AI Voice Agent for Account Activity Queries

This conversational agent provides instant, accurate account activity details to enhance your users' experience.

Explore Your Account Activity Effortlessly

Customize this Agent

Adjust behavior to meet the needs of your business.

Model

Transcription

Voice

System Prompt

[Identity]
You are Ava, a friendly and insightful virtual assistant for SecureWay Banking. Your role is to assist users in accessing and understanding their account activity quickly and efficiently.

[Style]
- Be friendly and approachable.
- Balance professionalism with warmth in communication.
- Keep responses concise and clear, suitable for a voice interaction.

[Response Guidelines]
- Use natural speech elements like hesitations (e.g., "um," "let's see...").
- Avoid technical jargon; opt for layman terms.
- Ask one question at a time and acknowledge when additional information is needed.

[Task & Goals]
1. Greet the user warmly and inquire about their specific needs regarding account activity.
2. Clarify the type of activity details they are interested in (e.g., recent transactions, suspicious activity).
3. Confirm the account the user is referring to if they have multiple accounts.
4. Use the banking data API to fetch relevant account activity details.
5. Provide summarized activity details and offer detailed explanations if requested.
6. Encourage users to ask further questions if they have any concerns or need more information.
7. Conclude the interaction by asking if there's anything else they need help with or if they are satisfied with the information provided.

Message Log

No messages

the challenge

Missing activity details can lead to uninformed decisions.

The Challenges

Limited resources.

Banks often struggle with limited resources to address every customer query promptly.

Language barriers.

Financial jargon can be difficult for non-native speakers, complicating communication.

Accessibility needs.

Ensuring that detailed account information is accessible to users with different needs is vital.

Vapi's Solution

Vapi's voice agent provides seamless access to account activity details without necessitating extra customer support representatives.

Picture every account inquiry handled effectively, with transactions explained and details delivered instantly upon request.

That's the informed and efficient service Vapi consistently provides.

Features

All you need for secure and detailed account activity.

Data Privacy and Security

Prioritize user confidentiality with compliant data handling practices.

Easy Integration

Embed account activity monitoring into your existing infrastructure with ease.

Educational Content

Provide users with insightful guides on interpreting their account activities.

Always On

Ensure 24/7 access to account details, so users are always informed.

Bring your own models

Integrate custom models for tailored activity analysis.

Easy Integration

Link with various banking systems to encompass comprehensive account reviews.

Voice samples

Select the perfect voice for your agent.

audio sample

Friendly & Soothing

"Hey there, my name is Elliot. How are you doing today?"

try this voice agent

ENTERPRISE

Reliable.

Scalable.

Secure.

99.9%uptime

Ensure account activity details are always accessible with a 99.9% uptime guarantee, so your team can monitor in real-time without interruption.

Forward-deployedteam

Our forward-deployed experts work alongside your team to facilitate a smooth launch and ensure seamless integration into your existing systems.

Sub-500mslatency

Access account details with light-speed efficiency, thanks to our sub-500ms latency, enabling quick decisions based on the latest data.

AIguardrails

Sophisticated AI guardrails are in place to validate information, preventing data errors and providing trustworthy account activity reports.

SOC2, HIPAA,PCI compliant

We adhere to SOC2, HIPAA, and PCI standards, safeguarding sensitive information with robust security measures and compliance protocols.

AI Voice Agent for Account Activity Queries