Overview of White Swan Chat

Fully white-labeled communication tool enabling seamless, real-time support

White Swan Chat is a fully white-labeled communication tool that enables seamless, real-time support throughout the insurance journey. It brings together your team, your clients, and White Swan’s support infrastructure in one unified interface.

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The chat can operate as:

• A standalone chat experience that opens in its own dedicated view.

• An expandable widget that sits in the bottom-right corner of your site or embedded experience.

When enabled for clients, the chat appears automatically across all client journeys. Business users can additionally use it to communicate directly with White Swan support.

The chat interface will also serve as the foundation for our upcoming AI-powered agent, allowing you to transition smoothly to automated support and next-generation insurance client journeys as these capabilities are released.

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Key capabilities include:

• Full white-label styling and branding

• Human-to-human chat for both clients and business users

• File and image sharing, with drag-and-drop support

• Voice-to-text input (with keyboard shortcuts)

• Optional meeting scheduling directly from the chat

• Notification routing to selected users on your team

• Contact information prompts when needed

• Secure 2FA for unrecognized devices

• Standalone deep links for continued client communication

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The chat is designed to be flexible enough to support both support workflows today and AI-assisted workflows in the future.