Agent: Hello! Thanks for calling ACME Bank. My name is Babu. How can i help you?
Caller: Hi. I’m calling about my Rewards card.
Agent: How can i help you with your rewards-card?*
Part 2: AgentAssist retrieves information using the information gathered earlier (eg card type).. in this case by using conditional answer in QnAbot, but other mechanisms - such as custom logic with Lambda hooks or Bedrock Agents - could also be used.
Caller: I was wondering, what is the cash back rate for this card?
Agent: I’m looking that up for you now. It won’t take long.
AGENTASSIST: Suggested response: Yes, I see here that the rewards card has a 2% cashback rate on your everyday spending. Did that answer your question? Anything else I can help with today?
Agent: Yes, I see here that the rewards card has a 2% cashback rate on your everyday spending. Did that answer your question? Anything else I can help with today?
Caller: Can you tell me what kinds of life insurance policies you have?
Agent: Yes, of course. I’m just pulling up our latest life insurance policy information now.
AGENTASSIST: Open https://en.wikipedia.org/wiki/Life_insurance: We offer many types of Term life insurance, and Permanent life insurance, including Whole life, Universal life, Endowment policies, Accidental death policies, and more.
Agent: We offer many types of Term life insurance, and Permanent life insurance, including Whole life, Universal life, Endowment policies, Accidental death policies, and more.
Part 4: Caller asks a question for which we don’t have an FAQ.. Demonstrates fallback to a knowledge base query on unstructured docs (in the case the crawled website)
Caller: Interesting. What is a universal life policy?
Agent: I'll tell you in one second!
AGENTASSIST: Universal life insurance is a type of permanent life insurance policy that combines a death benefit with a savings component by allowing policyholders to vary premium payments and coverage amounts. The cash value portion of the policy grows tax deferred. Source Links: Life insurance - Wikipedia, Mortgage loan - Wikipedia
Agent: Universal life insurance is a type of permanent life insurance policy that combines a death benefit with a cash value savings component. Universal life policies are flexible in that lot of policy holders can change coverage amounts and premium payments over time.
Caller: What is its coverage period?
AGENTASSIST: "Universal life insurance provides lifetime coverage, with no fixed end date for the death benefit coverage." Source Links: Life insurance - Wikipedia
Agent: Universal life insurance olicies typically provide life time coverage as long as premiums are paid.
Caller: Do they have cash value?
AGENTASSIST: Yes, universal life insurance policies do have cash values. The references state: "Universal life insurance policies have cash values. Paid-in premiums increase their cash values; administrative and other costs reduce their cash values." Source Links: Life insurance - Wikipedia
Agent: Yes, universal life insurance policies do have cash value savings component. Paid-in premiums increase the cash value.
Caller: That sounds great. Thanks.
Agent: Is there anything else I can help you with today?
Caller: Nothing else just now. You’ve been a big help. Thank you so much.
Agent: No problem. I am very glad to hear you say that I was able to help you today.
AGENTASSIST: Thanks Bob! We appreciate your business. Check out our website at ACMEBank.com to learn about all our other products, and feel free to call back if you have any additional questions. Have a great day.
Agent: Thanks Bob! We appreciate your business. Check out our website at ACMEBank.com to learn about all our other products, and feel free to call back if you have any additional questions. Have a great day.
Caller: Thanks. Bye.
Agent: Goodbye.