Deliver trusted knowledge and context across the people, partners and AI systems that support your customer experience.
Get clear guidance at the point of need.
Access knowledge for shared workflows.
Find trusted answers through self service.
Ground AI in approved enterprise context.
Access machine- readable context for approved workflows.
Ensure humans and agents have the detail they need for their role and task, across the transaction lifecycle. Apply access rules and deliver the right context to the right audience across employee, partner, customer and AI-powered experiences.
Combines vectorized database retrieval (RAG) with the Model Context Protocol (MCP) to give content machine-readable context.
Provide real-time enterprise context to customer AI agents interacting through OvationCXM’s Agentic Transaction Control Layer.
Serve up precise answers instantly via GenAI, eliminating manual searching and cutting onboarding time.
Preview branding and custom-code changes before publishing, with full revision tracking.
Accelerate article creation and automatically reformat content to align with built-in brand voice controls and strict safety guardrails.
Deliver customer and employee knowledge experiences designed to support WCAG 2.1 AA accessibility requirements.
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Learn more about how we help banks and commerce organizations validate, govern and document their customer's AI agents.
Traditional generative AI chatbots assist users. They are pattern matchers designed to talk, summarize data and answer questions based on static information. An AI Agent is an operator. It can reason, plan and autonomously execute multi-step tasks - like opening a business account or resolving a payment dispute - directly within an organization’s infrastructure.
Agentic banking and commerce is a new model/channel in which software or AI agents, using an API-first interface, initiate financial activity on a customer's behalf. In this world, a customer's agent handles tasks like accessing account balances and initiating transactions.
AI agents are operators, not compliance officers. Without a control layer, receiving organizations face significant risks. That can include unauthorized agents or transactions, and a lack of audit trails to verify activity. A control layer ensures agents only access the information needed for their permissions and a forensic audit trail is created.
The Agentic Transaction Control Layer (ATCL) is a governed orchestration framework that acts as the connective tissue between probabilistic AI reasoning and deterministic banking and commerce systems. Serving as a secure proxy and firewall, the ATCL enables companies to receive and interact with autonomous agents safely and compliantly. It uses machine-readable maps and secure guardrails to authenticate, authorize and audit every transaction within regulated environments. OvationCXM’s ATCL provides the deterministic guardrails in the form of no-code journeys that tell the AI agent exactly what it is permitted to do.