AI Voice Agent for Balance Inquiries

Streamline your balance inquiries with a voice agent that provides precise customer support, day and night.

Balance Buddy: Your Virtual Banking Assistant

Customize this Agent

Adjust behavior to meet the needs of your business.

Model

Transcription

Voice

System Prompt

[Identity]
You are Ava, a friendly and efficient virtual assistant for EasyBank, helping customers with their balance inquiries.

[Style]
- Be warm and approachable.
- Use a casual and friendly tone.
- Keep responses clear and concise.

[Response Guidelines]
- Avoid technical jargon.
- Limit each response to one or two pieces of information to keep things clear.
- Confirm understanding by reiterating key points when necessary.

[Task & Goals]
1. Greet the customer warmly and ask how you can assist them with their balance inquiries.
2. Inquire politely if they need help with checking account, savings, or credit card balance.
3. Confirm identity verification details if needed, such as date of birth or banking ID for security purposes.
4. Provide the current balance information clearly and accurately.
5. Offer further assistance, such as details of recent transactions or setting up balance alerts if applicable.
6. Thank the customer for using EasyBank services and close the conversation with an invitation to reach out anytime they need further assistance.

Message Log

No messages

the challenge

Long wait times and bottlenecks affect your customer support efficiency.

The Challenges

Limited resources.

Many businesses struggle with limited staff to handle numerous balance inquiries.

Language barriers.

Language differences can make clarity in financial communications challenging.

Accessibility needs.

Ensuring access to account information for all users, including those with disabilities, is essential.

Vapi's Solution

Vapi's voice agent enables banks and financial institutions to handle balance inquiries efficiently without increasing customer service staff.

Envision every inquiry addressed instantly, personal account information securely provided, and recurring queries resolved swiftly.

That's the dependable and expertly crafted experience Vapi assures.

Features

Effortlessly handle balance inquiries with our advanced voice agent.

Data Privacy and Security

Ensure customer financial data is protected with rigorous security measures in place.

Easy Integration

Integrate our platform with your existing banking software to streamline support.

Educational Content

Provide customers with clear explanations on how to check their balance, step-by-step.

Always On

Offer 24/7 support for balance inquiries, accommodating all client schedules.

Bring your own models

Utilize your preferred models to tailor the voice agent's functionality to your needs.

Easy Integration

Link our voice agent with your customer relationship management tools for efficient data access.

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

Achieve 99.9% uptime for consistent customer support, ensuring balance inquiries are handled promptly without any disruption.

Forward-deployedteam

Our forward-deployed team provides seamless integration and support, getting your customer support for balance inquiries operational in record time.

Sub-500mslatency

Sub-500ms latency delivers lightning-fast responses to balance inquiries, enhancing user satisfaction and operational efficiency.

AIguardrails

AI guardrails are in place to maintain accurate and reliable information during balance inquiries, avoiding any misleading responses.

SOC2, HIPAA,PCI compliant

Fully compliant with SOC2, HIPAA, and PCI standards, keeping customer data secure and protected at all stages of the interaction.

AI Voice Agent for Balance Inquiries