Revve Documentation

AI-powered customer service for financial institutions

Revve is an AI-powered customer service platform designed specifically for banks, credit unions, and financial institutions. Our platform combines advanced voice and chat capabilities with deep banking integrations to deliver exceptional customer experiences.

With Revve, you can automate routine inquiries, provide 24/7 support across multiple channels, and ensure every customer interaction meets the highest standards of security and compliance.

Key Capabilities

  • Voice Agents — Natural conversations powered by our native voice models
  • Chat Agents — Multi-channel support across web, mobile, and messaging platforms
  • Banking Integrations — Secure connections to core banking systems
  • Enterprise Security — SOC 2 Type II certified with PCI DSS compliance

Getting Started

Get up and running with Revve in just a few steps.

1. Create Your Account

Sign up for a Revve account at app.revve.ai. You'll need to provide your organization details and verify your email address.

2. Generate API Keys

Navigate to Settings → API Keys to generate your credentials. You'll receive a public key for client-side integrations and a secret key for server-side operations.

# Example: Set your API key
export REVVE_API_KEY="sk_live_..."

# Test your connection
curl https://api.revve.ai/v1/health \
  -H "Authorization: Bearer $REVVE_API_KEY"

3. Configure Your Agent

Use the Revve dashboard to configure your agent's personality, knowledge base, and integration settings. Start with our banking templates for quick setup.

4. Deploy to Production

Once configured, deploy your agent to production. Revve provides SDKs for JavaScript, Python, and mobile platforms, plus native integrations for popular contact center solutions.

Voice Agents

Natural voice conversations powered by our native voice models.

Native Voice Models

Revve's voice agents use proprietary speech recognition and synthesis models trained specifically for banking conversations. Our models understand financial terminology, account numbers, and complex transaction descriptions with high accuracy.

Supported Languages

Our voice agents support over 30 languages and regional accents, including:

  • English (US, UK, Australian, Indian)
  • Spanish (Latin American, Castilian)
  • French (France, Canadian)
  • German, Portuguese, Italian, Dutch
  • Mandarin, Cantonese, Japanese, Korean
  • Arabic, Hindi, and more

Voice Customization

Customize your agent's voice to match your brand. Choose from our library of professional voices or work with our team to create a custom voice profile. Adjust speaking rate, tone, and personality attributes.

Call Routing & Handoff

Seamlessly escalate complex issues to human agents. Revve provides full conversation context, customer sentiment analysis, and suggested next steps to ensure smooth handoffs.

Chat Agents

Multi-channel messaging support for web, mobile, and popular platforms.

Webchat Integration

Embed Revve's chat widget on your website with a single line of code. The widget is fully customizable to match your brand and supports both authenticated and anonymous sessions.

<script src="https://cdn.revve.ai/widget.js"></script>
<script>
  Revve.init({
    apiKey: 'pk_live_...',
    theme: 'light',
    position: 'bottom-right'
  });
</script>

Multi-Channel Support

Meet customers where they are with native integrations for:

  • Web and mobile in-app chat
  • WhatsApp Business API
  • Apple Messages for Business
  • SMS/MMS
  • Facebook Messenger

Rich Message Types

Go beyond plain text with interactive message types including buttons, quick replies, carousels, cards, and secure forms for collecting sensitive information.

Conversation Context

Revve maintains full conversation history across channels. If a customer starts on webchat and continues via WhatsApp, the agent has complete context for a seamless experience.

Banking Integrations

Secure connections to core banking systems and financial data.

Core Banking Connections

Revve integrates with leading core banking platforms including FIS, Fiserv, Jack Henry, Temenos, and more. Our pre-built connectors handle authentication, data mapping, and error handling.

Account Lookup & Verification

Verify customer identity through multi-factor authentication, knowledge-based questions, and biometric voice verification. Access account details securely to provide personalized service.

Transaction Queries

Enable customers to check balances, review recent transactions, understand pending charges, and get detailed transaction information — all through natural conversation.

Secure Data Handling

All data transmissions are encrypted using TLS 1.3. Sensitive data like account numbers and SSNs are tokenized and never stored in plain text. Our platform is PCI DSS Level 1 compliant.

Knowledge Base

Train your agent with your organization's specific knowledge.

Training Your Agent

Upload your existing documentation, policies, and procedures to train your Revve agent. Our system automatically indexes content and makes it available for retrieval during conversations.

Document Ingestion

Revve supports multiple document formats:

  • PDF documents and forms
  • Word documents (.docx)
  • Web pages and sitemaps
  • Markdown and plain text
  • Zendesk, Confluence, and other knowledge bases

FAQ Management

Create and manage FAQs directly in the Revve dashboard. Define questions, answers, and variations to ensure accurate responses. Set up approval workflows for content changes.

Response Customization

Fine-tune how your agent responds with custom prompts, tone guidelines, and brand voice settings. Create specific response templates for common scenarios.

Analytics & Reporting

Comprehensive insights into your customer service operations.

Conversation Metrics

Track key metrics including total conversations, average handling time, first response time, and messages per conversation. Filter by channel, agent, time period, and customer segment.

Resolution Rates

Measure automation effectiveness with detailed resolution analytics. See what percentage of inquiries are fully automated, partially assisted, or escalated to human agents.

Customer Satisfaction

Collect CSAT scores through post-conversation surveys. Track satisfaction trends over time and identify areas for improvement. Correlate satisfaction with conversation attributes.

Custom Dashboards

Build custom dashboards with the metrics that matter to your organization. Export data to your data warehouse or BI tools via our API or native integrations with Snowflake, BigQuery, and Looker.

Security & Compliance

Enterprise-grade security built for financial services.

SOC 2 Type II Certification

Revve maintains SOC 2 Type II certification, demonstrating our commitment to security, availability, processing integrity, confidentiality, and privacy. Annual audits are conducted by independent third parties.

Data Encryption

All data is encrypted at rest using AES-256 and in transit using TLS 1.3. Encryption keys are managed through AWS KMS with automatic rotation. Customer data is isolated in dedicated storage partitions.

PCI DSS Compliance

Revve is PCI DSS Level 1 compliant, the highest level of certification. This enables secure handling of payment card data during customer interactions. Cardholder data is tokenized immediately upon receipt.

Audit Logging

Comprehensive audit logs track all system access, configuration changes, and data operations. Logs are immutable and retained for 7 years. Export logs to your SIEM for centralized security monitoring.

Additional Compliance

Revve also supports GDPR, CCPA, GLBA, and other regulatory requirements. Contact our compliance team for detailed documentation and security questionnaire responses.