Cresta Agentic Assist

What it does

Cresta Agentic Assist is an enterprise product for customer service teams. It takes in live call or chat conversations along with on-screen and CRM context, and produces real-time guidance, source-backed answers, suggested actions, and summaries of each interaction. Pages show drafted responses, checklists, and approval prompts appearing alongside a live conversation.

Agents use it during live interactions to answer questions from policy documents, follow suggested steps for tasks such as rebooking, and generate after-call summaries that capture the reason, resolution, and outcome. Cresta describes the same platform as covering quality management, coaching, and training, so conversation insights can feed later performance work. Its distinguishing feature is combining live guidance, workflow automation, and summary generation in one agent-facing product.

It is aimed at enterprise customer service teams in sectors such as airlines, healthcare, financial services, insurance, and telecom. Deployment is enterprise-scale, and the main route to start is booking a demo rather than self-serve sign-up. Buyers should confirm integrations, deployment requirements, and pricing directly with the vendor.

What it can do

• Real-time hints, reminders, and workflows during live calls and chats
• Knowledge Agent that returns source-backed answers from live conversation and on-screen context
• Customizable AI summaries that reduce after-call work and capture structured data
• Intelligent typing automation for chat and email, reducing manual typing
• Workflow automation for tasks such as rescheduling, with a Summary Agent for call wrap-up
• Shared platform with quality management, coaching, and training

Example workflows

Live rebooking support

Inputs: a customer call about a weather-cancelled flight and the booking details in the CRM. Steps: the Knowledge Agent surfaces the relevant waiver policy, the agent receives a checklist and two rebooking options, and a supervisor approval prompt appears in Live Assist. Output: a rebooking with fee handling recorded and a generated call summary.

After-call summary generation

Inputs: a completed live conversation transcript. Steps: the product generates a summary covering the customer's reason, the resolution, and the result. Output: a structured summary for the record and an email to the customer, as shown in the product example.

Before you choose

• Enterprise-focused deployment rather than individual self-serve use
• Compliance-sensitive use cases such as healthcare call for confirming data handling controls; the healthcare page states HIPAA-compliant data handling
• Confirm required integrations and deployment prerequisites with the vendor during demo discussions

Listed under

• Support
• Voice and phone agents
• Agent assist
• Call center
• Call summaries
• Contact center
• Customer experience
• Customer support

Get started

The page directs visitors to book a demo to discuss fit and deployment.

1. Book a demo through the Cresta Agentic Assist page to discuss fit and deployment
2. Connect the product to your conversation channels and context sources such as CRM, as confirmed during onboarding
3. Configure guidance, knowledge sources, and summary fields for your agent workflows

Pricing terms are provided by the vendor on request.

We couldn’t find published prices for Cresta Agentic Assist. See their pricing page ↗

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Cresta Agentic Assist | Real-time AI that augments human agents ↗cresta.com
• Cresta | Healthcare ↗cresta.com
• Welcome to Cresta help | Cresta Help ↗docs.cresta.com

Company website

cresta.com: product, pricing and policy pages

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knowledge_base

Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.