Callers get answers about cards, balances and loans straight away. Anything that moves money or sounds like fraud goes to a person on the right desk, with the context.
Card numbers, PINs and security codes must not end up in a transcript, and a suspected fraud call must reach a human immediately.
Typical calls it learns to resolve:
The starter pack loads these knowledge-base topics, which you then replace with your own documents.
Guardrails shipped with the pack. It is configured around: PCI-DSS, KYC. That does not make an organisation compliant by itself.
Example routes from the pack. You name your own groups and keywords.
| When the caller mentions | The call goes to | |
|---|---|---|
| fraud | Fraud Desk | first in line |
| card | Card Services | |
| loan | Loan Officers |
Callers can book, move and cancel, and appointments show in your own calendar.
Example hours: Mon to Fri, 09:00 to 16:30. You set your own.
The Banking Operations Health board that comes with the pack.
What a bank can safely hand to an AI voice agent, what must always go to a person, and the guardrails to check before a bank phone line goes live.
Read the guide, 6 minHow to hand an AI voice call to a person without making the caller start again, including browser video calls, alerts to a team and screen sharing.
Read the guide, 5 minBring ten recordings of what your callers ask. We will show you what it resolves and what it hands over.
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