Skills library
Reusable abilities your agents can use. Agents keep the published version they were given; editing a skill never changes a live agent until you publish and update the assignment.
Approved Knowledge Answering
KnowledgeRetrieve and revalidate approved knowledge evidence before answering.
Dormant Broking Client Re-engagement
Sales & qualificationHelps re-engage broking clients who have stopped trading by summarising their past activity and relevant (simulated) market events, so outreach is relevant rather than generic.
Existing Customer Profile Lookup
Customer identityConfirms a WhatsApp sender's registered PL Capital relationship and reads their masked profile card, so the agent can serve existing clients without asking for details we already hold.
Guided Conversation
Conversation flowCollect configurable answers one question at a time and emit channel-independent interactive intentions.
Human Assistance Request
Human handoffCreate a confirmed human assistance request or approval hold without inventing assignments.
Explains PL Capital's PMS, AIF and mutual fund offerings using approved knowledge only, with the compliance guardrails a regulated wealth business needs.
NRI & Estate Planning Specialist Routing
Human handoffRecognises NRI and estate or succession planning needs and records a callback request so a specialist relationship manager can follow up.
Relationship Manager Meeting Scheduling
SchedulingWhen a customer asks to connect with a relationship manager, book a meeting on the RM's calendar and share the time, RM and meeting link on WhatsApp.
Trusted Customer Identification
Customer identityIdentify a customer using authenticated channel identity and a configured authorised lookup tool.
Makes WhatsApp conversations professional, warm and concise, and turns structured questions into quick-reply buttons, lists or a numbered-text fallback.