue." Ever.

70%

of questions resolved without a human touching them

AI Resolved

The ChatBeacon Advantage

What you won't get from Glia,
Tidio, or LiveChat.

They're great tools. But they don't do all of this.

Cloud or On‑Premise

The only platform that lets you deploy in our cloud, a dedicated environment, or fully on-premise behind your firewall. Your data, your rules.

20+ Years. Zero Hype.

Powering customer conversations since 2005. We're not a startup burning VC cash — we're a profitable, stable company that'll be here tomorrow.

Simple green shield icon with a pointed bottom and curved top edges.

Made in the USA

Built, hosted, and supported by a team based in Tulsa, Oklahoma. American engineering. American data centers. American support hours.

Icon of a stacked layers symbol representing layers or data stacking.

Flat, Predictable Pricing

No per-resolution fees. No surprise overages. One price, all features. Know exactly what you'll pay before you sign up.

Head to head

The things regulated teams actually need.

Capability

LiveChat

Tidio

Glia

Cloud or on-premise deployment

You own your data — private vector space

Limited

Recall memory layer across channels

Partial

Co-browse + 1:1 video, no downloads

Banking-grade compliance & field masking

Built for financial services

Say yes to AI without compromising compliance.

Cloud or on-premise

One of the few platforms offering both, on Microsoft Azure. With on-premise, the data is yours.

You own your data

Encrypted in your private vector space — never shared or used to train public models.

SOC-aligned controls

SSAE-16 SOC 1/2/3 and ISO/IEC 27001 aligned, with audit-ready records.

SSO & role-based access

Single sign-on with Entra ID and granular RBAC keep the right people in the right conversations.

Automatic field masking

SSNs, card numbers, and PINs masked automatically in chat and co-browse.

Live in 5 minutes

Free 14-day trial, setup in minutes, and a team that's done this since 2005.

What Our Customers Say

We're known by the company we keep.

"The video chat feature is like having a personal sales rep on the visitor's screen. Conversion rates skyrocketed."

Mark S.

Director of Marketing

"Response times dropped by half. The AI chatbot learning from our product guides was a game-changer for our support load."

Ava R.

Customer Support Manager

"The SSO and Entra ID integration sealed the deal for us. Onboarding agents was a breeze while keeping data secure."

Daniel K.

IT Manager

Quick Answers

Got questions?
‍We've got answers.

How fast can I get ChatBeacon running on my site?

Set up in minutes. Paste our code snippet on your website, and your AI chatbot starts learning from your content immediately. Our concierge team can also walk you through setup and optimize your configuration at no extra charge.

What does the AI chatbot train on?

Everything you give it — your website pages, uploaded documents, PDFs, FAQ articles, and knowledge base content. ChatBeacon's AI scans your content, learns your brand voice, and delivers answers that sound like you wrote them. No generic canned responses.

What happens when the AI can't answer a question?

Seamless handoff. The conversation transfers to a live agent with the full chat history, visitor details, and AI summary — so the customer never has to repeat themselves. The agent picks up exactly where the AI left off.

Is there a free trial?

Yes — every plan comes with a free trial. You get full access to all features including AI chatbot, live agent chat, co-browse, and visitor intelligence so you can see exactly how ChatBeacon works for your business.

Can I install ChatBeacon on my own servers?

Absolutely. ChatBeacon offers fully managed cloud, dedicated cloud, and on-premise installation using your own MS SQL database. This is critical for banks, credit unions, healthcare organizations, and government agencies that need full data sovereignty.

How is ChatBeacon different from Intercom or Tidio?

Three big differences: pricing, deployment, and visual tools. ChatBeacon charges per seat with unlimited AI resolutions — no $0.99/resolution fees like Intercom, no conversation quotas like Tidio. We offer on-premise deployment (they don't). And we include native co-browse, video chat, and PictureData visual shopping that neither competitor offers.

What is PictureData?

PictureData is ChatBeacon’s visual conversational commerce technology. It allows the AI chatbot to understand your product catalog, retrieve live product data, and display relevant product images directly inside the conversation so customers can visually explore products, ask questions naturally, and find what they need faster.

See it on your own site

See what happens when every visitor gets an answer.

Book a 30-minute demo on a copy of your own site — or start a free 14-day trial and be live in five minutes.

Request a Live Demo

Start a 14 Day Free Trial

Built in the USA · Cloud or on-premise

Credit Unions

Banking

Mental Health

E-commerce

RV Industry

About Us

Articles

FAQ

Press Releases

Security Assurance

What's New

AI Live Chat Software That Answers Instantly...‍Then Hands Off to Your Team.

Trusted by organizations that value smarter customer conversations.

Most chat tools forget the customer the second they close the tab. ChatBeacon remembers.

A memory layer for every member.

Your agents' instant recall.

The handoff that carries everything.

Everything else your team needs, we have it.

Aria AI Chatbots

Visual Conversational Commerce

Co-Browse & Screen Share

Video Chat

45+ Languages

3,000+ Integrations

The agent dashboard your team actually wants to use.

Visitor Enrichment

Co-Browse

AI Suggested Replies

Live Translation

AI handles the context.Your team brings the care.

Not a generic chatbot.An intelligence layer built for you.

Banking & Credit Unions trust ChatBeacon with their members.

Mental health teams use ChatBeacon for compassionate, private conversations.

Universities answer student questions 24/7 with ChatBeacon.

Online stores convert more shoppers with ChatBeacon + PictureData™.

Insurance carriers and agencies trust ChatBeacon with policyholder questions.

Dealerships move more inventory with ChatBeacon on the lot and online.

Banking & Credit Unions trust ChatBeacon with their members.

Your visitors aren't waiting.They're leaving.

Three steps to never miss another conversation.

What you won't get from Glia, Tidio, or LiveChat.

Cloud or On‑Premise

20+ Years. Zero Hype.

Made in the USA

Flat, Predictable Pricing

The things regulated teams actually need.

Say yes to AI without compromising compliance.

Cloud or on-premise

You own your data

SOC-aligned controls

SSO & role-based access

Automatic field masking

Live in 5 minutes

We're known by the company we keep.

Got questions?‍We've got answers.

See what happens when every visitor gets an answer.

AI Live Chat Software That Answers Instantly...
‍Then Hands Off to Your Team.

AI handles the context.
Your team brings the care.

Not a generic chatbot.
An intelligence layer built for you.

Your visitors aren't waiting.
They're leaving.

What you won't get from Glia,
Tidio, or LiveChat.

Got questions?
‍We've got answers.