Financial services · WhatsApp flow
Customer connect
Customers check balances, ask questions and reach an agent without calling.
- 1Ask
- 2Verify
- 3Resolve
The problem
Customers call or visit a branch for simple account questions.
This flow moves the whole journey into WhatsApp, where your customers already are. It runs on MarichiTalks and the official WhatsApp Business Platform.
What changes
- Common questions answered at any hour
- Verified before anything sensitive is shared
- Hand-off to an agent when needed
What happens when the bot cannot help?
The conversation is passed to a human agent with the full chat so the customer does not repeat themselves.
Launch the customer connect flow
Message us on WhatsApp. A real person replies, usually the same day.