Leverage smart workflows to streamline repetitive work. Use our chat API to automate routine customer outreach by sending timely and relevant messages that inform and engage your customers throughout their journey.

Automatically route clients to the right agents to address their needs. Transform your clients’ experience using self-service and chatbots. Resolve cases faster with automated workflows.

Use channels, threads, and discussions to easily collaborate and communicate with colleagues and external vendors. File sharing functionalities make it easy for providers to exchange customer information in the most secure way.

Full client conversation history enables providers to easily find and access important client information. No matter which communication channels your clients uses, the entire conversation is available in one place.

Prompt your clients to start texting instead of calling. Modernize the way you connect with your clients and say goodbye to hours spent on phone calls, phone tags, and voicemails.

With Rocket.Chat, clients don’t have to install yet another app to connect with their financial providers. They can use existing channels and apps such as Whatsapp, SMS, email, and social media, resulting in higher user adoption.