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Create AI Employees in minutes

Create and deploy AI Agents across Chat and Voice in minutes

Powering teams at

No-code builder

Build agents without writing a line of code

Spin up specialised AI Agents for every use-case and channel from one visual builder.

  • Multiple agents

    Spin up a dedicated agent per use-case and route chats to it.

  • Unified instructions

    Define once, and it applies across both chat and voice.

  • Deploy anywhere

    One agent ships to WhatsApp, Instagram, Web and Voice.

Write instructions in plain English
← Meridian Bank · Support Agent
Test Chat Alex
Instructions Knowledge Tools Unresolved Intents Settings

Instructions

Edit your system prompt directly. Auto-saves as you type.

TextVoice FormattedRaw
↶↷ Block type ▾ BIU •≡1.≡🔗⊞

# MERIDIAN BANK — AI CUSTOMER SUPPORT & SERVICING AGENT

## 1. ROLE & PURPOSE

You are the AI Support Agent for Meridian Bank, serving retail and business banking customers across all regions.

Your purpose is to resolve account, card and payment queries and route customers to the right product or specialist.

Your core servicing flow is:

IDENTIFY → VERIFY → UNDERSTAND → RESOLVE → CONFIRM → FOLLOW UP

Help customers:

- Check balances and recent transactions

- Report a lost or stolen card and freeze it

- Dispute a transaction or open a chargeback

- Adjust payment and withdrawal limits

- Explain fees, interest, FX rates and statements

- Start a loan, mortgage or credit-card application

- Update KYC details, beneficiaries and contact info

- Book an appointment with a relationship manager

Test Chat ↻ Replay
AI Agent Testing Environment

Try asking about order tracking, returns, or other common inquiries.

Type a message…Send

Knowledge & Tools

Give agents knowledge and the ability to act

Ground every agent in your own content and connect it to the systems it needs.

Shared knowledge base across chat and voice. Learns from your website and FAQ.

  • Website Crawls your site to answer from live content
  • FAQs Imports your FAQ docs as ready answers
  • Chats Learns from past chat transcripts
FAQs Websites Files

FAQs

Manage frequently asked questions and their responses

+ Add FAQ ⋮
⌕  Search FAQs…
QuestionAnswerSizeMediaActions
How do I report a lost or stolen card? Freeze it instantly in the app, then request… 288 B—
What are your international transaction fees? A 1% FX fee applies to non-USD card payments… 274 B—
How long do transfers take to clear? Domestic transfers settle same day; SWIFT… 312 B—
Can I raise my daily withdrawal limit? Yes — adjust limits under Settings › Cards… 265 B—
How do I dispute a transaction? Open the transaction and tap Dispute to start… 301 B—
What do I need to open an account? A government photo ID and proof of address… 340 B—
How is my deposit protected? Eligible deposits are covered up to the statutory… 298 B—
Do you offer joint accounts? Yes — add a joint holder from Profile › Account… 256 B—
How do I set up recurring payments? Create a standing order under Payments › Scheduled… 271 B—

AI Campaigns

Scale your team in minutes

Deploy Voice and Chat agents to your outbound campaigns and do the work of hundreds of humans in a few hours. AI agents run every conversation, qualify leads and hand off only what's ready for a person.

Unified Voice and WhatsApp Chat campaigns

Run one campaign across both channels — agents move between a live call and a WhatsApp thread without dropping the conversation.

  • Seamless hand-off between voice and chat
  • Seamless handover between humans and agents, over call and chat
  • Unified context
  • One campaign, both channels
  • Consistent agent persona
  • Unified analytics
  • Human handoff with full history
M Meridian Bank
Today
✨ Meridian Bank AI Agent

I can see you're calling in too — happy to keep going right here on WhatsApp, or we can continue on the call, whichever's easier for you!

11:31 am ✓✓
Ongoing call Live
Meridian Bank · Voice Agent
00:14
TranscriptSummary
Agent: Thanks for confirming your details — I'm pulling up your account now, one moment…
✨ Meridian Bank AI Agent

Sharing your latest statement here on WhatsApp while we're on the call — check the PDF above.

11:32 am ✓✓
Lead qualification & routing Meeting & demo booking Cold-lead reactivation Abandoned-cart & form follow-up Renewals & payment reminders Onboarding & activation nudges Feedback & CSAT surveys Event invites & RSVPs Appointment reminders & confirmations Back-in-stock & waitlist alerts Delivery & order status updates Post-purchase upsell & cross-sell
Feedback & CSAT surveys Meeting & demo booking Back-in-stock & waitlist alerts Abandoned-cart & form follow-up Post-purchase upsell & cross-sell Lead qualification & routing Appointment reminders & confirmations Renewals & payment reminders Delivery & order status updates Cold-lead reactivation Event invites & RSVPs Onboarding & activation nudges

Unified Chat Context

One workspace for humans and AI

  1. Single window where humans and AI work

    Assign a conversation to an AI Agent just like you would to a human, then watch it work — every AI action shows up in the thread, and you can tag the AI with @remind to set a reminder.

  2. Unified context across Chat and Voice for AI Agents

    AI Agents work from one unified summary that spans every channel, bringing together notes, calls, reminders and customer attributes.

  3. Seamless handover between human and agent

    Move a conversation between a human and an AI Agent in either direction, on chat or voice, with the full history and context carried across so the customer never repeats themselves.

S Sarah Combs
Today
✦ Agent AI Agent

I can help set up your card dispute — could you confirm the transaction date?

10:24 ✓✓
⇆ Handed to Priya · Human agent
👤 Priya Human

Thanks Sarah — I can see the AI already verified your details. Filing the dispute now.

10:27 ✓✓

Analyze

Understand every conversation

  • AI Sentiment Analysis

    Track topics of interest and how customers feel across every conversation.

  • AI Agent Logs

    Full trace of every agent decision, tool call and reply for review and debugging.

  • Detailed AI Voice Analytics

    Break down every AI call in detail — call disposition analytics show how each call ended (answered, qualified, booked, dropped or voicemail), call quality analysis scores transcripts for tone, script adherence and objection handling, and call latency analysis tracks agent response times and silences that hurt conversation flow.

CX Overview Powered by Meridian Bank Surveillance AI — detects anomalies, compliance gaps and sentiment patterns

Manage issues
Filters All Agents ▾ All Issues ▾ Status ▾ Date ▾
Total incidents412
Resolved incidents318/412 total
Pending incidents61/412 total
In-progress incidents33/412 total
DateIssueIncidentCustomerAgentMessageStatus
Today10:42 am Fee dispute 💰 Flagged card-fee complaint R Ravi Menon Priya Nair Why was I charged twice for the annual fee this… Pending
Today9:58 am Lack of clarity 🤔 Confused about dispute status E Elena Cruz Ahmed Khan So is my refund approved or not? In Progress
Yesterday4:15 pm Tech issue ⚠️ App login failing D David Osei Priya Nair Keeps saying invalid OTP, tried 5 times… Pending
Yesterday2:03 pm Irritated customer 😠 Frustrated about hold time M Meera Iyer Ahmed Khan I've been on hold for 20 minutes, this is… Resolved
29/0811:20 am Requested callback 📞 Requested a callback J James Ortiz Priya Nair Can someone call me back after 5pm today… Pending
29/0810:04 am Upsell opportunity 💰 Interested in premium card S Sofia Novak Ahmed Khan What are the benefits of the platinum tier? In Progress
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