Professional Documents
Culture Documents
Banking Management Chatbot Framework
Banking Management Chatbot Framework
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.
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.