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Platform / Sector template · Fintech Support Live in production

Account-aware support,
in an auditable environment.

Customer support works with the customer's own account context, not generic answers. Over WhatsApp, Telegram, and web chat; in a high-sensitivity data environment.

Template scope

What the template covers

01 / SCOPE

Account-aware support

Within its permissions, AI answers with the customer's account status in view; it produces customer-specific resolutions, not generic ones.

02 / SCOPE

Multichannel communication

WhatsApp, Telegram, and web chat converge in the same dialogue engine; history is kept in a single record.

03 / SCOPE

Customer-specific problem solving

Transaction status, balance, and past records are brought into context; the issue becomes clear in the first dialogue.

04 / SCOPE

Safe handover to an agent

Sensitive or out-of-permission matters are handed over to an agent along with their context.

05 / SCOPE

High-sensitivity data environment

Data is kept in an isolated environment; access is role-based, and every access is logged.

06 / SCOPE

Audit and reporting

The entire support flow is auditable; volumes and resolution times are reported.

Copilot

Context ready, actions in natural language

The support team doesn't hunt for customer context; when a dialogue arrives, the context is ready. When needed, actions are taken in natural language.

Copilot · Support team · IllustrativeLive
Security and audit

Sensitive data, defined access

Environment
The platform runs in an isolated environment dedicated to your organization; no data is shared between environments.
KVKK
Personal and financial data processing is configured in compliance with KVKK.
Audit log
Every access to account data and every action is logged so it can be reviewed retrospectively.
Access
Role-based authorization; the AI's access scope is defined and limited like a role.
Production proof

Live at a crypto asset platform

Account-aware customer support runs multichannel at a crypto asset platform; in a high-sensitivity data environment, with auditable records.

Reference names are shared on request, with mutual consent.

Getting started

Let's start with your security requirements

In the discovery meeting we review your data classification and access policies; the pilot scope is defined around your security requirements.

Schedule a discovery meeting Download as PDF ↓ ↳ Response within 2 business days