How much does Floatbot cost?

Lite $119 a month, or $99 a month billed yearly, for 500 voice minutes or chat sessions and 2 concurrent calls; Essential $2,499, or $1,999 yearly, for 10,000 and 25 concurrent calls; Growth $6,199, or $4,999 yearly, for 25,000 and 75 concurrent calls; Enterprise custom with no limits. A chat session is up to 15 minutes; voice bills in 60 second pulses. 14 day free trial with no card. Agent Assist and NEO are priced separately.

Does Floatbot have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Floatbot publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: Floatbot lists ISO 27001, ISO 9001, SOC 2 Type II, HIPAA and GDPR, and every paid plan includes ISO 27001, SOC 2 Type II and HIPAA compliance with PII redaction on voice and chat sessions and OAuth based user authentication. The account das. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Can Floatbot be self hosted or run in a private VPC?

Full under the Agentic Index verification standard. Floatbot publishes public evidence of self hosted or private VPC deployment, along with data residency options for controlling where agent data is processed and stored. Evidence basis: The UNO platform deploys on Floatbot's multi tenant cloud, a dedicated private cloud, a hybrid setup or on premises, and VoiceGPT can run fully inside the customer's own infrastructure, including offline, for maximum data control. Floatbot'. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Floatbot give you tracing and observability into agent runs?

Full under the Agentic Index verification standard. Floatbot publishes public evidence of tracing, observability and audit logging into agent runs, so a team can see what an agent did and why. Evidence basis: Each conversation appears under sessions and user queries, and API logs show every API interaction that happened during a conversation for monitoring and troubleshooting, alongside general, voice agent and agent analytics with standard and. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Floatbot

Q: Who is Floatbot for?

insurance carriers and claims operations, debt collection agencies and accounts receivable teams, banks, credit unions and lenders, healthcare providers and payers, BPOs and contact centers on Genesys, Five9, NICE CXone or RingCentral

Also known as: floatbot.ai, Floatbot.AI, Floatbot UNO

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Voice agentindependentVerified 2026-10-18

Entry priceLite $119 a month ($99 yearly); Essential $2,499 ($1,999); Growth $6,199 ($4,999); Enterprise customFull pricing detail

Floatbot is a no code platform for voice and digital AI agents in insurance, collections, lending, banking and healthcare, automating claims first notice of loss, debt collection, loan servicing, payments and patient calls. Agent M runs a master agent with use case sub agents that call APIs as tools, flows add HTTP calls and branching, retrieval answers from PDFs and websites, and agents run inbound and outbound across phone, chat, SMS, WhatsApp and email, on a multi tenant or private cloud, hybrid or on premises, with a choice of language model.

Floatbot, founded in 2017 and headquartered in Milpitas, California, with teams in India and the Gulf, sells AI agents for regulated industries.

Its Floatbot UNO platform carries Voice AI Agents, Digital AI Agents for chat, SMS and email, an Agent Assist copilot for human agents, FloatSpace for back office workflows with people in the loop, the FloatGPT and VoiceGPT language models, a RAG cognitive search service, the FloatNEO speech to text API and ARMOR voice biometrics.

The voice and digital agents are the subject here, with use cases such as claims first notice of loss, right party contact and promise to pay in collections, loan origination and servicing, payments and patient engagement.

Agents are built in a no code AI Studio that combines flows of blocks, text, quick replies, user input, if and else branches, pauses, call actions and JSON API calls that send GET or POST requests and set user attributes from the response, with intents, entities and goals. Agent M adds a master agent that holds rules and common behavior for use case sub agents, each following structured steps and calling tools, which are APIs described by name, purpose and typed parameters. Cognitive search answers from PDFs, websites and standard knowledge bases, up to 50 sources on the Growth plan.

Voice agents take inbound and outbound calls through Twilio, Plivo or prebuilt connectors for Genesys, Five9, NICE CXone and RingCentral, chat agents run on the web, iOS, Android, WhatsApp, Messenger, Telegram, Viber, Slack and SMS, and a campaign manager schedules outbound campaigns from contact lists. Core system integrations include Guidewire, Insurity, Snapsheet, Socotra and Q2, and live agent fallback hands conversations to people when trigger phrases or failures occur. Admins pick a third party language model with their own key or use Floatbot's privately hosted models, and plug in other speech engines.

