Use case library
Discover what's possible with AI across the customer operations lifecycle
Explore the use cases our customers are already solving with our AI agents
Use case library
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Frontline
Outbound
Back office
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Frontline
Conversational onboarding
Convert applicants in the moment. Answer questions mid-application, fix stuck verification, and guide each customer to an open account.
Voice
Chat
Lending
Retail banking
Insurance
Remittances
Investment & trading
Crypto
Account handling
Onboarding
Outbound
Activate new customer accounts
Reach out to new customers who've paused mid-onboarding, find out what's holding them back, and help them through to their first action.
Chat
Voice
Retail banking
Crypto
Investment & trading
Remittances
Account handling
Frontline
Freeze and replace a lost card
Verify the customer, freeze their lost or stolen card, and order a replacement, all in one conversation.
Chat
Voice
Retail banking
Cards
Back office
Outbound
Business verification (KYB)
Automate KYB verification. Check documents against your policy, screen for sanctions, chase what's missing, and route to onboarding.
Chat
Retail banking
Lending
Insurance
Remittances
Investment & trading
Crypto
Document processing
Account handling
Frontline
Outbound
Back office
Hardship assessment and forbearance
When a borrower says they're struggling, gather the context, run the back-office review, and resolve against your forbearance policies.
Chat
Voice
Lending
Collections
Frontline
Handle inbound collections queries
Take every inbound collections call. Authenticate, explain the balance, capture promises to pay, and negotiate plans within your rules.
Voice
Lending
Collections
Frontline
Support active borrowers
Handle every active-borrower query: balances, statements, payment dates, direct debit, settlements, and more. Real time, every channel.
Chat
Voice
Lending
Retail banking
Account handling
Outbound
Welcome and onboard new borrowers
Call new borrowers the moment their loan funds. Walk through the schedule, set up autopay, and handle early questions.
Voice
Chat
Lending
Retail banking
Account handling
Back office
Outbound
Subscription cancellation dispute
Work through chargebacks automatically, from evidence collection to filing.
Chat
Voice
Retail banking
Disputes
Back office
ISA transfer-out processing
Process ISA transfer-out requests from dozen of providers and formats, at scale.
Retail banking
Investment & trading
Account handling
Document processing
Frontline
Policy cancellations and auto-renewals
Handle policy cancellations and auto-renewals automatically, from retention to processing.
Chat
Voice
Insurance
Quotes and policies
Account handling
Frontline
First notification of loss
Capture first notifications of loss and route claims automatically across voice, email, and text.
Chat
Voice
Insurance
Claims
Outbound
Secure promises to pay
Proactively contact customers approaching delinquency, explain the consequences, and secure a payment commitment or plan.
Voice
Lending
Retail banking
Collections
Frontline
Investigate a missing payment
Investigate missing or unexpected payments, working with transaction data to identify what happened and resolve the case.
Chat
Voice
Remittances
Money transfers
Disputes
Outbound
Overdue payment collections
Contact customers with overdue balances and agree to a payment plan before the account reaches serious delinquency.
Voice
Retail banking
Lending
Collections
Frontline
Conversational onboarding
Convert applicants in the moment. Answer questions mid-application, fix stuck verification, and guide each customer to an open account.
Voice
Chat
Lending
Retail banking
Insurance
Remittances
Investment & trading
Crypto
Account handling
Onboarding
Outbound
Activate new customer accounts
Reach out to new customers who've paused mid-onboarding, find out what's holding them back, and help them through to their first action.
Chat
Voice
Retail banking
Crypto
Investment & trading
Remittances
Account handling
Frontline
Freeze and replace a lost card
Verify the customer, freeze their lost or stolen card, and order a replacement, all in one conversation.
Chat
Voice
Retail banking
Cards
Back office
Outbound
Business verification (KYB)
Automate KYB verification. Check documents against your policy, screen for sanctions, chase what's missing, and route to onboarding.
Chat
Retail banking
Lending
Insurance
Remittances
Investment & trading
Crypto
Document processing
Account handling
Frontline
Outbound
Back office
Hardship assessment and forbearance
When a borrower says they're struggling, gather the context, run the back-office review, and resolve against your forbearance policies.
Chat
Voice
Lending
Collections
Frontline
Handle inbound collections queries
Take every inbound collections call. Authenticate, explain the balance, capture promises to pay, and negotiate plans within your rules.
Voice
Lending
Collections
Frontline
Support active borrowers
Handle every active-borrower query: balances, statements, payment dates, direct debit, settlements, and more. Real time, every channel.
Chat
Voice
Lending
Retail banking
Account handling
Outbound
Welcome and onboard new borrowers
Call new borrowers the moment their loan funds. Walk through the schedule, set up autopay, and handle early questions.
Voice
Chat
Lending
Retail banking
Account handling
Back office
Outbound
Subscription cancellation dispute
Work through chargebacks automatically, from evidence collection to filing.
Chat
Voice
Retail banking
Disputes
Back office
ISA transfer-out processing
Process ISA transfer-out requests from dozen of providers and formats, at scale.
Retail banking
Investment & trading
Account handling
Document processing
Ready to automate more?
Put your customer operations on auto-pilot
Ready to automate more?
Put your customer operations on auto-pilot
Ready to automate more?
