Unified Agent Desktop
Ditch the chaos of disconnected tools. Say hello to centralized cross-channel workflows, supercharged by AI.
One platform for every customer interaction.
Regal drives 3,500,000+ ROI-positive conversations a month
"I love switching between five tabs to answer one customer question"
- Said No Agent Ever
Use Regal to:
- Engage Every Lead
- Better Service and Shorter Wait Times
- Create Delightful Customer Experiences
- Save Time and Scale Smarter with AI Agents
- Improve Patient Engagement Rates
- Improve Lead Contact Rates
- Improve Quote Rate with Branding
- Increase Call Connect Rate
- Increase Answer Rates with Branded Calling
- Transform outreach into a competitive advantage
- Make life easier for your developers
- Transform Your Operations and Drive Better Outcomes
- Increase Productivity, Engagement, and Conversions
- Get Better Speed-to-Lead
- Tailor and Automate Outreach
- Qualify Better Leads with AI Agents
- Get a Better, More Invested Partner
- Drive Success with a Dedicated Partner
- Get AI Tools Built for You
- Get Immediate Impact with AI
- Accelerate Results With AI Agents
- Build Consistent, Reliable AI Agents
- Boost Call Efficiency
- Engage with more qualified prospects
- Increase engaged call and bind rate
- Increase in answer rates
- Deliver a better customer experience
- Modernize your outbound sales process
- Streamline new patient onboarding
- Engage your customers with SMS
- Boost call efficiency
- Increase your ROI
Michael Coker
Director, Digital Marketing & DTC Commerce
“With Regal, we’ve created a more responsive, seamless experience for homeowners from their very first interaction.”
Ketan Babaria
Chief Digital and AI Officer
“In collaboration with Regal AI, we’ve made the enrollment experience for Medicare Advantage beneficiaries faster and simpler. The screener agent scales instantly when demand surges, with after-hours calls performing on par with our best agents. The result is giving beneficiaries better service with shorter wait times while empowering our human agents to focus on high-value enrollments.”
Austin Ewell
Senior Analyst, Kin Insurance
"At Kin, we focus on how we can leverage each technology to its fullest potential to enhance the customer experience. Regal stood out because we found that it shared the same commitment."
Lee Hasson
CTO, Aprende Institute
“Regal’s AI Agent completely transformed how we connect Hispanic students to educational programs. Previously, a large portion of our advisors’ time went to calls that went nowhere — voicemails, dead air, or low-intent leads. Now, the AI filters those out automatically, so human advisors can focus on students who are genuinely ready to engage, and it shows. Our advisors are saving more than 100,000 minutes monthly and calls lasting over 5 minutes have increased by 18X. We’re not just saving time; we’re scaling smarter and helping more students start their programs without friction.”
Takeeyah Sessoms
Client Service Manager
“Regal.io has helped us improve our patient engagement rates by 100% and improve our patient engagement strategy through personalized calling. As a result, we have been able to engage with more patients and have higher quality conversations with them, which means additional revenue for our business.”
Jonathan Gaudio
Agency Owner, Gaudio Insurance Group
"Regal.io has helped us improve our overall lead contact rates by 23% with their spam remediation and call branding services. This has enabled our agents to reach more customers, have more meaningful conversation and drive significant incremental revenue. I would recommend Regal.io to anyone that runs an outbound sales team."
Andrew Filar
Managing Partner/CEO, Peachy Insurance (f.k.a. Marilyn Todd Insurance)
"Regal.io has helped improve our quote rate by 20% with their spam remediation and branding services. While 20% may not seem like a huge number at first, when you’re making 5,000+ outbound calls a day, its massive! If you’re doing outbound calling in 2023, working with Regal is one of the easiest decisions you can make. The incremental revenue, the ROI, and the guidance of the Regal team more than justify the cost."
Jon Bolz
VP of Patient Engagement, Assure Health
"Regal.io instantly stopped our calls from being dropped and losing out on millions of dollars in revenue. The journeys have allowed my team to prioritize the next best call for them to engage with patients."
