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.
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.
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.
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.
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.
ADVANCED ANALYTICS
Analyze, Understand, Optimize
the experience to refine it over time
BankAssist captures a range of advanced analytics from all of the interactions with users it has. These analytics are surfaced in the Solutions Workbench, and can also be exported to the platform of your choice.
Analytics are divided into Dashboards and Metrics. Dashboards are tailored to the FI Industry and Metrics show you how to leverage the power of the Kore.ai XO platform. The analytics captured help the virtual assistant become smarter over time, optimize the experience, and identify new capabilities to deliver to customers.
Continuously improve the experience
to delight customers and increase containment
Leverage the data surfaced in the dashboards and metrics to make the virtual assistant smarter over time. Identify gaps in its understanding and retrain the model to build more intelligence.
This data offers key insights for how the experience can be optimized, making sure customers are delighted every time they engage with BankAssist.
Build additional use cases
to provide optimal coverage
Understand how your customers interact with the virtual assistant, what capabilities they use, and what capabilities they attempt to engage that may not exist yet.
This data can be used to build out your conversational AI roadmap to build new use cases and create opportunities for cross-sell and up-sell.
