Customer Service Agent for Banks
Currently available for the India region only. For other regions, please contact us.
Simplifai has tailored this Emailbot for customer support in Banks. Emailbot helps banks build an extra muscle in customer service.
It is trained to handle inquiries from customers. It can handle inquiries related to accounts, loan applications, card services, and more. It can be integrated with back-office systems and CRM, and it can be adapted to handle different work processes.
Product description
The emailbot can classify, interpret and extract information from emails using artificial Intelligence and natural language processing. The emailbot can identify different email types and entities, and you can customize the process flow and add connectors to integrate with 3rd party systems using APIs. You can configure different email addresses from which the bot should read emails and decide where to send the response. You can customize email response templates to be used by the bot to respond to customers. You have access to different dashboards to check the performance of the bot.
Email types
- Account Inquiry
- Loan Inquiry
- Card Services
- General Inquiry
- KYC related
Enities
- Name
- Address
- Phone Number
- Card Number
- Amount
- CRN
- IFSC
- Account Number
Modules
- Emailbot
Language(s)
- English
Intents
The emailbot is pre-trained to handle inquiries like “how to open a savings account", “I want an account statement", “I want to close my current account” and more. You can further train the bot in simplifai studio to identify other intents.
Account inquiries
- Open Savings account
- Open Current account
- Open Pension account
- Close Savings account
- Close Current account
- Close Pension account
- Account Grievance
- Chequebook request
- Application Issue
Loan inquiries
- Personal Loan inquiry
- Gold Loan inquiry
- Auto Loan inquiry
- Home Loan inquiry
- EMI relaxation
- Loan Grievance
- General Loan inquiry
Card Services
- Card inquiry
- Card Replacement
- Request debit card
- Request credit card
- Card grievance
KYC related inquiries
- Update KYC request
- Unblock account
General inquiries
- UPI inquiry
- Track request
- New offers
Action flow
You can create and customize action flows in the emailbot. It is easy to add a new action flows for different email types and define rules of action. An example will be provided for you in simplifai studio.Integration
The emailbot can be integrated with most systems using APIs. In simplifai studio you will find the list of APIs available. See some examples of integrations and configurations you can do below.
Dynamics 365 CRM
- Fetch/Update Customer Details
- Check status of account/KYC
- Fetch Account statement
- Create account
- Create Case
Salesforce CRM
- Fetch/Update Customer Details
- Check status of account/KYC
- Fetch Account statement
- Create account
- Create Case
Freshdesk
- Create Ticket
- Fetch/Update Ticket Status
Zendesk
- Create Ticket
- Fetch/Update Ticket Status
How it works
The emailbot can be integrated with most systems using APIs. In simplifai studio you will find the list of APIs available. See some examples of integrations and configurations you can do below.
