Banking
The banking chatbot that clears card and transfer questions first
Answer card blocks, transfer limits, fees and branch questions from your published terms, trace payments through your systems and route fraud to a person fast. A chatbot for banks that never improvises.
- Published policy only
- Fraud goes to a human
- WhatsApp & SMS
Live conversation
Banking Chatbot
Online — cards + transfers
Jobs it gets done
The problem
A chatbot for banks that quotes your published terms
Agentency is trained on your fee tariff, card terms, limits policy and branch pages, so every answer cites the document it came from. Account steps run through confirmation-gated Call Actions, and anything it cannot verify goes to a banker with the transcript.
Everyday account questions that clog the branch line
Four everyday questions that queue up behind real account problems.
Card-block and PIN questions swamp the line
Blocked cards and forgotten PINs fill the contact center every day. The chatbot reads the card status, explains the block and walks the customer through the in-app fix in minutes.
Transfer limits are quoted from memory
An agent quoting last year's limit causes a failed payment and a complaint. The chatbot quotes the current limits policy and cites it, for every customer, every time.
Branch hours and documents lists go stale
Customers arrive without the right ID because a page or a person was out of date. The chatbot answers from your live branch pages and the published documents list.
Fraud scares need a human, fast
A worried customer should never be stuck in an FAQ loop. The chatbot recognizes fraud language, tells them to freeze the card in the app and routes them to your fraud team at once.
What it does
What the banking chatbot handles for you
Every answer comes from material you control, and the chatbot declines rather than guessing.
Card and transfer how-tos
Explains how to freeze a card, reset a PIN, add a payee or send an international wire, step by step from your help center and app guides.
Published fee and limit answers
Quotes transfer limits, FX margins, overdraft fees and account charges from your current tariff, with the document cited so nothing comes from memory.
Branch and document lists
Gives branch hours, addresses and the exact ID and proof-of-address documents needed to open an account, from the pages your branch team maintains.
Secure handoff on fraud
Detects fraud or scam language, tells the customer to freeze the card in the app and passes the chat to your fraud team instead of answering itself.
Captures the callback
Takes the customer's name, topic and preferred time, then books a callback with the right team through a Call Action — no account numbers needed in chat.
Hands the agent the transcript
Passes the full conversation, the steps already tried and the case reference to a human agent, so the customer never has to repeat the story.
How it works
Live on the service line in minutes
No integration project, no model training, no data team.
Add your account knowledge
Crawl the pages, upload the PDFs, or paste the text you already maintain. Training runs in the background.
Check the answers
Use the built-in test chat to ask the questions your team is tired of. Every answer shows the source it came from.
Install on your channels
Paste one script tag or connect WhatsApp, Telegram and Messenger from the dashboard — one knowledge base.
Watch the real questions
Conversations show which answers are missing, so you fix the document rather than arguing with the model.
What you can rely on
24/7
Coverage for everyday account questions outside branch hours
10
Channels one chatbot can answer on, from one knowledge base
90+
Reply languages from the knowledge you provide
Answer banking questions on every channel
The same chatbot, the same account knowledge, on the website widget and the messaging apps your audience already uses.
- Web widget
- WhatsApp
- SMS
- Custom API
FAQ
Frequently asked questions
What teams ask before putting a chatbot in front of banking conversations.
Still have a question?
Talk to a human. We reply by email, usually within one business day.
See it answer your account questions
Create a chatbot, upload what you already have, and ask it the questions your team is tired of answering.
- Set up in minutes
- Free forever plan
- Cancel anytime