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Build a Financial Chatbot For Your Bank in 3 Steps

Build a Financial Chatbot For Your Bank in 3 Steps

With Conversation.one you can build your bank’s financial Chatbot in 3 Steps. No programming, coding or complex integrations are required. Ready to start?

1. LOG-IN TO CONVERSATION.ONE DASHBOARD

To create a new chatbot go to our dashboard at dashboard.conversation.one. For a quick access, you can log in using your Google account; otherwise, create a new account using your email address (preferably your bank’s email address).

Conversation.one Dashboard Login

2. FOLLOW THE 3-STEPS WIZARD

First Screen

On the first wizard screen, by selecting your industry Banking from the first drop-down list,  you are connecting to our pre-built banking dictionary, which offers a full conversational communication in a click.
On the second dropdown, select your bank’s or CU’s name. In this step, we automatically connect to your banks’ APIs. We provide integration to more than 10,000 financial institutions in the US.

When done click “Next”.

Dashboard select industry and company name

 

Second Screen

On the second screen, you can decide which devices and services you’d like to support. Conversation.one is an omni-channel platform that lets you build your conversations once, and deploy them on all devices and services with no additional need for configuration. We support Amazon Alexa, Google Home, Facebook Messenger as well as an intelligent assistant, either as chatbots or voice-enabled solution. For the purpose of this guide, select the Chatbot icon.

When done, click “Next”.

 

Third Screen

Can you believe you are done? Select “Customize” to test your new Chatbot.

Dashboard test your new skill

 

3. Test your new Chatbot

To test your new Chatbot, click the “Show simulator” button.

The Chatbot will ask you to login to the system.

Click on “Open log-in window”, and fill in your Bank credentials.

In addition to your bank credentials, the system will ask you to provide your email address, phone number, and to select a security PIN code.

Following a successful login, you can continue to chat, and ask questions such as “what is my balance” or “what are my latest transactions?”. You can find a full list of banking intents that are pre-configured here.

 

 

NEED HELP?

Feel free to contact us, we are happy to help and answer any question you may have.

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