Banking

On Blits.ai this is an AI agent grounded in a knowledge base with hybrid retrieval over the organization's approved content, with flows for journeys that must follow fixed steps and custom functions for read only lookups such as request or case status. Language detection and multi language content let one agent serve customers in their own language.

The same agent runs on voice (streaming speech recognition and synthesis, DTMF, call transfer), web chat, WhatsApp, SMS and Facebook Messenger, and inside the organization's own app through the API channel. Human handover passes the conversation transcript to a live agent platform (Salesforce, Freshdesk or Zoho SalesIQ) or transfers the call on voice, and supervisors can monitor and take over live, including on calls.

Guardrails check input and output, PII masking runs at the gateway, test suites hold multi turn conversation sets built from real transcripts that you run before each change goes live, monitors check key journeys on a schedule, and analytics show interactions, satisfaction, sentiment and top intents, with conversation logs to review every handover. The platform is model agnostic.

Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai the coach is an AI agent whose numbers come from custom functions that call the bank's data and forecasting services, or from a SQL knowledge base the agent can query, so the model explains figures rather than calculating them. Guidance content sits in a knowledge base with hybrid retrieval. Actions such as creating a savings goal run as flows or agentic workflows with a tool execution policy and human in the loop confirmation above a threshold.

The coach lives in the mobile app through the REST or WebSocket API channel, with rich cards for balances, charts and insight panels and optional voice. Guardrails enforce the advice boundary and block sales language in coaching answers, PII masking protects transaction data, test suites check the boundary cases on every change, and analytics track use and satisfaction. The platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai the applicant facing side is an AI agent combined with a flow for the regulated steps: the flow collects fields with slot filling, receives document uploads with allowed file types and calls the bank's identity verification, screening and account opening services through custom functions (REST calls). Product and policy questions are answered from a knowledge base with hybrid retrieval over approved content only.

The checks behind the form run as an agentic workflow with a tool execution policy, human in the loop confirmation (approve or reject) before the workflow takes the actions you mark as sensitive, and a full audit trail per run. Which cases count as high risk and go to a reviewer is decided by rules in the flow or in custom functions that the bank's compliance team owns.

The same flow serves web chat and WhatsApp, and the bank's mobile app through the REST or WebSocket API channel, in several languages. PII masking at the gateway keeps personal data such as ID numbers out of model prompts and logs, and test suites replay difficult applications on every change. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises to keep applicant data in region.

The platform is model agnostic.

On Blits.ai the application runs as a flow that holds the regulated structure: ask question blocks with the sensitive data flag, multiple entity check (slot filling), validation, receive attachment for documents and an authentication step. An AI agent inside the flow explains products from a knowledge base of approved content with hybrid retrieval, and custom functions call the eligibility rules service and write the completed application into the origination system.

The same flow serves web chat, WhatsApp, voice and, through the API channel, the bank's mobile app, in every bot language, with language detection and per language content. PII masking keeps personal data out of prompts, guardrails block outcome wording the bank has banned, and human handover passes complex cases to lending specialists. Test suites check the flow and the agent's wording on every change, and flow statistics show where applicants stop. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises to meet data residency requirements.

On Blits.ai the fraud engine triggers an agentic workflow through its API token when an alert fires, and uses custom functions to read the alert and to release or freeze the card through the card platform's APIs. The bank's own notification service sends the push or message that starts the contact. The confirmation conversation then runs in the bank's app (connected through the REST API or WebSocket API channel), or on WhatsApp, SMS or a voice line when the customer replies or calls in that channel. A flow fixes the confirmation script with an authentication step and DTMF input on the phone, and the AI agent handles free text answers and questions.

Actions above a set threshold, such as a reissue, can require human in the loop approval, and human handover sends uncertain or scam cases to a specialist with the transcript. Guardrails block any request for secrets in generated messages, and PII masking and card number tokenization keep card data out of prompts. Monitors check the alert path on a schedule, test suites replay confirmation scenarios on every change, and analytics show response times and outcomes per channel.

On Blits.ai trigger handling runs as agentic tasks ("when this condition is met, do this") and agentic workflows triggered on a schedule or through the API. The agent calls custom functions for registries, screening and the KYC platform, reads documents from the knowledge base (PDF, Office files and Outlook email files), compares them with the file and drafts a review summary with sources as structured output. Updates to the file and risk rating changes go through human in the loop approval, and every run keeps a full audit trail.

When the bank needs something from the client, a conversational agent on email or WhatsApp, or in the bank's own app through the REST or WebSocket API channel, asks for exactly the missing document or confirmation and accepts attachments, with PII masking and a human handover to the relationship team. Test suites and monitors keep the workflow honest, and the platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.