What the agent handles
- Books advisor and loan meetings
- Explains hours and branch services
- Routes lost card reports
- Answers general product questions
- Keeps account details with staff
Legal, finance and professional
AI voice agent for Credit unions
Answers member calls about hours, cards and general products, books meetings with advisors and loan officers, and keeps account-specific matters with verified staff.
CallerMy debit card got swallowed by the machine at a gas station, what do I do?
CallerI'd like to book a meeting about a car loan. Is Saturday possible?
CallerIs there a fee to order cheques? And how long do they take?
Where calls go
Member servicesLendingWealth advisorsCard servicesBranch manager
Warm transfer: When a member reports a lost card or transactions they don't recognize, the agent warm-transfers to member services so the card can be locked.
What it books
Advisor, mortgage and loan appointments