Lite costs $119 a month, or $99 billed yearly, for 500 voice minutes or chat sessions and two concurrent calls; Essential costs $2,499, or $1,999 yearly, for 10,000 with 25 concurrent calls; Growth costs $6,199, or $4,999 yearly, for 25,000 with 75; Enterprise is custom, and a 14 day trial needs no card. Floatbot lists ISO 27001, ISO 9001, SOC 2 Type II, HIPAA and GDPR, PII redaction on voice and chat sessions, user management and an audit trail of bot changes. The platform deploys as multi tenant cloud, private cloud, hybrid or on premises.

Floatbot fits insurers, collection agencies, lenders, banks, BPOs and healthcare organizations that want prebuilt voice and chat agents tied to their contact center and core systems, with model choice and on premises options. It fits less well for small teams that want a simple self serve receptionist, or for buyers who need a public REST reference for building and driving agents from their own code.

Vendor details

Canonical URL

https://floatbot.ai

Subcategory

No code voice and digital AI agents for regulated industries, with a master and sub agent framework, API tools, cognitive search, CCaaS and core system connectors, model choice and on premises deployment

Funding status

Floatbot, founded in 2017 and headquartered in Milpitas, California, with operations in India and the Gulf.

Company status

independent

Use cases & customers

Primary use cases

automating claims first notice of loss by phone and chatcollections calls for right party contact, promise to pay and negotiationloan origination, servicing and payment reminderspatient engagement, appointment scheduling and refill reminders24/7 customer support across voice, chat, SMS, WhatsApp and email

Target customers

insurance carriers and claims operationsdebt collection agencies and accounts receivable teamsbanks, credit unions and lendershealthcare providers and payersBPOs and contact centers on Genesys, Five9, NICE CXone or RingCentral

Deployment options

Multi tenant Floatbot cloudDedicated private cloudHybridOn premises in the customer's infrastructure

Integrations

Agent tools and JSON API blocks call any HTTP endpoint with GET or POST and set attributes from the response. Telephony through Twilio or Plivo with the customer's keys and prebuilt connectors for Genesys, Five9, NICE CXone and RingCentral; digital channels on web, iOS, Android, WhatsApp, Facebook Messenger, Telegram, Viber, Slack, SMS and email. Core system connectors for Guidewire, Insurity, Snapsheet, Socotra and Q2, payment gateway integration and an AppXchange catalog. Third party language models with the customer's API key alongside Floatbot's FloatGPT and VoiceGPT, pluggable speech engines and the FloatNEO speech to text API.

In practice

An auto insurer routes claim calls from its Genesys contact center to a Floatbot voice agent that collects the loss details, checks the policy in Guidewire through an API tool and opens the claim, handing injury cases to an adjuster.

A collection agency uploads a delinquent account list to the campaign manager, lets the voice agent verify the right party, take a promise to pay and record it in its system, and sends disputes to a live collector.

A credit union deploys the platform in its private cloud, picks its own language model with its key, and runs a chat agent on its iOS app that answers from policy PDFs and reports card status through a JSON API call.

Sources & related URLs

Related / legacy domains

https://floatbot.ai/pricing https://floatbot.ai/developers/ https://floatbot.ai/llm-agent-m https://floatbot.ai/voicegpt

