AI Agents

Reduce repetitive customer service inquiries by up to 40% with autonomous AI agents

Specialized, orchestrated multichannel AI agents that handle your business use cases from start to finish, with seamless escalation to human agents when needed.

60–80%

Automation rate

-40%

Volume handled by advisors

24/7

Availability

Zaion's AI agents for Customer Service

Qualification Officer

Understands the request and gathers background information.

Identifier

Identifies the customer and retrieves the data.

Authentication agent

Verifies identity according to business rules.

Routing agent

Forward the information to the appropriate department.

Agent FAQ

Answers frequently asked questions with sources.

Desktop publishing specialist

Please reprint and send the requested documents.

Customer Portal Connection Manager

Help with logging in and resetting.

Form agent

Guides data entry and validates fields.

Claims adjuster

Gather the information and start the case.

Case Manager

Provides a status update and outlines the next steps.

Refund Processing Agent

Explain, calculate, and trigger actions.

Your Personal Agent

Let’s work together to define your business use case.

Hear our AI agents in real-world scenarios

Your AI agent in 4 steps!

A simple framework for a quick start, followed by the phased rollout of automation

Selection of the priority design

Together, we identify 1 to 2 high-volume, high-ROI use cases (follow-up, certificates, reimbursements, etc.), while verifying their functional and IT feasibility.

Integration with your core systems

We integrate the AI Agent with your phone system / CCaaS, CRM, back-office systems, and knowledge base to enable authentication, data queries, and self-service actions.

Conversational Flow Design

Collaborative development of the scenario with your teams: wording, handling of simple and complex cases, escalation rules, collection of necessary data, resolution and transfer procedures.

Deployment Management & Measurement

Together, we’ll launch the pilot in a controlled environment, track key KPIs (automation rate, satisfaction, ROI), refine the scenarios, and then approve the rollout to production.

What happens next?

Rollout in phases and expansion

Start with one use case, measure the KPIs, make adjustments, and then gradually expand to new use cases and workflows to scale up automation.

Virtual AI Agent Builder

Our platform for creating virtual AI agents uses a low-code approach

Safeguards and oversight

Security

"We have seen an increase in customer satisfaction, as measured by the rise in our NPS and very positive feedback in customer comments. Furthermore, on the employee side, engagement surveys show an improved perception of their ability to innovate and to have the right tools at their disposal in their day-to-day work as advisors."

Case Study: "Voice AI: A Key Driver for Transforming the Customer Experience in Health and Life Insurance," May 2025

Our AI agents integrate seamlessly into your ecosystem

Security & Compliance

GDPR-compliant

ISO 27001

Hosting in France / Europe

Complete audit trail

End-to-end encryption

Configurable retention policies

Ready to automate your customer journeys?

Find out how Zaion AI Agents can be tailored to your specific use cases.