Customers want fast answers about accounts, cards and applications, but trust and accuracy matter more here than anywhere. ReplyCleverly handles the routine questions and hands sensitive cases straight to your team.
Branch hours, card status, document checklists and fee questions take staff time that advisors could spend on high-value conversations.
A wrong answer about fees or eligibility can cost a customer's trust, so replies must come from approved information.
Messages arrive by WhatsApp, web chat, email and phone, and context gets lost moving between them.
Answers product and eligibility questions on application and product pages.
Convenient for general enquiries and appointment booking, with sensitive steps moved to secure channels.
Inbound calls for customers who want to talk, with the AI handling routine requests.
Written requests triaged and tracked as tickets.
Short notifications and reminders.
Answers product, fee, eligibility and branch questions from the approved information you provide, and captures enquiries from prospective customers.
Escalates sensitive or account-specific cases to the right team as tickets with the full conversation, with clear rules for what the AI must never handle.
Collects customer feedback and reviews and highlights recurring complaints, so service issues are visible to management.
Connects to internal systems via integrations and APIs so approved routine steps, such as booking an advisor appointment, can be completed without re-keying.
Illustrative example. The AI answers from information your institution approves and never asks for sensitive credentials.
Yes, for routine, non-sensitive questions. ReplyCleverly answers from the approved information you provide and escalates anything account-specific or sensitive to your staff.
You control what the AI collects and says. We recommend keeping sensitive credentials out of chat and moving those steps to your secure channels.
Compliance depends on how it is configured and used in your organisation. See our Privacy Policy, GDPR page and Data Processing Agreement, and contact us to discuss your specific requirements.
Website live chat, WhatsApp, voice, email and SMS.
Start free with 50 AI credits a month. No credit card required. Paid plans from $49/month.