Research sources

Agentic Index coverage score

11.5 / 14 capabilities · 82%

Integrations & Tool Calling	Full
In Agent M, any API the agent needs becomes a tool with a name, a short description and typed parameters that feed a code snippet, and each sub agent can have its own set of tools enabled. Flows add JSON API blocks that send GET or POST requests with user attributes, read the response, set new attributes and branch, within a 10 second timeout. Prebuilt connectors reach Genesys, Five9, NICE CXone and RingCentral contact centers, Guidewire, Insurity, Snapsheet and Socotra in insurance, Q2 in banking, and payment gateways. Sourcefloatbot.ai/developers/agent-mread 2026-10-18
Workflow Orchestration	Full
Agent M is a master agent framework: the master agent holds the rules, common instructions and behavior every agent shares, and use case sub agents follow structured steps of their own, with Floatbot describing multi agent orchestration across voice, chat and agent assist. AI Studio flows are built from groups and blocks, text, quick replies, user input, if and else, pauses, flow points, call actions, JSON API calls and goals, with intents and an AI execution pipeline deciding which flow runs. Sourcefloatbot.ai/developers/agent-mread 2026-10-18
Knowledge Grounding & RAG	Full
RAG cognitive search answers from a knowledge base that grows with the plan: PDFs on Lite, PDFs and websites on Essential, and PDFs, websites and standard knowledge bases on Growth, with 5, 20 or 50 sources and uploads of 2MB, 10MB or 25MB, and unlimited sources on Enterprise. Agent M sub agents and agent assist draw on the same knowledge, and Enterprise customers can commission custom cognitive search models. Sourcefloatbot.ai/pricingread 2026-10-18
Human Oversight & Guardrails	Partial
Live agent fallback routes a conversation to a person when configured trigger phrases are detected or the agent cannot help, with a switch to agent flow, a live agent dashboard and co browsing for chat. Agent M adds guardrails and hallucination controls, and PII redaction applies to voice and chat sessions. FloatSpace, a separate workspace product, keeps people in the loop on back office workflows such as claim document review, but no step where a reviewer approves an agent's action before it runs is described for the voice and chat agents. Sourcefloatbot.ai/developers/agent-flow-triggerread 2026-10-18
Security, Identity & Governance	Full
Floatbot lists ISO 27001, ISO 9001, SOC 2 Type II, HIPAA and GDPR, and every paid plan includes ISO 27001, SOC 2 Type II and HIPAA compliance with PII redaction on voice and chat sessions and OAuth based user authentication. The account dashboard carries security settings and user management for adding, modifying and removing users, and an audit trail records who changed a bot, what changed and when. Enterprise customers can add custom compliance requirements, and a bug bounty program is public. Sourcefloatbot.ai/pricingread 2026-10-18
Observability & Auditability	Full
Each conversation appears under sessions and user queries, and API logs show every API interaction that happened during a conversation for monitoring and troubleshooting, alongside general, voice agent and agent analytics with standard and goal based reports and conversational insights. An audit trail records who changed a bot, what and when. History is kept for 30, 90 or 180 days by plan and indefinitely on Enterprise. Sourcefloatbot.ai/developers/api-logsread 2026-10-18
Memory & State Persistence	Partial
Conversations carry system defined, session specific and user defined variables, and JSON API responses can set user attributes that later blocks and agents read, so details such as an account number or a promise to pay date travel through a conversation. Whether user attributes persist from one conversation to the next, for how long and how they are cleared, is not set out, and no memory store the agent maintains across calls is described. Sourcefloatbot.ai/developers/json-apiread 2026-10-18
Deployment & Data Residency	Full
The UNO platform deploys on Floatbot's multi tenant cloud, a dedicated private cloud, a hybrid setup or on premises, and VoiceGPT can run fully inside the customer's own infrastructure, including offline, for maximum data control. Floatbot's privately hosted, industry tuned language and speech models support those deployments without sending data to outside model providers. For the shared cloud, the privacy policy places storage in the United States, with collection through India. Sourcefloatbot.ai/floatbot-unoread 2026-10-18
Prebuilt Agents / Templates / Packs	Full
Every plan includes predefined bot templates and a bot store, and the UNO studio starts from prebuilt templates with contact center and industry software connectors already wired. Vertical agents cover claims first notice of loss, debt collection with right party contact and promise to pay, loan servicing, corporate and retail banking and patient engagement, alongside ADDI for claims adjusters and the AURA and LEXI agents in FloatSpace, so buyers adopt an industry agent and tune it. Sourcefloatbot.ai/pricingread 2026-10-18
Triggers & Channel Coverage	Full
Voice agents answer inbound calls and place outbound calls on numbers connected through Twilio or Plivo, or inside Genesys, Five9, NICE CXone and RingCentral contact centers, with 2 to 75 concurrent calls by plan. Digital agents run on websites, iOS and Android apps, WhatsApp, Facebook Messenger, Telegram, Viber, Slack, SMS and email, across 150 or more languages. The campaign manager schedules outbound campaigns from uploaded contact lists for a chosen date and time, including WhatsApp campaigns with approved templates. Sourcefloatbot.ai/developers/campaign-managerread 2026-10-18
Model Flexibility & Routing	Full
The LLM key setting lets an admin pick a language model from a list of supported providers and enter that provider's API key, after which the agent uses the selected model for its responses. Floatbot also offers its own FloatGPT and VoiceGPT models, privately hosted and tuned for its industries, and an orchestration engine that plugs in third party speech to text and text to speech engines. Enterprise customers can commission custom language and speech models. Sourcefloatbot.ai/developers/configure-llm-keyread 2026-10-18
APIs / SDKs / MCP Extensibility	Partial
Developers embed chat agents in websites and iOS or Android apps, call VoiceGPT as a language service and the FloatNEO speech to text engine through APIs, and the UNO studio can publish APIs built in its visual interface. Floatbot says developers can extend the platform with APIs and pro code options, but its developer center documents the no code studio and outbound JSON API calls, with no public reference for creating agents, starting calls or campaigns, or reading conversations from outside code. Sourcefloatbot.ai/developersread 2026-10-18
Testing, Debugging & Optimization	Full
Teams add and run test cases to validate an agent's performance before going live, test many utterances at once against the intent rules and read the detection accuracy, and try agent behavior in the Service Terminal before deployment. After launch, goal based reports, conversational insights and API logs show where agents fall short, and Enterprise plans support custom NLP, speech and language model tuning. Sourcefloatbot.ai/floatbot-unoread 2026-10-18
Browser / Computer-use	Not documented
Agents reach other systems through API tools, JSON API calls and prebuilt connectors to contact center, insurance and banking software, and FloatSpace extracts data from documents and emails. Co browsing lets a live chat agent guide a customer on a web page, which is a person's tool rather than the agent driving a browser, and nothing has the agent operate a browser or desktop session itself. Sourcefloatbot.ai/developers/agent-mread 2026-10-18