Luke Hardiman
Technical Sales, Embrace Home Loans
"Regal.io not only stopped our calls from being marked spam, they helped establish trust with borrowers more quickly. With branded calling, our answer rates increased by 60%."
Own Every Customer Interaction, Seamlessly Across Channels
Disconnected tools. Scattered conversations. Channels that don’t talk to each other. It causes chaos, wastes time and money, frustrates agents, and makes it harder to deliver a consistent customer experience.
Boost Agent Productivity with AI Collaboration
Our AI handles the grunt work (think summarizing a call, filling out details based on the call, follow-ups, and FAQs), so your agents can focus on priorities: building connections and solving problems fast.
Simplify Conversations Across Channels
A single inbox for phone, SMS, and email means no missed messages, no context lost – just smooth, efficient communication.
Know Your Customer Like Never Before
Get a 360° customer view including past interactions, preferences, and history all at your agents’ fingertips. Personalized, proactive service at scale? Easy.
Work Smarter Together
Collaboration tools like task inboxes, unified activity feed, live monitoring tools and more keep your team aligned in real-time, making escalations, guidance, and teamwork seamless.
Maximize Agent Efficiency with High-Volume Dialers
No more wasted time on unanswered calls. Regal's progressive dialer skips machines and connects agents only to live customers. Voicemails? Handled automatically with pre-recorded drops.
Automate Follow-Ups with Journey Workflows
Regal’s Journey Builder goes beyond automating tasks—it orchestrates seamless customer experiences. From missed calls to appointment reminders, it ensures the perfect follow-up across channels like texts and emails.
What is a Unified Agent Desktop?
A Unified Agent Desktop is the ultimate command center for customer interactions. Consolidate every conversation – phone, SMS, email, and beyond – into one streamlined workspace. Equip your team with a complete customer view, actionable insights, and omnichannel communication tools.
Omni-Channel Communication
Manage all customer interactions seamlessly from one unified agent desktop. Whether they come through phone, SMS, email, or other channels you can meet your customers where they are. With a unified inbox, agents no longer need to toggle between tools, ensuring that no message slips through the cracks. This streamlined approach enables consistent, contextualized communication across every customer touchpoint.
AI-Powered Assistance
Transform agent productivity with AI that works alongside your team. Automate repetitive tasks like initial responses and routine follow-ups, allowing agents to focus on complex, high-value customer issues. AI-powered suggestions also provide real-time insights and next-best-action recommendations to help resolve issues faster.
360-Degree Customer View
Gain unparalleled visibility into each customer’s journey. With a comprehensive customer profile – including past interactions, purchase history, and preferences – agents can deliver highly personalized service. This holistic view empowers agents to anticipate customer needs and create meaningful, proactive connections that build loyalty.
Real-Time Collaboration
Break down silos and enable teams to work smarter. Real-time collaboration tools allow agents to share insights, seek guidance, and resolve issues more efficiently. Whether it’s escalating a case to a supervisor or involving an AI agent for additional support, teamwork becomes effortless and highly effective.
Analytics and Reporting
Stay on top of performance with robust analytics and reporting features. Track key metrics like first-contact resolution, average handle time, and more – all in one dashboard via custom reporting. Leverage actionable insights to identify bottlenecks, improve workflows, and drive better outcomes for your customers and your business.
How Can You Use a Unified Agent Desktop in Your Industry?
Healthcare
Streamline patient communication with a Unified Agent Desktop powered by AI-driven insights. Manage appointment reminders, follow-up messages, and patient inquiries across phone, SMS, and email—all from one platform. Equip agents with patient histories, previous interactions, and care preferences. By leveraging AI, agents can provide personalized, efficient care while ensuring HIPAA compliance and fostering trust in every interaction.
Financial Services
Deliver seamless, secure service with AI-enhanced tools on a Unified Agent Desktop tailored for financial institutions. Empower agents with a 360° view of customer financial profiles, transaction histories, and communication logs. AI enables faster resolution of sensitive inquiries, personalized financial advice, and streamlined compliance with industry regulations like GDPR and CCPA.
