A very effective way to help

piloyniloy12@gm

size and lighter in color. Because efficiency and speed are particularly crucial when it comes to personal finance, the chatbot is an essential tool in the finance industry, especially for fintech companies. For example, many online banks use AI to immediately provide an initial response to their customers. They can thus better manage the time of their agents, who can devote themselves to more complex issues. While AI and chatbots areyour customers in the blink of an eye, they still need to be configured optimally. To learn how to create realistic and useful conversation scenarios for your chatbots, and get examples of common questions and answers in the finance industry , continue reading. Identify common scenarios for your chatbot


Determine your goals Before setting up a chatbot, it is important to clearly identify your objectives. For example, do you want to reduce the workload of your agents for daily banking operations? Do you want to collect information to make life easier for your account managers? Should Chinese Malaysia Phone Number List  your chatbot resemble a natural conversation or do you prefer to make a clear distinction between AI and agents? With clear objectives, you will more easily identify the situations your chatbots could handle, as well as the potential benefits to your business. For example, if the goal is to save your agents time, you can configure your chatbots so that essential information is already available when the request reaches them. This may include security processes (access code or




credentials), or information allowing the request to be redirected to the most suitable service. Analyze your current tickets The data generated by your customer service is a valuable ally in configuring a chatbot adapted to the specific needs of your customers. Take a look at the tickets with the shortest processing time. This indicator corresponds to the time between handling a ticket and its final resolution, very useful information for identifying points that could be automated. Ask yourself the following questions in particular: What are the requests that come up most often? What products or services do they cover? Which of these requests do not require human intervention? Also remember to consult the keywords most used in conversations, for example