Face to face. Wherever life happens.

Bring face-to-face guidance into live chat or authenticated messaging. Account holders accept the invitation and join right in the conversation, with nothing to install.

A more personal way to help

Video within the conversation

Add face-to-face support to live chat or authenticated messaging.

One-click joining

Account holders accept the invitation and connect. Nothing to install.

Keep messaging available

Send messages while the video conversation continues.

Add on-screen guidance

Pair video with consent-based co-browsing when enabled.

Video transcripts

Automatically generate a transcript after the call ends.

Session reporting

Review video activity, session timing, and duration.

Put a face to the conversation

Bring in video when a question benefits from a more personal discussion.

1. An employee invites the account holder to video from live chat or authenticated messaging.
2. The account holder accepts with one click, without leaving the chat experience.
3. The conversation continues face to face, with messaging still available.
4. After the call, the employee is notified when the transcript is ready.

Personal attention. Practical support.

Bring a human connection to digital service, with useful tools for your team.

Talk it through with a person

Ask questions, explore options, and get personal guidance without meeting at a branch.

Bring more clarity to the conversation

Use face-to-face discussion and in-session messaging to explain details. Configure virtual backgrounds for a consistent presentation.

See how video supports your service

Review session activity and duration to understand how your team uses video banking.

Add the support the moment needs

Co-browsing

Guide account holders on screen during a consent-based session, alongside the video conversation.

Authenticated messaging

Pair face-to-face support with signed-in messaging for account-specific needs and an ongoing relationship.

Conversation intelligence

Include the completed video transcript when generating a conversation summary and in the broader Conversation Transcript.

Trust is part of the experience

Permission-controlled access

Control which employees can initiate video through configured permissions.

Consent-based co-browsing

Request the account holder’s permission before beginning on-screen guidance.

SOC 2 Type II controls

Support digital service within Agent IQ’s SOC 2 Type II control environment.

Frequently asked questions

How does a video banking session start?

An employee initiates video from a Lynq® conversation in public live chat or authenticated messaging, when enabled for their role. The account holder accepts the invitation to join.

Do account holders need to install an app?

No. Account holders accept the employee’s invitation with one click and join directly within the chat experience, whether they are using public live chat or authenticated messaging.

Can messaging and co-browsing continue during video?

Yes. Employees can send messages during the video session. When enabled, they can also request consent-based co-browsing to provide on-screen guidance alongside video.

What happens after the video call ends?

A transcript is generated automatically, and the employee is notified when it is ready. Once available, it is included when the employee generates a conversation summary and in the broader Conversation Transcript.

Make digital service more personal

See how video banking can help your team bring face-to-face guidance into everyday conversations.