Vida is the AI Agent Operating System — a platform for building and managing AI omnichannel phone agents. Whether you're a small business or an enterprise, Vida Agents answer calls, texts, and messages instantly, 24/7, with enterprise-grade reliability.

What is an Omnichannel Agent?

All Vida Agents are omnichannel by default. That means they can send and receive communications across multiple channels — including voice phone calls, texts, emails, web chat, and even web calls. No matter where your customers reach out, your agent can respond instantly and consistently.

What is an AI Agent Operating System?

An AI Agent Operating System (OS) is a complete suite of tools that lets you and your team create, deploy, and manage AI agents across every channel. It includes everything needed to build agents, sync agents, connect data sources, monitor performance, and scale securely — all in one place. The OS powers your agents and gives your team and enterprise full control over how they work.

What is a Vida number?

A Vida Number is your dedicated AI-powered phone line. Every call or text to this number goes directly to your Vida Agent, so your business is always reachable. By signing up for a Vida subscription, you will have the option to select a local Vida number.

What can Vida Agents do?

Vida Agents can do whatever you tell them to do. Common use cases include qualify leads, schedule appointments, handle support requests, handle intake forms, triage leads, after-hours support, and much more. They integrate with your existing tools to keep everything in sync, giving your team more time to focus on what matters.

How do I create a Vida Agent?

To create a Vida agent simply describe what you want your agent to do, choose a number, and you're ready to go. Vida's no-code interface handles the rest. No setup complexity, no coding required.

Can Vida work with my existing business systems?

Yes. Vida connects to your calendars, CRMs, ticketing systems, webhooks, and can even work with custom integrations through our API and native connectors. Your agents fit seamlessly into your workflow, not the other way around.

Is my phone number safe with Vida?

Yes. You can forward calls to Vida to protect your main line from spam and missed calls. Your number stays yours. Vida simply ensures it's always answered.

Can I use Vida with my existing cell number?

Yes. You can forward calls from your mobile number to your Vida Agent. Contacts will still reach you directly, while new or unknown callers can be routed to your agent. Setup takes just a minute in the OS.

Can my Vida Agent handle text messages sent to my personal cell number?

No. Your Vida Agent can only send and receive texts through your dedicated Vida Number. However, you can still forward calls from your personal number to your agent for full call coverage.

Is Vida HIPAA compliant?

Yes. Vida signs BAAs and Vida's infrastructure and data-handling processes are designed to meet HIPAA requirements for safeguarding Protected Health Information (PHI). We maintain strict encryption, access control, and audit protocols to ensure compliance for healthcare-related use cases. All ePHI is redacted and not stored on HIPAA accounts.

Is Vida SOC2 certified?

Yes. Vida undergoes regular independent SOC 2 Type II audits to verify that our systems meet rigorous standards for security, availability, and confidentiality. These reports confirm that Vida follows industry best practices for data protection and operational integrity.

Does Vida manage telecom compliance?

Yes. Vida abides by all STIR/SHAKEN and TCR policies, and automatically manages telecom and messaging compliance. This includes carrier registration, A2P 10DLC verification, and opt-in/opt-out handling — to keep your communications compliant with FCC, TCPA, and carrier regulations. This ensures your agents operate legally and reliably across all supported channels.

Can outbound calls be made from the agent?

Yes, outbound calls can be made using the Vida OS. Outbound calls can be initiated via API, CRM Integration, or via the front-end UI using a .csv file.

Can outbound SMS/text messages be sent from the agent?

Yes, outbound text messages can be sent using the Vida OS. Outbound text messages can be initiated via API, CRM Integration, or via the front-end UI using a .csv file.

What is Vida Operator?

Vida Operator is another named used to refer to the Vida AI Agent workflow and operations compatibility. All Vida Agents are OpenClaw compatible, and come out of the box with skills and templates allowing them to handle a variety of workflow tasks. Those tasks included, but aren't limited to: browser control, CRM automation, messaging, task management, data retrieval, social engagement.

OpenClaw is an open-source, autonomous AI agent that runs typically runs locally on a user's machine (PC/VPS) to automate tasks and execute shell commands. Vida AI Agents are compatible with OpenClaw and can do anything OpenClaw AI agents can do. However, it is important to note that unlike OpenClaw, Vida AI Agents are deployed in the cloud surrounded by an enterprise-grade secure environment, and they do not need to be deployed unsecurely, on your local machine.

AI AGENTS FOR Financial services

AI Agents for Banks, Lenders, and Investment Firms

Loan inquiries, portfolio questions, payment reminders, and account updates don't stop at 5pm. Vida's AI agents for financial services handle communication and operations around the clock while keeping every interaction compliant and auditable.

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Stop Losing Clients to Missed Calls and Manual Follow-Up

Clients expect instant answers on rates, balances, and portfolios. Vida AI Agents handle the conversations and the operations behind them.

Answer Every Inquiry

Whether it's a loan question at midnight or a balance check during peak hours, Vida agents respond instantly across voice, text, and chat.

Automate Loan and Payment Operations

From application follow-ups to payment reminders and document collection, Vida keeps the pipeline moving without manual work.

Maintain Compliance at Every Step

Every interaction is logged, encrypted, and auditable. Your team stays focused on relationships, not recordkeeping.

Smart

Automate Financial Services Operations From Applications to Payments

Vida agents do more than answer questions. They send payment reminders, follow up on incomplete applications, collect documents, update account records, and sync data across your core systems. Your team stops chasing paperwork and starts closing loans.

Add an AI agent to your team

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MEMORABLE

Every Customer Conversation, Covered

A first-time borrower asking about rates. An existing customer checking a payment date. A collections call that needs a human touch. Vida agents handle the routine conversations in your institution's voice and route the complex ones to the right person instantly.

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compliant

Built for Regulated Industries

Financial services demands airtight security. Vida agents operate in a SOC 2 Type II-compliant environment with encrypted data, strict tenant separation, and full audit trails. Every call, text, and task is logged and observable.

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Call a Vida AI Agent

Try it out yourself, and talk to a live Vida AI Agent.

Call an Agent

Text an Agent

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Why Insurance Financial Service Companies Vida

Answer every inquiry, automate loan operations, and deliver the service your customers expect.

Omnichannel Communication

Handle client inquiries across voice, text, email, and webchat from one system.

Intelligent Call Routing

Route loan inquiries, portfolio questions, and collections calls to the right team instantly.

Automated Follow-Ups & Reminders

Send payment reminders, application follow-ups, and document requests.

Core System Integration

Sync client data with your LOS, CRM, portfolio management, or core banking platform.

SOC 2 Type II Compliant

Encrypted data, strict tenant separation, and full audit trails on every interaction.

Scales With Your Portfolio

From a local credit union to a national lender, Vida AI agents grow with your business.

Frequently Asked Questions

Get answers to common questions about deploying AI agents.

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