Your customers ring about a failed UPI and get a queue
The agent chases pending KYC, answers card and UPI questions from your notes, rings about flagged transactions and passes anything risky to your people.
The customer started, stopped at one step, and no one has rung to say which step it was.
A worried customer rings the branch, the helpline and the branch again, and repeats the story each time.
So a real alert has to be short, ask for nothing secret and leave the customer free to ring you back.
Where a bank customer loses patience
Agents are set up not to ask for an OTP, PIN, CVV or password, not to move money, block a card or decide a dispute. Those limits live in the rules you approve and test. Consent and banking rules stay your responsibility.
KYC stops at one small step
A document, a signature or a video slot is missing. The account sits half open, and the customer does not know what you are waiting for.
Routine requests fill the branch line
Statements, cheque books, card limits and app setup take your staff away from the customer at the counter.
Failed UPI and card calls repeat
A customer who has lost money for a day rings three times, and each person starts from the beginning.
Fraud alerts have to be fast and careful
A flagged transaction needs a quick yes or no from the customer. It must not sound like the scam calls they have been warned about.
Relationship managers cannot ring everyone
A big book gets a call at renewal time or not at all, and a quiet account is noticed after it has moved.
- KYC step explained
- Clear yes or no
- Moved to your fraud desk
Routine questions answered. Anything risky goes to your people.
The agent chases pending KYC and answers card and UPI questions from your notes. On a flagged transaction, it asks one question.
- The agentSays what is pending from your record, and answers from your notes
- The agentAsks if the customer recognises a flagged transaction
- Your teamFraud desk takes it if they do not, and does the rest
What your team should watch.
KYC pending past your date
Customers still stuck at a step when your deadline arrives.
Reminder calls ahead of the date say which step is pending, and the answer lands on the contact.Flagged transactions confirmed
Alerts where the customer actually gave a yes or no.
A workflow places the call, tries again on the gap you set, and passes every no to your fraud desk.Repeat calls about the same case
How often one failed payment comes back to your staff.
The first call saves the details, so the next person starts with them.Branch time on routine calls
Staff hours spent on questions your notes can answer.
The agent takes the routine questions first and hands over the rest.From account opened to a customer who stays
A bank rarely loses a customer in one moment. It happens across small steps nobody rang about.
The shape is a picture of the idea, not measured data.
- The form is in, and the customer does not know what comes next.
- One missing step holds the account back, and nobody rings.
- The account opens, the card sits in a drawer and the app is never set up.
- A failed payment meets a long queue, and trust goes with it.
- A flagged transaction waits because no one reached the customer.
- A quiet account moves elsewhere before anyone asks why.
The jobs, drawn as they run.
Each job is a workflow you can change, step by step. WhatsApp and SMS use your own connected account, from the Growth plan.
Say which step is pending, and nothing more
The agent rings customers your team has listed and says what your record shows is still pending. KYC itself stays on your own process: the call takes no documents and no secret details.
A customer who knows the one step left- CRMCustomers with KYC pending join a campaign
- Voice callAgent confirms the person and says which step is pending
- WhatsAppIf they agree, workflow sends the steps by approved template
- WaitWaits until shortly before your date
- Voice callSecond call if your record still shows it pending
- Your teamStuck or disputed: callback from your branch
From your list to live calls.
No engineering team needed for any of this.
- 1
Bring your leads
Upload a CSV, connect Google Sheets or Facebook lead forms, or send them from your CRM.
- 2
Pick the job
Start from a ready-made agent where there is one, describe the job to Build with AI, or start blank.
- 3
Test it yourself
Talk to the agent in your browser. It takes test calls only until you press Go live.
- 4
Go live and watch
Add the numbers our team assigns you, set your calling hours, and watch each outcome as it lands.
It should sound like banking.
The thing that gives an AI away isn't the voice, it's the silence around it. Put the right room behind your agent, and cover the real waits. Press play: this is the actual audio, not a mock-up.
A bank's desk should sound steady and private. Someone hearing about a flagged transaction needs calm, not a crowd.
Played only when the wait is real, like a specialist joining or a colleague's phone ringing. A one-second pause stays silent, the way it would with a person.
The agent rings your branch or fraud desk, before anything on the account changes and drops them into the same live call, with the context handed over, so your customer never starts again. If nobody answers it takes a callback rather than promising someone who isn't coming. A supervisor can listen to any call, send the agent a private note the caller cannot hear, or take over entirely.
See how a handoff worksBanking questions, answered.
Are these agents real?
Can I change what the agent says for my banking business?
Which languages can it speak?
What does it do about calling rules?
Can a person take over a call?
How long does it take to get started?
What does it cost?
Let your branch staff look up from the phone
Try a test call as a worried customer with a failed payment, and use no real account details. WhatsApp and SMS steps run on your own connected account, from the Growth plan. Email steps, hand-over to a person, Desks and Workspace come with Professional and Enterprise.