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Build a Financial Google Home Action For Your Bank in 3 Steps

Build a Bank Google Home Action in 3 Steps

With Conversation.one you can build your bank’s financial Google Home action 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 action (action is the term for an app on Google Home) 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.

For test purposes, you can use our sandbox bank called “My Bank”. Later on, use the username “sandbox” and the password “password” when activating the skill

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 Google Home icon.  Now you can just test it using our simulator. Choose the questions from the drop-down list and Google Home will play you the answers (use audio here).

When done, click “Next”.

Select Google Home

Third Screen

Can you believe you are done? Select “Publish” to deploy your new Google Home Action to Google.

Dashboard test your new skill

3. Connect Your Google Home Action to Actions on Google Console

Publishing your skill on Google in an 8-step process that requires technical and general information about the action/ the owner. To help you navigate through this, we’ve duplicated the process on our dashboard, providing you the required answers in a copy-paste mode.

Complete stages 1-6. When you reach to the “Test” phase, you can already test your new action on a simulator, and even a real Google Home device.
If you wish to change/ add/ edit your skill, you can use our customization dashboard (read more about here).

When done, you can complete stages 8 and submit to Google. Once approved, it will be ready for all your customers to use.

Export to Google Actions Console

NEED HELP?

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