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Agents for branch and contact-centre service.

7 agents prepare the work on this desk; your people decide.

The desk today.

Staff look up product rules across many documents while the customer waits, then write the call notes afterwards.

Complaints and servicing requests are tracked against deadlines in spreadsheets.

Branch and contact-centre requests, answers and complaints.

L1
Service Desk Orchestrator
Sends each service request to a specialist or a human queue and tracks it against service levels.
L1
Staff Answer Desk
Answers staff questions on products, charges and processes from the bank’s own knowledge, with citations.
L1
Call Summary and Wrap-up
Turns a call or chat into a short summary, a disposition code and follow-up tasks.
L1
Servicing Request Preparer
Prepares servicing requests as maker entries, with the documents and checks each one needs.
L2
Complaint Investigator and Letter Drafter
Investigates complaints, tracks escalation deadlines and drafts the resolution letter.
L1
Branch and RM Advice Copilot
Prepares staff for a needs-based customer conversation, matched to live products only.

L1
Business Client Service Desk
Drafts answers to business clients’ questions on mandates, statements, limits and charges.

Agents prepare, check and propose. These stay with your people, approved on a card in the room.

Agents
7 agents installed in the console, reading documents and your knowledge base, drafting and proposing.
Available now
Rooms and approvals
A room for the desk, with approval cards for the people who decide.
Available now
Your systems
Connectors to your systems for this desk, through OpenAPI or MCP.
Per deployment

Start with the staff answer desk on your own product documents, and call wrap-up on a sample of recorded calls.