Finds and books financial-center appointmentsLocates the nearest Bank of America center based on the customer's current location and books an appointment slot in seconds.
Answers spending questions on requestResponds to natural questions like 'how much did I spend on my checking account' without the customer navigating menus.
Pulls full transaction historySurfaces a customer's complete account activity history on a simple conversational request.
Proactive balance and bill remindersNotifies customers of their current balance, upcoming bills, and possible overspending or duplicate subscriptions.
Escalates to a human agent when stuckAutomatically routes the conversation to a live agent when it can't understand what the customer is asking.
Summarized from 1 community tutorial · July 2026
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