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Lite $119 a month ($99 yearly); Essential $2,499 ($1,999); Growth $6,199 ($4,999); Enterprise custom

Monthly or yearly plan with a bundle of voice minutes or chat sessions and a concurrency limit

Trial available

Included quota

Lite 500, Essential 10,000 and Growth 25,000 voice minutes or chat sessions a month, with 2, 25 and 75 concurrent calls and 10, 100 and 500 concurrent chats.

What is public

Every tier price monthly and yearly, included minutes or sessions, concurrency, knowledge limits and history retention.

Billing mechanics

Tiered monthly or yearly plans with a usage bundle; Enterprise custom.

Cost watchouts

Twilio or Plivo telephony charges sit with the customer's own account, Agent Assist and NEO are priced separately, and the overage rate beyond a bundle is not published.

Variable cost rationale

Each plan bundles a fixed number of minutes or sessions, so cost steps up by tier as volume grows, and 60 second voice pulses round short calls up.

Additional watchouts

The jump from Lite to Essential is large, from $119 to $2,499 a month.

Overage / add-ons

A chat session covers up to 15 minutes of chat, so a 20 minute chat counts as two; voice is billed in 60 second pulses. An overage rate beyond the bundle is not shown.

Sales call required

Mixed (some tiers require a call)

Free / trial

14 day free trial, no credit card required

Lowest paid plan

Lite at $119 a month, or $99 billed yearly, for 500 voice minutes or chat sessions

Commercial notes

Yearly billing saves 20%, and a 14 day trial needs no card.

Key ambiguities

No overage rate is shown for minutes or sessions beyond a plan's bundle.

Support SLA / resale

Floatbot runs a partner program and the Floatbot Academy for training.

Missing data

Overage rates and Enterprise terms.

Agentic Index verified 2026-10-18

Official pricing page

Data confidence: high