Approved answers only. Sensitive requests to the right people.
The agent answers from the fees, rates and procedures you approve, and hands account changes and anything sensitive to authorized staff.
Account change. Handed to authorized staff. The agent does not collect account details
Routine questions to the agent. Judgment to your team.
The agent answers
- Published fees, rates and charges
- Branch and service hours
- How to use the app and online banking
- Document checklists for applications
Your team handles
- Changes to account details
- Disputes and complaints
- Anything involving personal account information
- Fee waivers, with approval workflows in early access
Where your customers reach you.
Website chat
Answers from approved content only.
Shared inbox
Sensitive requests routed to authorized staff.
Phone
Calls through 3CX on the Professional plan, in early access.
Questions
Can I limit what the agent says?
Yes. It answers only from the knowledge you attach and follows your instructions, such as never discussing account balances. Internal sources stay out of customer answers.
Can actions require sign-off?
Approval workflows are in early access. The agent asks an authorized person before an action you configure, and the decision is recorded.
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