Banking conversations that verify before they ever promise
From a balance check to a loan status update, agents authenticate the caller and stay inside strict guardrails before touching anything sensitive.
Retail banking line
Inbound call · OTP verified
“What's the status of my personal loan application?”
- toolauth.send_otpsucceeded
- toolauth.verify_otpsucceeded
- toolloans.get_statussucceeded
Verified · application approved, documents pending
What the agent handles
Inquiries, applications and collections, verified first.
Account & transaction inquiry
Authenticate the caller via OTP before disclosing an account balance or mini-statement.
Card & loan application status
Report application, rejection, or document-checklist status without a human pulling up the file.
Collections & payment reminders
Send outbound payment reminders inside permitted calling hours, with a hardship-program path built in.
KYC & onboarding
Coordinate identity capture and document verification for new customer onboarding, flagging mismatches for review.
Connects to
The systems you already run.
Agents read and write to these mid-conversation. Running something else? We can usually connect it through REST, a database tool or the MCP registry.
- Core banking API
- OTP gateway
- KYC provider
Salesforce
Don’t see your fit? Ask us anyway.
The integration catalog grows every week. If you run on a system we don’t support yet, we can usually add it.