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Banking Management Chatbot

Framework
1. Account Management:
Questions:
• What is my account balance?
• How do I update my personal information?
• How do I open a new account?
• How do I close my account? Answers:
• Provide the current account balance.
• Guide the user through the process of updating personal information.
• Explain the process of opening a new account.
• Explain the procedure for account closure.

2. Transactions:
Questions:
• How do I transfer money?
• What are the recent transactions on my account?
• How do I set up a recurring transfer? Answers:
• Provide step-by-step instructions for money transfer.
• Display the recent transactions.
• Guide through the process of setting up a recurring transfer.

3. Fraud and Security:


Questions:
• How do I report a fraudulent transaction?
• How can I change my password?
• What do I do if I suspect my account has been compromised? Answers:
• Provide the steps to report fraudulent activity.
• Guide the user through the password change process.
• Provide steps to secure the account and report the issue.

4. Loans and Credits:


Questions:
• How do I apply for a loan?
• What is my credit score?
• What are the current interest rates? Answers:
• Explain the loan application process.
• Provide information on how to check the credit score.
• Display the current interest rates for various loan products.

5. Investments:
Questions:
• How do I open an investment account?
• What investment options are available?
• How do I view my investment portfolio? Answers:
• Guide through the process of opening an investment account.
• List and explain the available investment options.
• Provide instructions on how to view the investment portfolio.

6. Customer Service:
Questions:
• How do I contact customer service?
• Where is the nearest branch?
• What are the hours of operation? Answers:
• Provide the contact details for customer service.
• Use location data to provide information on the nearest branch.
• List the hours of operation for branches and customer service.

7. Digital Services:
Questions:
• How do I set up online banking?
• How do I download the mobile banking app?
• How do I reset my online banking password? Answers:
• Guide through the process of setting up online banking.
• Provide a link or instructions to download the mobile banking app.
• Provide steps to reset the online banking password.

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