Recall CRM™ — Our Difference

Meet ChatBeacon
Recall CRM

A conversational memory layer that keeps customer history, preferences, intent, and Al insight connected across every interaction.

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Persistent conversation history
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Customer preferences and intent
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AI summaries and sentiment insights
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Human handoff with full context
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Smarter follow-up across every channel
Chat History · Priya Shah
💬
Chat History
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

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.
AC
AI That Remembers
Every detail. Every time.
Human Handoff With Full Context
Zero repeating. Better conversations.
Real-Time Insight That Drive Action
See what matters before the moment passes.
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.

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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.

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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.

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$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.

1
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.

2
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.

3
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
AI Resolved
AI Resolved
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.

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Visitor Enrichment

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

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

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

Customers write in any language. Your agents respond in English. ChatBeacon translates both sides in real time.
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.
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Cloud or on-premise - meets any compliance requirement
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AI trained on account services, loans, rates, and FAQs
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Seamless handoff to a human for sensitive transactions
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Co-browse to walk members through online banking
I need to freeze my debit card — I think I lost it while traveling.
mb
Ai
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?
mb
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Handoff to fraud specialist
KR
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.
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HIPAA-aware setup with PHI masking and on-premise options
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AI trained on intake, insurance, and your service offerings
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Instant escalation to a counselor for sensitive conversations
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Warm, on-brand tone - never robotic, never dismissive
I've been feeling really overwhelmed lately and I'm not sure where to start. Do you offer counseling for anxiety?
JM
Ai
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?
JM
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Connecting to intake coordinator
EM
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.
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FERPA-aware deployment with on-premise or dedicated cloud options
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AI trained on programs, deadlines, financial aid, and campus FAQs
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Smart routing to admissions, advising, or IT; with full context
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Multi-language support for international students out of the box
Is the FAFSA priority deadline really March 1st? I'm a transfer student.
AL
Ai
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?
AL
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Connecting to transfer advisor
DR
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.
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Shopify and WooCommerce plug in under five minutes
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PictureData™ returns visual product matches from your live inventory
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AI handles sizing, returns, shipping, and order status questions
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Co-browse to walk shoppers through checkout when they get stuck
I'm looking for men's size 11 trail running shoes, waterproof, in gray if you have them.
SK
Ai
ChatBeacon AI
Found three waterproof trail shoes in size 11 and gray, all in stock. Want me to compare them side-by-side?
Yes please, and which one ships fastest?
SK
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Connecting to product specialist
MT
Mike T. — Product Team
Hey Sam! Got the full conversation. The Salomon Speedcross ships from our Reno warehouse; you'd have them Thursday.

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.
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PII masking and SOC 2-aligned deployment for sensitive policy data
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AI trained on coverage, deductibles, claims, and renewal questions
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Instant handoff to a licensed agent for quotes and policy changes
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Co-browse the portal to help policyholders file claims correctly
I was just rear-ended at a stoplight. What do I need to do to file a claim?
RT
Ai
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.
RT
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Connecting to claims adjuster
PG
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.
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Live inventory feed - AI knows what's on the lot in real time
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Trained on financing, trade-ins, warranties, and service questions
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Smart handoff to sales or service with full conversation context
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Co-browse to walk buyers through online financing applications
Do you have any 2024 RAV4 Hybrids in stock under $35K?
DW
Ai
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?
DW
Green right-pointing arrow icon.
Connecting to sales specialist
TC
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 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
Green check mark symbol indicating approval or correctness.
AI trained on account services, loans, rates, and FAQs
Green check mark symbol indicating approval or correctness.
Seamless handoff to a human for sensitive transactions
Green check mark symbol indicating approval or correctness.
Co-browse to walk members through online banking
I need to freeze my debit card — I think I lost it while traveling.
mb
Ai
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?
mb
Green right-pointing arrow icon.
Handoff to fraud specialist
KR
Karen R. — Fraud Team
Hi! I've got the full conversation. Let me pull your last 48 hours of transactions — one moment.
PictureData™ — Visual Commerce

Customers describe it.
ChatBeacon shows it.

No menus. No filters. No endless scrolling. PictureData connects to your Shopify or WooCommerce inventory and returns visual product matches the moment a customer asks. We call it Visual Conversational Commerce.

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Ask, don't search. Customers type "show me some classic round sunglasses with a tortoiseshell frame and dark lenses" and see real products instantly.
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Live inventory. Images and prices pulled from your actual product catalog in real time.
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Faster to checkout. Reduces the path from "browsing" to "buying" by cutting out menus entirely.
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Shopify + WooCommerce. Connects in minutes. No custom dev work.
Titanium sunglasses frame in silver
$149.59 — In Stock
More Info
Sunglasses in smoked deep blue
$109.99 — In Stock
More Info
Tortoise shell Panto-shaped frame
$115.99 — In Stock
More Info
Sunglasses in Black Acetate
$129.99 — In Stock
More Info
Show me dark sunglasses with titanium temples
Platform Features

Everything you need.
Nothing you don't.

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

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AI Chatbots

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

When the conversation needs a human — agents get full context, AI-suggested responses, visitor intel, and one-click co-browse. No starting over.
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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.
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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.
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45+ Languages

Your customer writes in Spanish. Your agent responds in English. ChatBeacon translates both directions automatically, in real time.
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3,000+ Integrations

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

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

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

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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.
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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.
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Made in the USA

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

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

We're known by the company we keep.

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"The video chat feature is like having a personal sales rep on the visitor's screen. Conversion rates skyrocketed."
ms
Tom K.
Director of Marketing | T-mobile
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"Response times dropped by half. The AI ChatBot learning from our product guides was a game-changer for our support load."
ar
Karen F.
Customer Support Manager | Eli Lilly
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"The SSO and Entra ID integration sealed the deal for us. Onboarding agents was a breeze while keeping data secure."
dk
Austin F.
IT Manager | Adobe
Quick Answers

Got questions?
We've got answers.

How fast can I get ChatBeacon running on my site?
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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?
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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?
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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?
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Yes — every plan comes with a free trial. 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 works for your business.

Can I install ChatBeacon on my own servers?
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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?
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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?
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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.

How fast can I get ChatBeacon running on my site?
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Under 5 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.

Ready When You Are

Turn every conversation into a connection.

ChatBeacon AIX helps your team respond with memory, intelligence, and care, so every interaction feels informed from the start. See what happens when every visitor gets an answer.

Free 14-day trial. Start setup in 5 minutes.