SOLUTIONS WORKBENCH
Manage BankAssist with Ease
and create a brand-specific experience for customers
Configure and deploy BankAssist customer segments, branding, and workflows with no code. The Solutions Workbench is the one-stop administration console to manage the experience over time.
FI PERSONALIZATION
Personalize BankAssist
to fit the brand of your company
A good assistant needs to look and sound just like your institution. In the FI Personalization section of the workbench, you can tailor the assistant to meet all of your Brand guidelines.
Here you will select colors and fonts as well as set up and train the assistant on your product names and customer segmentation, along with more personalization options.
ASSISTANT PERSONALIZATION
Customize responses
to create the voice of the company
Ensure that BankAssist represents the brand tone of your organization with assistant personalization options. Modify responses, welcome messages, small talk, the fallback experience, and more.
In addition to response customization, create new custom intelligence leveraging the Kore.ai XO Platform. This allows BankAssist to scale with the enterprise as new needs and offerings develop, and to optimize the experience over time.
ASSISTANT CONFIGURATION
Create a unique offering
based on the use cases you choose to offer
Select the scope of intelligence that will be launched to your customers with just a click of a button in the Assistant Configuration options. Define follow-ups, additional authentication requirements, conditions for transferring to a live agent, and more.
SETTINGS
All the administrative options
simple to configure
All of your administrative functions are housed in the Settings area. These allow you to manage access control, view changelogs, make changes available to customers, and more.
