Use Abe.ai and Acquire to chat with your customers about common banking questions. Abe.ai specializes in bank and finance-related questions and will help free up agent time by answering questions related to account interest rates, account balances, billing, loans, credit scores, and much more.
In this article:
- Installing Abe.ai in Acquire
- Using Abe.ai
- Editing and Uninstalling Abe.ai
What you’ll need:
- An Abe.ai account
Installing Abe.ai in Acquire
You will need your Abe.ai User ID, Verification Token, and Authentication Token to use this integration. See more about setting up an Abe.ai agent in the Getting Started Guide.
Once you have your Abe.ai credentials, go to Acquire App Store > Chatbots and click on the Abe.ai tile.
Click ‘Authorize Access’ to authorize the integration.
You’ll be redirected to the Settings tab. Input your User ID, Verify Token, and Authentication Token.
Then, hit ‘Save’.
Once installed, the tile should show an ‘Already Installed’ label at the bottom.
Using Abe.ai in Acquire
Now that you’ve installed Abe.ai, you’re ready to activate it via a Business Rule.
Next, you can use a Business Rule to engage your chatbot with visitors.
But first, you may want to test out your new bot. To set up a simple Business Rule, go to Settings > Workflows > Business Rules. Click on ‘New Rule’ and choose ‘Chat’ as your ‘Channel’ and ‘On New Conversation’ as your ‘Trigger Type’. Then press ‘Create’.
Create a new branch, and choose ‘Assign Bot’. From the bot drop-down menu, select ‘Abe.ai’ or what you named the Abe.ai bot.
‘Save’ the Business Rule and use the toggle button to switch it to ‘active’. Be sure to check that no other Business Rules are overriding it.
You may want to test out the bot before having it interact with customers. Go to your Dashboard, and click on ‘Go to Chat Simulate Page’.
Once there, engage the bot in a conversation by clicking on the launcher and beginning a new conversation. The bot should respond to finance-related questions. Abe.ai's bot may also be used with an Acquire Sequence Bot to provide visitors with a robust self-service experience.
Editing or Uninstalling Abe.ai
Need to make changes? Go to the App Store and click on the three dots (‘...’) on the Abe.ai tile and select ‘Edit’. You’ll be able to make changes in the ‘Settings’ tab. You may also change display information by selecting 'Bot Identity'. Name your bot and upload a picture (Settings > Messenger Settings > Chat Widget > Advanced > Show Agent Avatar in Chat will need to be enabled).
Upload a picture and name the bot to give visitors a specialized experience.
Need to uninstall? Go to the App Store and click on the three dots (‘...’) on the Abe.ai tile and select ‘Uninstall’. The application will be uninstalled. Please note that any Abe.ai integrations you set up with Business Rules may break when Abe.ai is uninstalled.
To learn more about Abe.ai, check out Abe.ai’s documentation.
Having trouble? Reach out to firstname.lastname@example.org.