Will it give financial advice?

Not if you tell it not to. Add one guardrail, and it declines advice and offers to connect a person.

Can it access customer accounts?

No. It answers from your published policies and points customers to the right step in your app. Anything that needs account access goes to your team.

How do we keep fees and rates current?

Update your fee schedule or policy page and retrain. Live channels switch over when you publish.

Can we review what it said?

Yes. Every conversation is saved, so your team can review any answer and improve it.

Financial services

Fast answers. No improvising.

Answer card, fee, and payment questions in seconds, strictly from your policies, and hand fraud and disputes to your team.

Start building free Talk to sales

A customer reports a lost debit card and is shown where to freeze it, then reports an unknown charge and is connected to the fraud team

On script, every time

Cards
“How do I freeze my card?”
Points to the freeze button in your app.
Answered
Fees
“Why was I charged a $3 fee?”
Explains it from your fee schedule.
Answered
Payments
“When will my transfer arrive?”
Gives the timing from your published cut-off times.
Answered
Fraud
“There's a charge I don't recognize.”
Connects your fraud team straight away.
Sent to your team
Advice
“Should I move my savings into stocks?”
Declines advice and offers to connect an advisor.
Declined politely

Rules you write once

Say what it must never do, in plain language. Every answer, on every channel, stays inside those lines.

How guardrails work

Instructions for a bank's agent, with guardrails against giving advice, quoting unapproved fees, asking for PINs, or promising outcomes

What makes it work

FAQ

Questions from banks and fintechs

For anything specific to your compliance needs, talk to our team.

Talk to our team

Ready when your customers are

They're already asking. Train an agent on your site and have it answering by this afternoon.

Start building free Read the quick start

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