The agent can hold a conversation with customers looking to buy products to help them specify their needs, provide further information and resolve any queries. When it comes time to sign the contract, the agent refers the customer to a human specialist.
The agent is already being used with customers who have started the pre-approved loan application process through the app and are encountering difficulties, helping them define the ideal configuration for their loan, instalments and terms.
CaixaBank says the technology, based on Salesforce’s Agentforce, will evolve over the coming weeks until it is integrated into all recruitment chats on the bank’s app, enabling them to obtain information efficiently, quickly and flexibly.
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CaixaBank launches AI agent to help customers making in-app purchases
The agent can hold a conversation with customers looking to buy products to help them specify their needs, provide further information and resolve any queries. When it comes time to sign the contract, the agent refers the customer to a human specialist.
The agent is already being used with customers who have started the pre-approved loan application process through the app and are encountering difficulties, helping them define the ideal configuration for their loan, instalments and terms.
CaixaBank says the technology, based on Salesforce’s Agentforce, will evolve over the coming weeks until it is integrated into all recruitment chats on the bank’s app, enabling them to obtain information efficiently, quickly and flexibly.