Smart bot

Smart Bot

Elevate the member experience with intuitive, agentic voice AI. This natural language conversational assistant helps members get what they need fast — whether it’s secure self service or a context-rich handoff to your team.

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Experience intuitive, agentic voice AI

Complex voice menus can be hard to navigate, overwhelming credit union associates with routine inquiries and delaying critical service for members with complex financial needs.

Smart Bot addresses this challenge with a modern, LLM-powered conversational assistant that helps members express what they need naturally, then either completes the request through self-service or connects them to the right support team with context.

Streamlined member experiences, better outcomes

Comparison diagram showing the old way versus the new way for member calls. The old way shows a member calling and pressing 0 to talk to a live representative through a keypad. The new way shows a member speaking naturally to a Smart Bot (Agentic Voice AI) that understands intent and guides the conversation, followed by authentication that verifies identity safely and seamlessly, leading to instant self-service resolution or context-rich transfer to a live agent.

Smart Bot resolves routine calls without representative involvement whenever possible, expanding what can be handled through conversational self service. Secure authentication allows Smart Bot to support personalized self service while also reducing agent effort when callers need live assistance.

Key benefits:

Increased call containment
Reduced agent workload
Higher member satisfaction
Increased operational efficiency
Improved first-contact resolution
Flexible configuration
Secure and compliant

Capabilities and outcomes

Capability

Member benefits

Credit union outcomes

Secure conversational authentication

Members can verify their identity naturally and access personalized service faster.

Reduces agent time spent on routine verification and enables secure self service.

Account information & balances

Members can ask questions like “What’s my checking balance?” and receive quick answers without waiting for an agent.

Deflects high-volume routine inquiries and improves call containment.

Transaction & account activity

Members can review recent deposits, withdrawals, payments, and pending transactions by voice.

Reduces repetitive account inquiry calls and improves service availability.

Self-service transactions

Members can complete supported tasks such as transfers or payments without agent assistance.

Expands automation beyond informational calls into higher-value servicing.

FAQ & general guidance

Members can get quick answers to common questions without authentication when appropriate.

Lowers contact center volume for routine informational requests.

Intelligent escalation & routing

Members who need help are routed based on what they said, not forced through menu trees.

Improves routing accuracy, reduces misdirected calls, and provides better context for agents.

Seamless integration. Proven expertise.

Smart Bot builds on TTECDigital’s deep contact center expertise and proven success with credit unionclients, delivering secure conversational self-service that can automateroutine calls and intelligently route interactions that require human support. Bringnext-generation voice AI to your existing contact center infrastructure, acrossCCaaS platforms like Genesys, NiCE, Five9, Cisco and more.

Bring the power of voice AI to your member experience.

Ready to eliminate frustrating phone menus and empower your contact center with a next-generation, conversational voice assistant? Reach out to learn more about Smart Bot today.