Banking

With eva you can use ready-to-use agent templates and adjust the agent's messages to your needs. This is oriented to the banking area and is in Spanish, English and Portuguese

Download template

This virtual agent is focused on the finance and banking area, with many other flows that can be leveraged as a reference, customized or even used for any trade or sector (such as login and chit-chats), and features the following 37 flows:

This feature includes Intents, Entities and all the other eva cells, such as Answer, Service, Jump, Input, Code and Rule.

☝️ Just a reminder: the purpose is to help you build your own virtual agent and your own flows by offering a ready-made basis with the best UX writing practices, as well as the best practices for using eva.

Important:

• Agent Templates can be used as a solid foundation, but customization is essential for aligning with your business needs. Note that personalization involving your web service, page links, etc., is necessary. Reach our documetation to learn more about how to use eva.
• This feature is only available for eva versions starting from 3.4

Using Agent Template flows

Keep in mind that this is a template, so make sure to tailor the information to suit your specific business requirements.

Learn more about each flow below:

Apply for a Card

Flow designed for new users, non-accountholders, who want information to sign up for a credit card.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through

Automated Learning

For FAQs that are important to companies, but rarely accessed by customers, eva offers Automated Learning solution.

Through this feature, it's possible to create questions and answers by downloading an entire text, without the need to register intentions, entities or answers.

In the case of Agent Template, there is a text about a fictitious Bank, with questions and answers to serve as a template.

Balance Statement

Flow to inform extracts and balances. For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.

Block Card

Flow used to block credit card. There are two scenarios: if the client haa the login data (for example, when the person has received a new card and need to block the old one) and when the person has no login data (urgent cases, such as loss or theft).

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service. In the case of code and rule, Javascript knowledge is required to edit them.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Cuss

Educational flow to calm users who cuss the virtual agent during a conversation in a flow that asks for some personal data.

Cuss Jump

Educational flow to calm users who cuss the virtual agent anytime in the conversation.

Customer Service

A very simple flow to serve users that look for the SAC.

Direct debit

As the name suggests, the automatic payment flow delivers to the end customer the automatic debit schedule for his consumption bills (water, electricity, and Internet), credit card and other invoices. For better disambiguation, the Rule cell was used. Knowledge in javascript is required to edit the code.

Duplicate

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.

End

A very simple flow asking if users want to end the chat.

Fan

A simple chit-chat flow.

FAQ

Simple flow to assist users that have some frequently asked questions.

Finish chat

Jump flow to say goodbye to the user.

Flirt

A simple chit-chat flow.

Hello

Flow to take the user name and use it in other flows, customizing the dialog in the virtual agent.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Inversor profile

Flow with a quiz to identify the client's investor profile. It aims to be a showcase for bank financial products.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Joke

A simple chit-chat flow.

Latest Transactions

Flow for checking account and credit card statements.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.

Loan

Flow for those who wish to take out a loan.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Localization

Geolocation flow to direct the user to the nearest branch or ATM.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through

Login

Flow to authenticate a user's entry into the system.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Marital status

A very simple chit-chat flow.

Negotiate debt

Simple and assertive flow to renegotiate credit card debts, loans, and other products.

Not expected

Basic and mandatory eva flow, with only one response cell, to handle issues unknown to the virtual agent.

Open Account

As the name suggests, it is a flow intended for registrations. It takes data such as name, phone number, date of birth, and email address. At the end, through a service cell with webhook, it takes the customer's information to the base.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Pay cardbill

Simple flow for credit card payment. From there, you can also access the automatic debit flow.

Payments and transfers

Flow for those who wish to make payments and transfers.

Query card

Flow for those who wish to consult extract, limit and score,

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Quiz chit-chat

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Recover password

Simple flow to serve users who wish to reset their password.

Request Improvements

For cases where the user is dissatisfied and would like to report his dissatisfaction. For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Satisfaction Survey

It corresponds to the NPS, that is, an evaluation of the virtual agent's satisfaction index, which appears whenever the user decides to close the chat.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Suggestion and Complaint

Flow for those who wish to make a complaint or a suggestion.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell

Talk to an agent

Flow used for when the user directly ask the intention to talk to an agent.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Talk to an agent jump

Flow used for when, in a flow, the user ask the intention to talk to an agent.

For better disambiguation, the flow uses technical cells, such as Code, Rule, and Service.

Unlock card

Flow for unlocking a credit card.

Important:

• The following responses (gracias_correo, gracias_sms, gracias_llamada y error) are Transactional Answers. Therefore, you or your team needs to enable the Transactional Answer button and put in the corresponding field the webhook.
• The webhook that is in the service cell of the Agent Template is fake. You need to create one according to your business. If you need more information regarding services, please read more about Service cell.
• In the pattern entities, you will need to create your own Regex. In the virtual agent template, the default is a sequence of 9 numbers, 0 through 9.

Welcome

Basic welcome flow. In eva, there is only one cell.