AI voice agents and chatbots for credit unions
Credit union phones are busy with the same questions about opening hours, loans and membership. AI answers them, books appointments and routes members to the right staff.
On the phone
- Answers opening hours and branch questions
- Explains how to join and what ID to bring
- Books loan appointments
- Routes account-specific calls to staff
In chat and messages
- Explains loan products in plain language
- Shares links to online banking and applications
- Answers membership questions
- Books appointments with loan officers
What it sounds like
An example of how your AI voice agent would handle a call, using your own prices, times and rules.
Questions it answers for you
- “What time do you open?”
- “How do I join?”
- “How do I apply for a car loan?”
- “Do I need proof of address?”
- “Can I make an appointment?”
CallerI want to apply for a loan for a car.
AI voice agentYou can apply online or meet a loan officer. Would you like an appointment?
CallerYes please.
AI voice agentI have Thursday at 11am. Please bring photo ID and your last three payslips.
When a person is needed
Account balances, lending decisions and member data are always handled by staff.
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Hear it before you decide
Ring Jessica, our AI receptionist, or chat with our AI assistant. Ask them anything about your business.