Business goals
Shorter call queues
Deflect routine inquiries to automated channels so staff can focus on complex issues.
Better appointment routing
Connect customers with the right specialist quickly without phone tag.
Consistent answers
Provide accurate, compliant information on fees, rates, and policies every time.
Top challenges we solve
Repeated "account status" calls
Members call for basic balance and transaction info that could be self-served.
Complex product FAQs
Staff spend time answering the same questions about fees, rates, and services.
Branch hours/holidays confusion
Customers show up when branches are closed or call for basic hours info.
What QotBot does for banking
Triage customer inquiries, route appointments, and provide consistent information—all through secure channels.
Triage: card, account, lending, or branch
Route customers to the right department or self-service option immediately.
Appointment links for advisors & lending
"Mortgage pre-approval?" → "I can book you with a loan specialist."
Fee/rate FAQs with canonical links
Answer common product questions with links to official rate sheets and disclosures.
Lost/stolen card guidance
"Card lost." → "Call this official number now. Want branch hours too?"
Branch hours & location info
"Branch open Saturday?" → "Yes, 9-1 at Main St."
Product information
Share details about checking, savings, loans, and credit cards with proper disclosures.
Example conversations
"Card lost."
"Call this official number now. Want branch hours too?"
"Mortgage pre-approval?"
"I can book you with a loan specialist."
"Branch open Saturday?"
"Yes, 9-1 at Main St."
Day-one setup
Get started quickly with our guided setup process
Product FAQs
Upload product info and fees
Branch directory
Add locations and hours
Appointment links
Connect specialist calendars
Escalation routes
Define routing rules
Newsletter ideas
Keep members informed with regular updates and financial guidance
KPIs to watch
Track what matters most for your financial institution
Appointment conversions
Inquiries that become bookings
Call deflection
Inquiries handled via chat/SMS
FAQ resolution
Questions answered by AI