Handling disputes means sifting through complex transaction data and crafting thoughtful follow-up responses. AI can lower resolution time and boost customer satisfaction by quickly reviewing relevant transaction data and taking action based on those insights.
Overview
Einstein Copilot can help retrieve the balance for a given account, either from core banking systems or data synced to Salesforce.
Action Type
Copilot
Data Sources
CRM or Core Banking Systems (via REST APIs)
How to Use the Action
Invoke the action with the words: “Get balance for [financial account name].”
Overview
Einstein Copilot can help users retrieve transactions for a given financial account. Three transactions are shown at once, with the option to view more on a page.
Action Type
Copilot
Data Sources
CRM, Core Banking Systems (via REST APIs)
How to Use the Action
Invoke the action with the words: “Get transactions for [financial account name].”
Overview
Einstein Copilot selects a customer’s associated financial account, retrieves the list of latest fee transactions, then creates a case for the selected fee transaction to be reversed.
Action Type
Copilot
Data Sources
CRM, Core Banking Systems (via REST APIs for latest Fee Transactions)
How to Use the Action
Invoke the action with the words: “Reverse a fee for [account name].”
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