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Build a Financial Phone Assistant For Your Bank in 3 Steps

We all love talking to Amazon Alexa and Google Home, but what happens when we are away from home or our desk? Conversation.one developed a Financial Phone Assistant, which provides a comparable experience to Amazon Alexa and Google Home but on the phone. Your customers would be able to call a dedicated phone number and ask for information using a flexible natural conversation.

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


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


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.
Click Next, and now, 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 Phone icon.

When done, click “Next”.

Phone Assistant


Third Screen

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

Dashboard test your new skill


3. Testing your Phone Assistant


To test your new Phone Assistant, call +1 646-362-1150. The system will you to provide your App ID, you can find it in the editor URL, or under the app settings page. One you provided your application ID, you can start talking with your bank.


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

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