Platform / Sector template · Fintech Support

Account-aware support,
in an auditable environment

Customer support runs on the customer's own account context, not on generic answers. Via WhatsApp, Telegram, and web chat; in a high-sensitivity data environment. A configuration running in production.

Template scope

What the template covers

01 / SCOPE

Account-aware support

Within permission, AI sees the customer's account state and answers; not generic, but customer-specific resolution.

02 / SCOPE

Multichannel communication

WhatsApp, Telegram, and web chat merge into the same dialog engine; history is kept in a single record.

03 / SCOPE

Customer-specific resolution

Transaction status, balance, and past records enter the context; the issue clarifies in the first dialog.

04 / SCOPE

Secure agent handoff

Sensitive or out-of-permission topics are handed off to an agent with full context.

05 / SCOPE

High-sensitivity data environment

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

06 / SCOPE

Audit and reporting

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

Copilot

Action, in natural language

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

Copilot · Internal teamLive
Security and audit

Sensitive data, defined access

Environment
The platform runs in a company-specific isolated environment; no data sharing between environments.
KVKK
Personal and financial data processing configured for KVKK compliance.
Audit log
Every access to account data and every action is retrospectively inspectable.
Access
Role-based authorization; the AI's access scope is also defined and bounded like a role.
Getting started

Let's start with your security requirements

In the discovery call, your data classification and access policies are reviewed; the pilot scope is defined around your security requirements.