This isn't a slide deck. It's a working AI agent that handles credit card support, banking services, fraud protection, account management, and rewards inquiries for Citi customers.
Ask it anything about credit cards, banking, fraud, account settings, or rewards. It has real knowledge, real workflows, and real compliance guardrails.
Built around real customer scenarios that Citi's support team handles every day.
Compares card products, explains benefits and rewards, handles balance transfer questions, and guides through lost card procedures with $0 liability assurance.
Explains checking and savings tiers, walks through Zelle and wire transfers, covers bill pay setup, and guides through digital banking features.
Handles unauthorized charge reports with urgency, explains Reg E and Reg Z dispute timelines, and guides through phishing concerns and account security.
Updates addresses, manages authorized users, sets up travel notifications, handles paperless statement enrollment, and guides account closure with proper warnings.
Explains ThankYou points earning and redemption, transfer partners, Costco cash back, statement credits, and helps maximize points value.
Three STEER guardrails prevent investment advice, cross-customer data leaks, and credit approval guarantees -- critical for regulated financial services.
This demo was built from scratch for Citi. Real logic for real scenarios.
Pulled Citi's product details, compliance requirements, and support policies into the AI's knowledge base.
Created customer-specific workflows for credit cards, banking, fraud, account management, and rewards.
Configured 3 STEER guardrails for financial services compliance: no investment advice, no cross-customer data, no rate guarantees.
Ran 250 simulated customer conversations across all workflows covering happy paths, edge cases, and compliance scenarios.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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