ChatBeacon AIX
4.6 on G2·US-based support
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Built for banks & credit unions

Members get answers instantly.
Your agents never start from scratch.

ChatBeacon AIX brings Cue instant responses, Recall CRM memory, and seamless human handoff to your digital branch — secure, US-based, and built for compliance.

Answer 8 in 10 member questions in under 2 seconds
Suggested replies cut agent handle time in half
SOC 2 Type II · you own your data, hosted in the US
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See ChatBeacon AIX running on your site in a 20-minute walkthrough.

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No credit card · Your data stays yours · US-based team
Full name
Jordan Avery
Work email
jordan@yourbank.com
Financial institution
Riverside CU
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Green check mark symbol indicating approval or correctness.
Cloud or on-premise - meets any compliance requirement
Cue answering live
Trusted across financial services
The reality of member support

Your members don't bank between 9 and 5.

Every unanswered question after close, every repeated tier-1 ticket, every cold transfer is a member quietly losing confidence in you. That's the gap ChatBeacon AIX closes.

After-hours questions go cold

More than half of member chats start outside branch hours. Every one that waits until morning is a frustrated member — and a missed chance to help.

Agents repeat themselves all day

Rates, hours, transfer limits, card locks — the same tier-1 questions, hundreds of times a week, burning your best people out.

Cold transfers lose the thread

When a bot finally hands off, members re-explain everything. Trust erodes a little more with each “can you repeat your account number?”

Meet Cue

One AI engine, working both sides of the conversation.

Cue is ChatBeacon AIX's AI agent-assist engine. It blends your resolved chats, knowledge base, and live visitor context to surface the answer that already works — delivered instantly to members in the chat window, and as a ready-to-send draft for your agents.

Visitor side · Chat window

Instant answers, in your member's words

ChatBeacon AI
What's my CD rate if I renew the 12-month?
Your 12-month CD is at 4.65% APY right now. If you renew before it matures on July 9, you'll keep that rate — want me to set a reminder or start the renewal?
Start renewalSet a reminder
Cue matched this from past chats · 1.4s
Operator side · Console

Suggested replies, ready before they type

DM
Dana — Member since 2019
Wire transfer · Premier checking
Handed off
I need to raise my daily wire limit before Friday's closing.
Cue · Suggested reply91% match
Happy to help, Dana. I can raise your daily wire limit to $50,000 today — it'll be active immediately. I've confirmed your identity on this secure session. Shall I apply it?
Use replyEdit first
Blended from 2 resolved chats + Recall history
The operator console

See it from your agent's seat.

This is the real ChatBeacon AIX workspace. Recall surfaces every visitor's history down the left rail; Cue drafts the agent's next reply in the center — no extra tools, no tab-switching.

app.chatbeacon.ai/operator-console
ChatBeacon AIX Operator Console showing Recall CRM visitor history and a Cue suggested reply
1
2
1
Recalled

Recall CRM — every visitor, already known

Each name in the queue arrives tagged with company, location, visit count, and past chats. Your agent knows exactly who they're talking to before the first reply.

2
Suggested reply · 91% match

Cue — the reply, drafted and scored

Cue blends resolved chats, your knowledge base, and visitor context into a ready-to-send reply with a match score. The agent uses it, or edits first, in one click.

Recall CRM

It remembers every member, every channel.

No “tell me your account number again.” Recall keeps the full history — past chats, products, open tickets, identity status — so Cue and your agents pick up exactly where the member left off.

DM
Dana M. · Member 6 yrs · Premier checking · 2 open
Last chat: wire limitsIdentity verifiedCD maturing Jul 9
Smart human handoff

Hands off the moment it matters.

Cue knows its limits. The instant a member needs judgment, money movement, or empathy, it routes to the right agent — with the full transcript, context, and a drafted reply already waiting. No cold transfers, no repeating.

1
Cue detects intent it shouldn't auto-resolve
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Routes to the right agent with full Recall context
Agent sends the suggested reply in one click
Cue now handles the flood of questions that used to pile up after we close. Members get real answers at 11 PM, and when they do reach an agent, the whole history is already there. Our handle time dropped by half in the first month.
VP
VP, Member Experience
Regional credit union · 120k members
★★★★★
The numbers

Built to pay for itself in the first quarter.

87%
of tier-1 questions resolved instantly by Cue
<2s
average first response, day or night
faster agent handle time with suggested replies
$2.4M
support cost avoided per year, mid-size CU

Representative figures from ChatBeacon AIX deployments — your results depend on volume and configuration.

Security & compliance

Held to the standard your examiners expect.

SOC 2 Type II
Independently audited controls, renewed annually.
Encrypted end-to-end
In transit and at rest, with PII redaction.
US-based & hosted
Data residency and support stay in the US.
You own your data
No training on your data. Export anytime.
Before you ask

The questions every risk officer asks.

How fast can we go live?

Days, not quarters. Point Cue at the help content and FAQs you already have and it starts answering on day one — no model training project required.

Will it connect to our systems?

Recall CRM connects through API and webhooks to the platforms you already run. We map your data and define guardrails together during onboarding.

Is our member data safe?

SOC 2 Type II, encrypted in transit and at rest, hosted in the US, with PII redaction. We never train models on your data, and you can export or delete it anytime.

What if the AI gets it wrong?

Cue is built to know its limits. For anything sensitive — money movement, disputes, judgment calls — it hands straight to a live agent with full context, never a guess.

Have a question we didn't cover? Bring it to your demo →

See Cue answer your members in a 20-minute demo.

We'll show it live on a flow your members actually use — instant answers, suggested replies, and a clean human handoff.

✓ 20 minutes, no prep✓ No commitment✓ US-based team
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ChatBeacon AIX
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