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Before the process, what supports it: why we exist, how we protect every operation, which standards we follow and where your data lives.
The belief, the six hows with their proof, what we sell and how to start with a first flow.
See the strategy →«Actions» with limits no one expands, conversation locks, data isolated per client and change control.
See security →The standards we follow from the design stage, those of each industry and the decisions that always belong to your institution.
See the standards →Four deployment levels, from the cloud to your premises, and five questions to choose.
See the levels →Every solution divides the work the same way: an AIE agent is left with what requires judgment; what must come out the same every time lives in a system; and the last word is human.
Keeps the decisions that require judgment, empathy and responsibility, and receives the full context when a case escalates.
Abbie executes within her mandate; Caddie guides and prepares so the human agent can authorize.
Amounts, deadlines, policies and records live in the company's systems and in Abbi Actions.
Eight processes we know well. Each one is designed on a base process and adapted to your rules, your sources and your operations.
A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →A typical five-step process and what is adapted in each implementation.
See the process →Illustrative example; adjusted in each implementation.
Adapted with: suitability rules per product · authorized cross-selling · connection to your CRM. The closing, and whatever the law reserves for a licensed professional, is handled by your advisor.
Illustrative example; adjusted in each implementation.
Adapted with: your compliance team's checklists · electronic signature · requirements by account or policy type.
Illustrative example; adjusted in each implementation.
Adapted with: catalog by customer segment · your own comparison tools · what must never be said.
Illustrative example; adjusted in each implementation.
Adapted with: prerequisites for the appointment · multiple locations or specialists · waiting list.
Illustrative example; adjusted in each implementation.
Adapted with: diagnostics per product · service levels by customer type · closing survey.
Illustrative example; adjusted in each implementation.
Adapted with: deadlines by country and regulator · reports for the regulator · escalation to an internal committee.
Illustrative example; adjusted in each implementation.
Adapted with: contact hours permitted by law · strategy by delinquency bracket · restructuring agreements.
Illustrative example; adjusted in each implementation.
Adapted with: your quality criteria · training plans per human agent · connection to your quality tools. Development, not surveillance.
Illustrative example; adjusted in each implementation.
The actions come from the proposed initial Abbi Actions catalog; each implementation confirms which ones are enabled.
Reminders, promises, payment agreements and payments with firm, respectful treatment, during the hours regulations permit.
Marco Each market's collections rules; for example, those of CONDUSEF in Mexico and the FDCPA / Regulation F in the United States.
Situation
A customer has a payment about to fall due or already past due.
How it is resolved
Situation
The customer asks for a payment agreement that requires conditions before it is signed.
How it is resolved
Initial diagnosis, tickets and follow-up with patience, approved procedures and the real status in the system.
Marco Approved procedures only; escalation to a person with the full context.
Situation
A customer reports that a service is not working and wants to know what comes next.
How it is resolved
Situation
The customer asks again about an open case.
How it is resolved
Inquiries, disputes and requests resolved with current information and a person available when needed.
Marco Minimal data; notice of AI assistance, recording and transcription according to each country's regulations.
Situation
A customer asks what they need for a request or what a service includes.
How it is resolved
Situation
A customer doesn't recognize a charge; the human agent must follow the procedure.
How it is resolved
Appointments, confirmations and changes at any time, against the real availability of the schedule.
Marco Consent and contact notices according to each country's regulations.
Situation
A customer wants to schedule, confirm or change an appointment outside office hours.
How it is resolved
Situation
An appointment is approaching and the company wants to reduce no-shows.
How it is resolved
Customer onboarding and first steps with identity, documents and conditions verified before activation.
Marco Identity verification and document retention according to each market's industry regulations.
Situation
A new customer needs to complete their onboarding and doesn't know what is missing.
How it is resolved
Situation
An activation requires verifying identity, documents and conditions before it goes live.
How it is resolved
Evaluation of interactions with evidence and a clear view of risks for supervisors.
Marco No sanction or final score without human review.
Situation
The quality team needs to review more interactions without losing judgment.
How it is resolved
Situation
A supervisor needs to know where to step in during operations.
How it is resolved
Specific feedback at the close of each interaction and an onboarding mode for new human agents.
Marco Training is based on the company's current procedures.
Situation
A human agent finishes an interaction and wants to know what to improve.
How it is resolved
Situation
A newly hired human agent handles their first cases.
How it is resolved
Illustrative examples, not existing deployments. The actions, channels and systems in each case depend on the implementation.
Hiding that it is AI, stating things without a source, making up conditions, asking for credentials, applying pressure or learning on its own: six locks fixed in the entity that no client, deployment or configuration level can relax.
Together with the bounded mandate of Abbi Actions, data isolated per client and change control.
See the locks →Banking, insurance, healthcare, telecommunications, energy, mining, government and BPO.
See the standards →Banking, insurance, healthcare, telecommunications, energy, mining, government and BPO.
See industries →Process consulting ends in a design ready to implement.
Process consulting →Implementation, capacity and metered usage, through your partner.
See pricing →
Your request goes to the partner assigned to your company.
Let's talk about your operations →or write to us at hola@abbiamo.ai