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USE CASES

  • Banking
    • Open an Account
    • Check Balance & Transfer Money
    • Schedule an Appointment
    • Report a Lost/Stolen Card
    • Plan Investment & Process Trade
  • Insurance
    • Update Address
    • Add a Driver
    • Report an Accident
    • Make a Payment
    • Get a Quote
  • Healthcare
    • Schedule Appointments
    • Read/Change Appointments
    • Diagnosis for Appointment
    • Medication List
    • Get Care Team
  • Retail
    • Request Return / Exchange
    • Place an Order
    • Cancel an Order
    • Check Order Status
    • Modify an Order
  • Manufacturing
    • Fetch Equipment Information
    • Machine Maintenance Alerts
    • Maintain Safety Checks
  • Telecom
    • Make a Payment
    • Add/Change a Plan
    • Find a Store
    • Connectivity Issues
    • Activate a Phone
  • Travel
    • Booking Assistance
    • Loyalty Program
    • Virtual Help Desk
  • Media & Entertainment
    • 24×7 User Assistance
    • Enhance Customer Engagement
    • Larger Outreach

Using AI to Schedule an Appointment

Industry Banking


Challenge:
  • When customers need to set an appointment for in-branch services, discussing availability over the phone or through an app can be time-consuming.
  • Banks spend a lot of time and effort to collect basic information, identify branch details and available time slots before booking an appointment.
  • Agents may need more contextual customer information to book appointments, increasing call volume.
Solution:
  • Intelligent Virtual Assistants (IVAs) provide 24/7 support, assisting customers in booking appointments and accessing other services via digital and voice channels.
  • IVAs can initiate proactive conversations to understand customer needs and offer relevant, contextual information and follow up as needed.
  • Intelligent Virtual Assistants can gather customer requirements and offer recommendations while scheduling appointments.
Benefits:
  • Immediate access to contextual information for improved customer service.
  • IVAs save time by gathering basic information and clarifying initial questions before the appointment.
Banking Use Case Schedule An Appointment
Request BankAssist Demo
Check Balance & Transfer Money
Report a Lost/Stolen Card
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