Lead qualification
Ask the key questions before a human steps in.
Chatbot automation for finance
Qualify enquiries and route support requests to the right team quickly and safely.
Lead qualification
Support routing
What you can do
Support routing
Send each request to the right desk.
Reminders
Notify customers about dates and next steps.
How it works
-
01
Pick your use case
Start from what hurts most today.
-
02
Build the flow
Use the visual builder with your own wording.
-
03
Measure and improve
See results and refine the conversation.
Common questions
Do I need to know how to code?
No. You build everything on a visual canvas, and developers are only needed for custom integrations.
Can a person take over a chat?
Yes. Pause the bot for any conversation and reply yourself, then switch it back on.
Explore more: Industries
Ready to try it on your own business?
Open a free account, connect your channel and build your first flow in minutes.