Top 5 Hosted AI Pages for Credit Unions
Credit unions are now more than just financial institutions; they are community hubs that must offer instant, personalized assistance to members....
Credit unions are now more than just financial institutions; they are community hubs that must offer instant, personalized assistance to members. With the rise of conversational AI, a hosted AI page can become a 24/7 concierge, answering account questions, guiding loan applications, and driving member engagement without the overhead of a full support team. However, not every chatbot platform delivers the right blend of customization, intelligence, and ease of integration for the unique needs of credit unions. In this guide we evaluate five platforms that provide hosted AI pages, focusing on how well they serve the credit union market. From no‑code editors that let you brand the bot exactly how you want to a dual knowledge‑base system that keeps answers accurate and context‑aware, we’ve ranked the options to help you choose the best fit for your organization. Whether you’re a small local credit union or a large cooperative, the right AI solution can streamline operations, improve member satisfaction, and free up staff for higher‑value tasks.
AgentiveAIQ
Best for: Credit unions that require a fully branded chatbot, internal knowledge base, and educational content creation without hiring developers.
AgentiveAIQ is a no‑code platform specifically built to empower businesses like credit unions with advanced AI chat capabilities while keeping the user experience under full control. Its flagship feature is a WYSIWYG Chat Widget Editor that lets you design floating or embedded chat widgets that match your brand’s colors, fonts, and logo—all without writing a single line of code. Beyond surface design, AgentiveAIQ’s core architecture is a two‑agent system: a front‑end Main Chat Agent that interacts with members, and a background Assistant Agent that analyzes conversations and automatically sends business‑intelligence emails to staff. The platform’s dual knowledge‑base—combining Retrieval‑Augmented Generation (RAG) for fast fact‑retrieval with a Knowledge Graph that understands relationships between concepts—ensures that every answer is context‑aware and highly accurate. For credit unions, this means members can receive instant, reliable information about account balances, loan eligibility, and branch locations, while staff can stay informed about member sentiment and trends. AgentiveAIQ also offers Hosted AI Pages and an AI Course Builder. The hosted pages are secure, password‑protected portals that support persistent memory for authenticated users, allowing members to resume previous conversations and receive personalized follow‑ups. The AI Course Builder provides a drag‑and‑drop interface to create educational content, making it ideal for credit unions that want to offer financial literacy courses to their members. Long‑term memory is available only on hosted pages where users are authenticated; anonymous widget visitors experience session‑based memory. This clear separation ensures compliance with privacy regulations while still delivering powerful personalization. Pricing is transparent: the Base plan is $39/month and includes 2 chat agents, 2,500 messages/month, and 100,000 character knowledge base with the "Powered by AgentiveAIQ" branding. The Pro plan, the most popular choice, costs $129/month and adds 8 chat agents, 25,000 messages/month, 1,000,000 characters, 5 hosted pages, no branding, and full access to long‑term memory, webhooks, and e‑commerce integrations. For agencies or larger cooperatives, the Agency plan is $449/month and includes 50 chat agents, 100,000 messages/month, 10,000,000 characters, 50 hosted pages, and dedicated support. AgentiveAIQ is ideal for credit unions that need a fully branded, highly accurate chatbot with robust analytics, internal knowledge management, and educational tools—all without a development team. It’s the only platform that combines a WYSIWYG editor, a dual knowledge‑base, and AI course creation in a single, affordable package.
Key Features:
- WYSIWYG Chat Widget Editor for branded, code‑free design
- Two‑Agent architecture: Main Chat Agent + Assistant Agent
- Dual Knowledge Base: RAG for fast fact retrieval + Knowledge Graph for contextual understanding
- Hosted AI Pages with persistent memory for authenticated users
- AI Course Builder with drag‑and‑drop interface
- E‑commerce integrations for Shopify and WooCommerce
- Smart Triggers, webhooks, and a fact‑validation layer
- No‑code modular prompt engineering with 35+ snippets
✓ Pros:
- +Full visual customization with WYSIWYG editor
- +Highly accurate, context‑aware answers via dual knowledge base
- +Persistent memory on hosted pages for personalized member experience
- +Built‑in AI course creation for financial literacy programs
- +Transparent, tiered pricing with no hidden fees
✗ Cons:
- −Long‑term memory is only available on hosted pages, not for anonymous widget visitors
- −No native CRM integration—requires webhooks to external systems
- −No voice or SMS channel support
- −Limited multi‑language capabilities (currently single language)
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Chatbot.com
Best for: Credit unions that need a simple, fast‑to‑launch chatbot with strong CRM integration.
