This prebuilt component identifies the end-user's intent and routes them to the appropriate topic within the financial services (FSI) domain. When the relevant topic is identified, the component transitions to an empty placeholder flow with the name of the identified topic. Placeholder flows may be customized to take actions including live agent handoff, transition to a prebuilt component, or transition to another Conversational Agents (Dialogflow CX) resource such as a page or flow.
Sample utterances
The following sample utterances demonstrate common topics handled by this prebuilt component.
Account balance
This topic covers questions about account balances, including:
- I want to know my account balance.
- What is the remaining balance in my account?
- How much money do I have available in my bank account?
- Can you provide me with my current balance?
- I want to check the balance of my account ending with 1001.
- What are the funds in my account?
Account statement
This topic covers questions about account statements, including:
- I want to know my account statement.
- What was my recent account statement?
- Please share my account statement for the last month.
- I want my account statement to be emailed to me.
- Tell me about my account statement from Jan to July.
- Please share the statement for my savings account.
Arrange appointment
This topic covers questions about making appointments, including:
- I want to arrange a meeting with a bank representative to talk about opening a new account.
- I want to set up a video call for my e-verification.
- Can someone from the bank call me on my mobile?
- I want to meet up with someone to talk about my investment options.
- Can I talk to someone about my wealth management options?
Credit card enrollment
This topic covers questions about enrolling for new credit cards, including:
- What is the credit card enrollment procedure?
- What cards are available to me?
- Please tell me what the best cards for me are.
- Show me the latest cards I'm eligible for.
- I want to get a new card.
Credit card statement
This topic covers questions about credit card statements, including:
- I want to know my credit card statement.
- What was my recent card statement?
- Please share my credit card statement for the last month.
- I want my card statement to be emailed to me.
- Tell me about my card statement from Jan to July.
Disputes
This topic covers questions about registering disputes and claims, including:
- I am calling to dispute a transaction on my account.
- There is an extra charge on my credit card bill that I want to report.
- There is a suspicious transaction on my account.
- I want to talk about a fraudulent transaction
- Some of the transactions on my account don't look right.
- Why have I been overcharged on my credit card bill?
Feedback
This topic covers questions about customer feedback, including:
- I want to share my feedback.
- I want to rate my recent interaction with the bank
- I want to rate my recent interaction with the customer service
- I want to share my review on the customer service
- How do I give feedback on my recent interaction?
Locked card
This topic covers questions about locking and unlocking cards, including:
- I am calling to lock my card.
- I want to permanently block my card.
- I want to check if my card is locked.
- I want to unblock my card.
- I want to reactivate my card.
- I want to place a temporary lock on my card.
- Is my card locked?
Lost or stolen card
This topic covers questions about lost or stolen cards, including:
- I am calling to report a lost card.
- I am calling to report a stolen card.
- I have lost my card.
- My card has been stolen.
- Please help me deactivate my lost card.
- Please help me deactivate my stolen card.
Make a payment
This topic covers questions about making payments, including:
- I want to make a payment.
- I want to pay my credit card bill.
- I'd like to pay my gas bill.
- I need to make a payment to my loan account.
- I'd like to pay my credit card bill for last month through my debit card.
Open account
This topic covers questions about opening new bank accounts, including:
- What is the procedure to open a new account?
- Am I eligible to open an account with the bank?
- Please tell me how to open an account.
- I want to open a new account.
Transaction history
This topic covers questions about transaction history for savings accounts, including:
- I want to know my transactions for last month.
- I was looking for yesterday's transactions.
- I want to verify some of my recent transactions.
- Please tell me about my last 10 transactions.
- I want my transaction history to be emailed to me.
- Tell me about my transactions from Jan to July.
Naming conventions
This prebuilt component uses the following naming conventions:
| Feature | Format | Example |
|---|---|---|
| Flow | [Component Name] | Financial Services Steering |
| Component Specific Intent | prebuilt_components_[component_name]_[intent_name] | prebuilt_components_fsi_steering_account_statement |
Basic setup
To set up this prebuilt component:
Complete
Your agent should now be set up and ready to test.