Product explainer
Planned for Phase 5Answers only from approved product documents, with citations.
Finance
Explain products, collect application details, share document checklists and status updates — with approval gates, full audit logs and no advice outside your approved content.
What documents do I need for a business loan?
For a business loan we need PAN, Aadhaar, 12 months of bank statements, GST returns and your business registration. Shall I send the checklist to your email?
Sample conversation
Answers only from approved product documents, with citations.
Collects details and document checklists; status lookups via your systems.
Hands complaints and advice requests to licensed staff.
Customer asks about a product.
From your compliance-approved content only.
Details captured with consent.
Applications and sensitive actions go to staff.
Still unsure? Ask the team.
We'll map your top customer questions to agents, channels and workflows in a 30-minute walkthrough.