How one AI assistant replaced a contact center β handling client requests, advising on products, and protecting from fraud around the clock.
From urgent help to loan advice β the assistant guides every client at every step.
Card blocking, balance, payment status β AI responds instantly without a queue.
A client picks a convenient time in a messenger β the assistant confirms and sends reminders.
Book me with a manager
β Tomorrow at 10:00 confirmed.
Payment calculation, required documents, terms β AI provides accurate info in seconds.
Exchange rates, fees, account details, product terms β the assistant knows all current bank info.
Top queries
Suspicious transactions, confirmation requests, alerts β AI reacts in seconds and protects clients.
Suspicious transaction
Client confirmed in 3 sec
Client asks about loan terms
1 800+
calls / month
<2s
response
92%
automated
Call transcript
Real bank metrics 30 days after connecting HAPP AI.
of client requests handled by AI without an operator
92%Requests
client requests per month via messengers
Response
response time to a client around the clock
Upload your dialogs and the empty dashboard comes alive on its own: scoring, conversion, AI performance and tokens fill in before your eyes.
Overview
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Total cost
$0.00
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Recent contacts
A full picture of chat quality β no manual checking. AI reads every dialog and shows who's really selling.
AI scores every dialog on 10+ criteria: speed, script adherence, objection handling, closing for action.
Sarah K.
142 dial. Β· 0:48 reply
Andrew M.
118 dial. Β· 1:12 reply
Irene S.
96 dial. Β· 2:04 reply
Peter V.
71 dial. Β· 3:20 reply
Mike L.
58 dial. Β· 4:50 reply
AI finds dialogs where the customer was ready to buy but the rep didn't close β with quotes.
AI: reach out first with a β10% offer β 64% recovery chance
Who leads, who lags β and how your conversion compares to your niche.
Upload a checklist β AI verifies every conversation stage in 100% of dialogs.
Export analysis results to PDF, Excel, CSV or Google Sheets β for management, finance or your CRM.
PDF report
1.2 MB
Excel
320 KB
CSV
84 KB
Google Sheets
online
How many dialogs, the team score, how many lost leads β on one screen, in real time.
Dialogs
142
+18 this week
Score
66
+4 this week
Lost
14
β6 this week
Our contact center used to struggle with peak load β clients waited 15 minutes. After HAPP AI, 92% of requests are closed automatically, and operators handle only complex cases. Client satisfaction grew by 35%.
Oleksiy Bondarenko
Head of Customer Experience, Region Bank
92%
requests automated
<2s
response time
+35%
client satisfaction
From sign-up to the first automated request β under a day.
Step 1
Connect your communication channels
Connect Telegram, Viber, WhatsApp or telephony β whichever channels your clients already use.
Supported channels
Step 2
Configure the assistant for your bank
Upload your knowledge base, configure scripts and integrate with CRM β the assistant starts responding immediately.
What to prepare
Banks are one of dozens of use cases. See how HAPP AI solves challenges in other niches.
Terasa Restaurant
Table bookings, customer Q&A and review collection β fully automated.
Booking confirmed
Deluxe Room Β· 2 nights
Room bookings, guest Q&A and check-in via messengers.
Insurance claim
Processed in 4 minutes
Payout approved
Policy issuance, insurance claims and consultations without waiting.
Ready-made scenarios for the banking vertical β configured to your processes and launched without development.
Answers to the most common questions about HAPP AI for banks.
Yes. HAPP AI supports data encryption, access control and full audit logs. Integration happens via secured APIs β client data is not stored outside your infrastructure without your consent.
HAPP AI can trigger actions via your API (card blocking, application creation, etc.). Every critical action is confirmed by the client through verification β the assistant never performs operations without confirmation.
HAPP AI connects to core banking, CRM and internal systems via REST API or Webhook. Ready integrations exist for popular banking platforms; everything else is configurable.
The assistant transfers the conversation to an operator with full chat context. The client doesn't notice the switch β the conversation continues seamlessly.
Pricing depends on request volume, number of channels and required integrations. Corporate plans are available for banks β contact us for a quote.
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