Smart Skill: Financial Lending 

Open account

This Smart Skill will assist the user with opening a new account

open-account-flow

Capabilities

  • The IVA will be equipped to assist the user with opening a new account
  • The IVA will ask the user to select the type of account - Mutual Funds, Fixed Deposit etc.
  • The IVA will collect the user’s information like name, email, and phone number
  • The IVA will then process the application via the NEW ACCOUNT APPLICATION API

APIs Needed

NEW ACCOUNT APPLICATION API

Request

User details such as name, email, phone number

{
"user_name": "abc",
"phone_number": "9876543216",
"email": "xyz@gmail.com"
}

Response

 Response will be the status of the application submission

Success
{
"status": "success"
}
Error
{
"status": "failed"
}
Pre-Built Integrations

Pre-built Integrations 

Seamlessly integrate your IVA with the rest of your contact center infrastructure including CRM, ERP, and ticketing systems using our native python-based Code Editor. Seamlessly exchange information between the IVA and other applications using open, flexible Webhooks and APIs.

Omni channel platform

Available on channels 

Be where your customers are by easily streamlining your support across multiple channels. Deliver two-way conversations that are natural, personalized, and contextual from one interaction to the next, across various platforms. Make customer experience seamless while maintaining a unified and consistent brand voice across marketing, sales, service, and support.