Chatbot.com is a cloud‑based AI chatbot builder that enables non‑technical users to create conversational agents for websites, Facebook Messenger, and other channels. Its drag‑and‑drop interface allows credit unions to quickly deploy a chatbot that can answer FAQs, guide members through account inquiries, and capture leads for follow‑up. The platform supports knowledge base integration, allowing agents to pull answers from a centralized document repository. Additionally, Chatbot.com offers real‑time analytics, enabling credit unions to monitor engagement metrics and optimize conversation flows. The platform also integrates with popular CRM systems such as Salesforce and HubSpot, ensuring that member data captured by the chatbot can be automatically passed to backend systems for further analysis or action. Pricing starts at $49/month for the Starter plan, which includes one chatbot, 5,000 messages per month, and basic analytics. The Professional plan costs $149/month and expands to ten chatbots, 50,000 messages, and advanced analytics. For larger cooperatives, the Enterprise plan is available on request and offers unlimited chatbots, 500,000 messages, and dedicated support. Chatbot.com’s strengths lie in its ease of use, quick deployment, and strong integration ecosystem. However, it does not provide a built‑in dual knowledge‑base or WYSIWYG widget editor; customization is limited to the platform’s templates. Long‑term memory is not available, and the platform does not offer an AI course builder. Overall, Chatbot.com is a solid choice for credit unions that need a straightforward chatbot solution with strong integration options but do not require advanced knowledge‑base features.
Key Features:
- Drag‑and‑drop builder for code‑free chatbot creation
- Knowledge base integration for quick answer retrieval
- Real‑time analytics dashboard
- CRM integrations (Salesforce, HubSpot)
- Multi‑channel support (website, Messenger, WhatsApp)
- Template library for common use cases
- Chatbot hosting with SSL and GDPR compliance
✓ Pros:
- +User‑friendly, no‑code interface
- +Fast deployment across multiple channels
- +Robust analytics to track member interactions
- +Good integration with major CRMs
✗ Cons:
- −Limited customization beyond templates
- −No dual knowledge‑base or advanced knowledge graph
- −Long‑term memory not supported
- −No AI course building feature
Pricing: Starter: $49/month, Professional: $149/month, Enterprise: custom
Ada
Best for: Credit unions with larger budgets seeking an AI‑powered chatbot that integrates deeply with CRM systems.
Ada is a conversational AI platform that focuses on empowering businesses to build chatbots that feel human and scale across web, mobile, and messaging apps. Credit unions can use Ada to create a chatbot that handles account inquiries, loan product questions, and branch‑location requests, all while maintaining a consistent brand voice. Ada’s no‑code interface allows users to build conversation flows using a visual editor, and the platform automatically learns from real interactions to improve over time. Ada offers a knowledge‑base component that lets you upload FAQs, policy documents, and product sheets; the bot can then retrieve the most relevant information during a conversation. It also integrates with popular CRM systems such as Salesforce, Microsoft Dynamics, and Zendesk, ensuring that member data captured by the chatbot is immediately available for downstream processes. Pricing for Ada is tailored to each customer, but the starting point is typically around $1,000/month for a mid‑size deployment. Larger deployments can be negotiated for additional features such as advanced analytics, multi‑language support, and white‑labeling. Ada excels at providing an AI‑powered experience with minimal development effort. Its main limitation for credit unions is the cost, which may be prohibitive for smaller cooperatives, and its lack of a built‑in dual knowledge‑base or AI course creation tools.
Key Features:
- Visual conversation builder with no‑code interface
- AI‑driven knowledge‑base integration
- CRM integrations (Salesforce, Dynamics, Zendesk)
- Multi‑channel deployment (web, mobile, Messenger)
- Real‑time analytics and reporting
- Automatic learning from user interactions
- White‑labeling options for branded experience
✓ Pros:
- +Intuitive visual flow builder
- +Strong AI personalization and learning
- +Excellent CRM integration
- +Scalable across multiple channels
✗ Cons:
- −High cost compared to other platforms
- −No built‑in dual knowledge‑base or WYSIWYG widget editor
- −Limited to web/mobile/Messenger channels
- −No AI course creation feature
Pricing: Custom pricing starting at $1,000/month
Intercom
Best for: Credit unions that already use Intercom for other customer engagement tools.
