Transaction Queries
One of the critical queries for Finance is transactions. Therefore, having a set of transaction questions for any bot will reduce friction by keeping the information in the conversation rather than sending the customer to website FAQs, a ‘MyAccount’ page or having to speak to an agent.
Transaction Queries Flow
The transaction queries flow typically begins with the user submitting a query about a specific transaction on their account. To contain a transaction query, we need to ask for some information. Such as:
- Account details
- Transaction ID
- Transaction date
- Transaction type
Once the customer provides the information, then the bot checks the account and provides details about the requested transaction. You will need an API call to retrieve the transaction details.
If the user has follow-up questions or concerns, the bot can provide further information or connect the user to a live agent.
Design
This is a typical design for a transaction queries flow within a bot:
