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Industry · BANKINGFunction · Data & Knowledge
UC-320

Role-Scoped Q&A over Calls and Customers

Lets anyone ask in their own words and language across understood calls and customer records, answering with the evidence behind it.

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The Challenge

Getting an everyday answer means raising a report request and waiting, or digging across screens. Calls sit in one system and customer records in another, so nobody can ask a question that spans both.

How It Works

  • Reads the understood calls from call analytics with the customer records and staff hierarchy.
  • Interprets the question in the user's own language and retrieves across both sources.
  • Answers with the matching calls, records and charts, and re-runs saved questions on a schedule.

What It Removes

  • Report requests raised for everyday questions
  • Calls and customer records queried separately
  • Answers taken on trust with no record behind them
Input Data RequirementsCall analytics output, customer records, staff hierarchy for role scoping, read-only permissions, baseline report-request volume
Output FormatPlain-language chat on web and in the customer system, answers with source calls, records and charts, scheduled saved questions, who-asked-what log
“An answer in seconds, in my own language, with the actual calls it came from sitting underneath it.”
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