Local Services
Improve customer engagement with AI-augmented support for local businesses on a Unified Agent Desktop. From scheduling appointments to resolving service requests, agents are equipped with predictive insights to deliver fast, consistent responses across phone, SMS, and email—helping to build trust and loyalty in your community.
Education
Transform how your institution communicates with students, parents, and staff using Regal’s Unified Agent Desktop. Handle inquiries about admissions, course schedules, financial aid, and campus events seamlessly across phone, SMS, email, and even chat. With AI-powered assistance, streamline repetitive tasks like application status updates or event reminders, freeing up staff to focus on more complex issues.
Insurance
Enhance policyholder experiences with an AI-optimized Unified Agent Desktop. Effortlessly manage claims inquiries, policy updates, and renewal reminders in one workspace. AI-driven tools provide agents with complete customer profiles, enabling faster claims resolutions, tailored policy recommendations, and consistent support across every touchpoint.
Legal Services
Simplify case-related communication with an AI-enabled Unified Agent Desktop for legal professionals. Keep client communications organized, respond promptly to inquiries, and manage updates across phone, email, and SMS. AI ensures secure, centralized tools that help your team deliver exceptional legal support while maintaining confidentiality and compliance.
FAQS
What is a Unified Agent Desktop?
A Unified Agent Desktop is a centralized platform that combines all customer communication channels—such as phone, SMS, email, and live chat—into one streamlined workspace. It equips your team with tools like AI-powered assistance, real-time collaboration, and a 360° view of customer history, enabling seamless, efficient, and personalized interactions. It eliminates the need for agents to juggle multiple systems, reduces response times, and ensures no communication falls through the cracks.
How does Unified Agent Desktop work?
The Unified Agent Desktop integrates your organization’s existing communication channels and tools into one cohesive platform. It consolidates interactions from phone, email, SMS, and chat into a single inbox, providing agents with a complete history of each customer. AI-powered features handle repetitive tasks like call tagging, task prioritization, and follow-ups, while real-time collaboration tools enable agents to seek support from supervisors or peers instantly. This setup empowers your team to work efficiently, maintain context across channels, and deliver a consistent customer experience.
Will it improve first-contact resolution?
Yes, significantly! With all customer interactions and histories available in one place, agents can quickly access the information they need to resolve issues on the first interaction. AI-powered insights and next-best-action recommendations further enhance problem-solving capabilities. The result? Faster resolution times, reduced frustration for customers, and improved satisfaction scores.
What industries is Unified Agent Desktop ideal for?
The platform is versatile and adaptable, making it perfect for a variety of industries, including:
- Healthcare: Manage patient communications, appointments, and follow-ups seamlessly while maintaining HIPAA compliance.
- Financial Services: Handle sensitive inquiries, transaction histories, and customer profiles securely and efficiently.
- Local Services: Simplify scheduling, service updates, and inquiries for businesses serving local communities.
- Education: Enhance communication between students, parents, and staff with centralized tools.
- Insurance: Streamline claims processing, policy updates, and customer support across channels.
- Legal Services: Manage client interactions, case updates, and inquiries with a secure and organized platform.
Is it easy to set up?
Absolutely. The Unified Agent Desktop is designed for quick and seamless implementation. Our platform integrates with your existing tools and workflows, minimizing disruptions. With step-by-step onboarding guidance and dedicated support, your team will be up and running in no time—ready to provide top-tier customer experiences.
Does Unified Agent Desktop support integrations with our existing tools?
Yes, our platform is designed to work seamlessly with popular CRMs (like Salesforce and HubSpot), ticketing systems (like Zendesk and Freshdesk), and communication tools. The goal is to complement and enhance your current tech stack, not replace it, ensuring smooth transitions and operational efficiency.
Is Unified Agent Desktop secure?
Absolutely. Security is a top priority. The platform adheres to industry-leading practices and compliance standards, such as GDPR, CCPA, and HIPAA, to ensure your data is protected. Features like role-based access controls, end-to-end encryption, and regular security updates safeguard your communications and customer information. You can confidently manage sensitive data while maintaining regulatory compliance.
Treat your customers like royalty
Ready to see Regal in action?
Book a personalized demo.