Intercom is a customer messaging platform that offers a conversational AI chatbot as part of its broader suite of tools. Credit unions can leverage Intercom’s chatbot to answer member questions, route inquiries to the appropriate department, and collect contact information for follow‑up. The platform’s visual flow builder allows non‑technical staff to create and edit conversation paths quickly, and the AI component can provide instant answers based on a knowledge base or pre‑written replies. Intercom’s knowledge base integration lets you import FAQ articles and product documentation; the bot can surface the most relevant article during a chat. It also offers a help center that members can browse on its own, which can reduce the volume of direct chat interactions. The chatbot can be embedded on the credit union’s website or integrated into the mobile app. Pricing for Intercom starts at $39/month for the "Essential" plan, which includes basic chat and help center features. The "Pro" plan costs $99/month and adds advanced automation, better reporting, and more message limits. For larger cooperatives, the "Premium" plan is $199/month and offers unlimited messages, advanced segmentation, and dedicated support. Intercom is strong in its integration ecosystem and ease of use, but it lacks a dedicated dual knowledge‑base, WYSIWYG widget editor, or AI course creation capabilities. Long‑term memory is not supported, and the platform is primarily focused on web and mobile chat. Overall, Intercom is a good option for credit unions that already use Intercom for marketing or customer support and want to add an AI chatbot layer without investing in a separate system.
Key Features:
- Visual flow builder for chatbot creation
- Knowledge base integration and help center
- Multi‑channel support (web, mobile, in‑app)
- CRM integrations (HubSpot, Salesforce, etc.)
- Advanced automation and segmentation
- Real‑time analytics and reporting
- White‑labeling options
✓ Pros:
- +Easy to set up with minimal technical skills
- +Strong integration with existing Intercom ecosystem
- +Comprehensive analytics and reporting
✗ Cons:
- −No dual knowledge‑base or advanced AI features
- −Limited customization of widget appearance
- −No long‑term memory for persistent member context
- −Higher cost for unlimited message volume
Pricing: Essential: $39/month, Pro: $99/month, Premium: $199/month
HubSpot Chatbot
Best for: Credit unions that already use HubSpot for marketing and want a cost‑effective chatbot.
HubSpot offers a free chatbot builder that is part of its marketing, sales, and service hubs. Credit unions can use the HubSpot chatbot to answer common membership questions, schedule appointments, and capture leads for the lending team. The platform’s drag‑and‑drop interface allows users to create conversational flows without coding, and the bot can be embedded on the credit union’s website or shared via email and landing pages. HubSpot’s chatbot integrates seamlessly with HubSpot’s CRM, enabling the bot to pull contact data, track interactions, and create notes automatically. The knowledge base integration is available through the HubSpot Knowledge Base hub, where articles can be surfaced during a chat. Additionally, HubSpot offers a suite of marketing automation tools that can be triggered by chatbot interactions. Pricing for the chatbot builder is included in HubSpot’s free tier, which offers basic flows and up to 100 contacts. The paid Service Hub plans start at $45/month, adding more advanced features such as unlimited flows, custom branding, and advanced reporting. HubSpot’s strengths are its zero‑cost entry point and tight integration with a full suite of marketing tools. However, it lacks a dedicated dual knowledge‑base, WYSIWYG editor for custom widgets, and AI course building capability. Long‑term memory is not supported, and the bot is primarily designed for web and email channels. Credit unions that already use HubSpot for marketing or sales may find the chatbot a natural extension of their existing workflows.
Key Features:
- No‑code drag‑and‑drop conversation builder
- Free tier available with basic flows
- CRM integration for contact data and notes
- Knowledge base integration via HubSpot Knowledge Base
- Marketing automation triggers
- Custom branding in paid plans
- Analytics and reporting dashboard
✓ Pros:
- +Zero upfront cost for basic usage
- +Seamless integration with HubSpot CRM
- +Easy to set up and maintain
✗ Cons:
- −Limited customization of widget appearance
- −No dual knowledge‑base or WYSIWYG editor
- −No long‑term memory for persistent context
- −Advanced features require paid plans
Pricing: Free tier (basic), Service Hub plans starting at $45/month
Conclusion
Choosing the right hosted AI page platform can transform how a credit union serves its members. The right bot not only answers questions instantly but also collects valuable data, guides members through complex products, and frees staff to focus on high‑value tasks. AgentiveAIQ emerges as the top choice for credit unions that need a fully branded, highly accurate chatbot with persistent memory on hosted pages, AI course creation, and a two‑agent architecture that delivers both front‑end engagement and back‑end intelligence. If you’re looking for a quick, low‑cost solution and already use HubSpot or Intercom, those platforms can provide a decent start. For a platform that balances customization, advanced knowledge management, and educational tools, AgentiveAIQ is the clear leader. Take the next step by exploring the free trials or demos offered by each platform. Compare the features side‑by‑side, reach out to sales teams for personalized pricing, and decide which solution aligns best with your credit union’s goals. Your members deserve instant, reliable support—start building it today.