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Agentic AI-Powered Transformation for a Crypto Trading Platform

Prometa.ai helped a leading crypto investment platform transform its customer service experience with conversational AI, delivering smarter support and scalable automation through SDK-integrated assistants.

From Challenge to Change

1. Challenge: From Tap & Type to Conversational Interaction

With 7+ million active users, the platform faced growing pressure to scale support operations while improving the investment guidance offered to users.

Their goals included moving beyond click-based interfaces to intelligent conversation, enabling a unified experience across all customer touchpoints.

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2. What We Did: End-to-End Conversational Design

​Over 6 months, we developed and deployed a full agentic AI framework

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  • Designed end-to-end conversational flows and UI

  • Built an Azure-based agentic AI infrastructure

  • Deployed custom SDKs for iOS and Android

  • Delivered a secure, real-time conversational assistant

  • Integrated with CRM and investment data systems

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3. Results & Impacts: 

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The transformation introduced AI-powered assistants that now manage a significant portion of user interactions—boosting engagement while reducing support load.

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  • Enabled scalable voice and chat-based support

  • Increased satisfaction and user trust

  • Handled transactions and investment queries

  • Reduced live-agent workload significantly

  • Delivered a modular SDK solution built for scale

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From Channels to Conversations

This case demonstrates how Prometa’s Agentic AI can convert static service interfaces into dynamic, intelligent, and self-evolving experiences.


The result? More empowered customers and more efficient operations—all within a secure and scalable framework.

Finance needs confidence. Agentic AI delivers it—consistently, securely, and at scale

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