Answer loan status questions on WhatsApp with an agent that knows business hours
Agibank, a Brazilian bank, chose loan status checks as its first agent job because they were frequent and simple. A loan status agent on WhatsApp gives customers instant updates on their loan proposals using data in Service Cloud and routes riskier cases to staff. When someone needs a person, it checks the time: during business hours it moves the chat to the right queue, and after hours it explains when and how a rep can be reached. Three weeks after launch the bank reported 22,500 inquiries a month handled by the agent with 75% deflection, and 245,000 handled since launch. The agent now also sends loan approval messages and suggests related services.
Tools used
- Salesforce Agentforce
- Service Cloud
Sources (1)
- Originalhttps://www.salesforce.com/customer-stories/agibank/agentic-loan-support/ (opens in a new tab) ↗
Agibank (Salesforce customer story) · salesforce.com