How to set up omnichannel support for a neobank?

Your omnichannel AI agent can only answer correctly if it learns from your actual policies, product guides, and FAQs. In Chatref, upload PDFs, point to your help centre URL, or paste plain text — anything that defines how your neobank works. The knowledge base absorbs this material and later retrieves precise answers instead of guessing. A single source of truth across every channel eliminates contradictions and keeps responses compliant.

Once your content is loaded, the AI agents take over. They handle balance enquiries, card disputes, KYC questions, and more — all in your neobank’s tone and only from the materials you provided. Since Chatref works without internet search, sensitive financial queries never drift into uncharted territory. Set up one agent and it will serve chats on your website, mobile app, email, Slack, or WhatsApp, providing consistent omnichannel chat support out of the box.

True neobank multi‑channel support means a customer can start a conversation in email, continue in WhatsApp, and never repeat themselves. Chatref’s omnichannel capability links all your channels to the same AI agent and the same conversation history. Add channels in the Chatref app, drop the widget snippet into your web or mobile property, and point your support email or messaging APIs to the same endpoint. Every message, no matter where it arrives, appears in one unified thread.

Even the best AI will encounter moments a neobank’s specialist must step in — fraud alerts, vulnerable customers, nuanced complaints. The shared inbox shows live conversations alongside the AI’s full context, so your support team can jump into the same chat without asking the customer to repeat themselves. Assigning a colleague to take over is instant, and after resolution the agent resumes handling routine queries, letting you scale support without scaling headcount.

Although the core setup is complete once the channels and inbox are live, many neobank teams keep improving by reviewing tagged conversations and automatic digests. Chatref surfaces what customers actually ask about, so you can tune the knowledge base, refine agent responses, and close content gaps. This ensures your omnichannel support grows smarter week after week — all while your $50 free credit covers the initial run and pay‑as‑you‑go makes it risk‑free.