AI Agent for Banking: Customer FAQ & Internal Knowledge
Support customers and employees with AI trained on your approved content. Answer policy questions, support onboarding, and reduce call volume. Secure infrastructure with GDPR compliance and audit trails.
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Great for
Policy FAQsOnboardingInternal knowledgeSupport deflection
Includes
Knowledge baseRolesEmbedsAnalytics
Grounded answers
from approved sources
Keep responses aligned with the materials your team maintains.
Knowledge base
Connect websites, docs, and structured sources.
Docs and policies
Use policy docs and PDFs as sources.
Scope control
Keep data scoped per workspace and agent.
Roles
Assign access as teams and agents scale.
Improve coverage
over time
Use visibility and controls to keep quality high as volume increases.
Visibility
See what people ask and fill gaps.
Freshness
Refresh sources as content changes.
Agent controls
Tune prompts and tools per agent.
Multi-model
Choose models per chat in one workspace.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Fewer repetitive questions across channels
- Faster answers grounded in your sources
- Cleaner handoffs when humans take over
- Visibility into what people ask most