Automate interactions and deliver instant resolutions with the Banking Customer Service AI Agent. Ready to deploy across your website and WhatsApp in minutes.
Customers struggling to log into mobile banking or complete a digital task abandon the app and call the branch instead, undoing the whole point of offering digital self-service.
Customers can't find where to complete common tasks (transfers, bill pay, mobile deposit) within the app.
Password resets, two-factor authentication problems, and account lockouts push customers back to phone support.
Customers starting a new account application online abandon it when they hit a confusing step.
Customers don't know about digital features (mobile deposit, budgeting tools) that would reduce their need to visit a branch.
Walks customers through completing common digital tasks like transfers, bill pay, and mobile check deposit.
Helps resolve login issues, two-factor authentication problems, and account lockouts.
Guides customers through completing an online account application and escalates stuck applications to a banker.
I'm trying to deposit a check through the app but can't find the option.
It's under the 'Deposit' icon on your home screen — tap it, then 'Mobile Check Deposit.' Want me to walk you through capturing the photos?
Yes please, and also my two-factor code never arrived last time I tried.
Let's fix that too — I can resend a code now, or switch your two-factor method to email if SMS keeps being unreliable for you.
This template comes pre-configured with everything you need to launch quickly.
Your agent doesn't replace your existing tools. It works with them.
Deploy agent on your WhatsApp number
Embed on specific pages and flow
Common questions about deploying the Banking Customer Service AI agent.
Yes, it walks you through the exact steps within the app for tasks like transfers, bill pay, and mobile deposit.
Yes, it can resolve most login and two-factor authentication issues directly, including unlocking accounts.
Yes, it identifies where you got stuck in the application and either helps you complete it or connects you with a banker.
Yes, it can point out relevant digital features like mobile deposit or budgeting tools based on what you're trying to do.
