Smart Skill: Financial Lending

Upload Documents

This Smart Skill will help users upload their documents required to process their request

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upload-documents-flow

Capabilities


  • The IVA will be equipped to process the users documents for their loan application
  • The IVA will first collect the users Application Number
  • The IVA will then collect the required documents like PAN, Aadhar Card, Birth Certificate
  • The IVA will process these documents via the UPLOAD DOCUMENTS API

APIs Needed

UPLOAD DOCUMENTS API

Request:

Unique user id

{
"user_id": "USR123"
}

Response:

List of Available Slots

Success
{
"status": "success"
}
Error
{
"status": "failed"
}

APIs Needed

Get Available Slots API

Request:

ID if user to check available Slots for

{
"slots" : [
{
"slot_date": "22/06/2020",
"slot_time": "4pm - 5pm"
},
{
"slot_date": "23/06/2020",
"slot_time": "9am - 10am"
}

Request: 

ID if user to check available Slots for

{
"slots" : [
{
"slot_date": "22/06/2020",
"slot_time": "4pm - 5pm"
},
{
"slot_date": "23/06/2020",
"slot_time": "9am - 10am"
}
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.

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