Smart Skill: Financial Lending

View my Mini Statement

This Smart Skill will help the user with the mini statements of their account

view-my-mini-statement-flow

Capabilities


  • The IVA will be equipped to assist the user with their account statements
  • The IVA will first verify the users account
  • The IVA will then fetch the users account details via the GET ACCOUNT DETAILS API
  • Then the IVA will share a mini statement with the user via the SHARE MINI STATEMENT API

APIs Needed

Unique request ID

Request

Unique request ID

{
"user_id": "USRID123"
}

Response:

Response will be the user account details

{
"account_name": "abc",
"account_number": "7531357943",
"account_balance": "25364"
}

SHARE MINI STATEMENT API

Request

Account Details and user email ID

{
"account_name": "abc",
"account_number": "7531357943".
"account_balance": "Rs. 25364",
"email": "xyz@gmail.com"
}

Response

 Response will be the status of the request

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.

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