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CallSteer for
Customer Service

Real-time fraud detection, identity verification enforcement, and de-escalation coaching. Stop social engineering on the call — not after.

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$25.4B lost to phone scams in 2023 — CallSteer fights back

Your agent only sees the nudge card. We're showing the full call so you can see the magic.

The Problem

Your Agents Are Your Biggest Vulnerability

Social engineers don't hack systems. They hack people. One skipped verification step, one rushed agent, one convincing caller — and your customer's identity is compromised.

Identity Theft via Phone

Fraudsters call posing as customers, pressure agents to skip verification, and walk away with account access. It happens thousands of times a day across the industry.

Escalation Spirals

Angry callers push agents into defensive mode. Without real-time coaching, small frustrations become formal complaints, social media posts, and lost customers.

What It Does

Protection on Every Call

CallSteer transcribes the conversation and coaches your agents in real time — catching threats and guiding responses before damage is done. No audio is ever recorded.

Security

Social Engineering Detection

Identifies manipulation patterns in real time — urgency pressure, authority claims, emotional tactics. Confidence-gated to prevent false alarms.

Compliance

Verification & Audit Trail

Ensures agents complete all identity verification steps before account changes. Every interaction logged for compliance reviews and QA.

Coaching

De-escalation & Workflow

Heated caller? Real-time de-escalation scripts. Complex request? Step-by-step workflow guidance from your uploaded knowledge base — refunds, exchanges, account changes, billing disputes.

The Flow

What Happens on Every Call

Call Heard

Threat or Need Detected

Agent Coached

Issue Resolved

Fraud attempt? Agent alerted. Angry caller? De-escalation script. Complex request? Step-by-step guidance.

Your DNA

50+ Data Points. Built for Protection.

One 2–3 hour session captures your verification protocols, fraud red flags, escalation rules, and service policies. Upload your knowledge base — FAQs, compliance docs — via file or URL.

See how DNA works →

The Multiplier

Your Best Agent's Instincts. On Every Screen.

Capture your most experienced agents' fraud detection patterns, de-escalation tactics, and policy citations. Deploy to the whole team instantly — and the system compounds over time.

See how playbooks work →

Compliance

Every Call. Every Step. Every Time.

CallSteer ensures agents follow verification and compliance protocols in real time — not after the call, when it’s too late.

Real-Time Compliance Guardrails

Identity Verification

Prompts agents to complete all ID verification steps before any account changes. Blocks processing until requirements are met.

Social Engineering Detection

Detects emotional urgency, third-party requests, and high-value transfers in real time. Flags fraud tells before the agent processes anything.

Transaction Threshold Enforcement

Automatically applies dual-auth, supervisor approval, and documentation requirements based on dollar amount and transaction type.

Regulatory Guardrails (HIPAA, PCI, State)

Industry-specific compliance rules loaded from your DNA. Prevents agents from sharing protected info or skipping required disclosures.

Full Audit Trail

Every nudge, every decision, every compliance check — logged and searchable. QA teams get a complete record without reviewing every call.

All compliance rules are configured in your DNA — no code changes needed. Update policies in the dashboard and they’re live on the next call.

Industries

Built for Every Service Team

Fraud patterns, compliance requirements, and de-escalation tactics customized to your industry — out of the box.

Banking & Finance

Insurance

Telecom

Healthcare

E-commerce

Utilities

SaaS

+ Your Industry

The Impact

What One Saved Customer Is Worth

angry customer de-escalated before they cancel or post a review

social engineering attempt caught before account access is given

Your CLV

= revenue saved, reputation protected, compliance risk eliminated

Customer retention is cheaper than acquisition. One prevented cancellation pays for CallSteer across your entire team.

CallSteer for Customer Service

Your Agents Are Your Biggest Vulnerability

Identity Theft via Phone

Escalation Spirals

Protection on Every Call

Social Engineering Detection

Verification & Audit Trail

De-escalation & Workflow

What Happens on Every Call

50+ Data Points. Built for Protection.

Your Best Agent's Instincts. On Every Screen.

Every Call. Every Step. Every Time.

Real-Time Compliance Guardrails

Built for Every Service Team

What One Saved Customer Is Worth

Protect Your Customers. Empower Your Agents.

CallSteer for
Customer Service