Consilium UniVCX™ Overview

UniVCX™ is an AI-powered enterprise digital engagement platform that combines AI-guided co-browsing, secure video engagement, live e-signature, and real-time collaboration into a single compliant session — turning complex interactions into measurable business outcomes.

 

Some customer interactions simply can’t be resolved with voice or chat alone. Onboarding a new banking customer, verifying identity for a regulated service, guiding someone through a complex insurance claim, or closing a financial agreement — these are high-stakes moments where the experience directly determines whether a customer converts, stays, or leaves.

 

UniVCX™ gives agents the tools to be truly present in those moments — seeing exactly what the customer sees, guiding them visually through any web journey, verifying identity face-to-face via secure video, and closing agreements with live e-signature — all within one encrypted, compliant session, without the customer ever switching apps or channels.

See What They See

Agents co-browse the customer's exact screen in real time — no confusion, no misdirection, no repeat calls.

Face-to-Face, Fully Secure

Encrypted WebRTC video for identity verification, consultations, and complex issue resolution — from any device.

Close It in the Session

Live e-signature and document execution mean agreements close at the point of commitment — no follow-up, no drop-off.

Built for Banking & Financial Services, Healthcare, Insurance, and complex contact center environments — wherever high-stakes interactions demand more than a phone call.

Key Capabilities of UniVCX

 

  • Agent sees the customer’s exact browser view in real time — guides them through any web journey, form, or onboarding flow without describing what to click
  • AI assistance surfaces contextual guidance for agents during co-browse sessions — the right prompt, at the right moment, based on where the customer is
  • PII fields and sensitive data automatically masked before the agent’s view and session recording — no configuration needed, privacy enforced by design

 

  • End-to-end encrypted WebRTC video delivered within the agent’s existing interface — no third-party app, no plugin, no customer download required
  • Seamlessly escalated from any voice or chat interaction in one click — customer stays in the same channel, context carries forward
  • Consent-driven session recording built in with full audit trail — every video session captured for compliance review and quality assurance

 

  • Real-time identity verification via live video and document scanning — completed within the session, no separate verification flow or third-party redirect
  • Designed for banking, insurance, and healthcare environments where onboarding, account activation, or service access requires verified identity
  • Supports KYC, AML, and regulatory identity verification requirements — reduces fraud risk while accelerating time to revenue

 

  • Secure document sharing and live e-signature delivered within the same co-browse or video session — no follow-up email, no abandoned agreement
  • Consent capture and compliance documentation built into the signing flow — every signature complete and audit-ready from the moment it’s made
  • Revenue realised faster — commitment captured at the moment of intent, before interest cools or the customer navigates away

 

  • Automatic PII detection and masking applied before agent view and session recording — agents never see data they shouldn’t, even during co-browse
  • Masking rules fully configurable by organisation, industry, and data type — adapts to the specific compliance requirements of each regulated environment
  • Built for GDPR, PCI DSS, and HIPAA — compliance enforced by design across every session, not managed by policy after the fact

 

  • Consent-driven recording captures every session — giving compliance teams a complete, auditable record of agent actions, customer journey, and documents executed
  • Post-interaction analytics surface drop-off points, resolution rates, and agent performance patterns across all session types
  • Session intelligence feeds agent training and journey optimisation — every session makes the next one better

AI Co-Browsing

• Agent sees the customer's exact browser view in real time — guides them through any web journey, form, or onboarding flow without describing what to click
• AI assistance surfaces contextual guidance for agents during co-browse sessions — the right prompt, at the right moment, based on where the customer is
• PII fields and sensitive data automatically masked before the agent's view and session recording — no configuration needed, privacy enforced by design

Secure Video

• End-to-end encrypted WebRTC video delivered within the agent's existing interface — no third-party app, no plugin, no customer download required
• Seamlessly escalated from any voice or chat interaction in one click — customer stays in the same channel, context carries forward
• Consent-driven session recording built in with full audit trail — every video session captured for compliance review and quality assurance

eKYC Verification

• Real-time identity verification via live video and document scanning — completed within the session, no separate verification flow or third-party redirect
• Designed for banking, insurance, and healthcare environments where onboarding, account activation, or service access requires verified identity
• Supports KYC, AML, and regulatory identity verification requirements — reduces fraud risk while accelerating time to revenue

Live e-Signature

• Secure document sharing and live e-signature delivered within the same co-browse or video session — no follow-up email, no abandoned agreement
• Consent capture and compliance documentation built into the signing flow — every signature complete and audit-ready from the moment it's made
• Revenue realised faster — commitment captured at the moment of intent, before interest cools or the customer navigates away

PII Protection

• Automatic PII detection and masking applied before agent view and session recording — agents never see data they shouldn't, even during co-browse
• Masking rules fully configurable by organisation, industry, and data type — adapts to the specific compliance requirements of each regulated environment
• Built for GDPR, PCI DSS, and HIPAA — compliance enforced by design across every session, not managed by policy after the fact

Session Analytics

• Consent-driven recording captures every session — giving compliance teams a complete, auditable record of agent actions, customer journey, and documents executed
• Post-interaction analytics surface drop-off points, resolution rates, and agent performance patterns across all session types
• Session intelligence feeds agent training and journey optimisation — every session makes the next one better

With Consilium UniVCX, your business can:

  • Faster Onboarding — With Less Drop-Off
  • Higher First-Contact Resolution
  • Revenue Closed at the Point of Commitment
  • Reduced Handling Time Across Complex Interactions
  • Enterprise Compliance — Across Every Regulated Interaction
  • Customer Experiences That Build Loyalty
  • Fraud Reduction in High-Risk Interactions
  • Continuous Improvement — Session by Session

Industry Specific Solutions
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