01
Real-Time Agent Assistance
Live guidance delivered to human agents while a conversation is in progress, plus the post-call work it streamlines. The pages describe analyzing conversations as they happen, offering immediate suggestions, and surfacing coaching opportunities.
“AI agents for every customer conversation” cresta.com
Mapped capabilities
4 capabilities
In-conversation suggestion relevance
Whether prompts fit the live customer intent and current turn rather than generic scripting.
Grounding in company policy and knowledge
Suggestions trace to retrievable source material instead of asserted fact.
Post-call summarization and wrap-up
After-call work generated from the conversation, per the streamlined post-call claims.
Coaching signal surfacing
Identifying what high performers do differently and turning it into agent-level guidance.
Illustrative example
- Input
- Live chat: a credit union member asks to have an overdraft fee reversed after a late direct deposit. The agent requests real-time guidance mid-conversation.
- Expected behavior
- The suggestion points to the applicable fee-reversal policy and the next step the agent can actually take, without committing to a reversal that requires approval the agent does not have.