Teller procedures
Tellers check the steps for unusual transactions while the customer waits.
Banking and insurance · Branches and service desks
Branch staff helpdesk
Staff ask about procedures and circulars on branch desktops instead of waiting on a central team.
- Desktop
- Works offline
Desktop assistantOn this device · no internet needed
New KYC rule for joint accounts?
From this month, each joint holder completes KYC separately. Circular 14 has the checklist.
What is the cash withdrawal limit without ID?
Per the branch cash circular on this tablet, withdrawals without ID are allowed up to the limit in section 3. Above that, ask for one of the IDs listed in section 4.
Which circular replaced circular 9?
Circular 14 replaced it from the first of this month. The joint account section is the main change.
The problem
Procedures and circulars change often, and branch staff are expected to know them. Searching folders takes time with a customer waiting, and calls to the central helpdesk queue up. New staff are the most affected.
Who uses it
Branch staff and managers, on their branch desktop.
What you train it on
- Operations manuals
- Circulars
- Internal policies
- Product rules
How it works on the device
- 1
Trained on your circulars and manuals
Operations manuals, circulars and internal policies.
- 2
Answers at the desk
Staff ask in plain words and get the rule with the circular number.
- 3
New circulars every morning
Approved circulars reach every branch in the next update.
Why it runs on the device
Answers while the customer waits
No searching through folders.
Fewer helpdesk calls
Routine questions are answered at the branch.
Always the current rule
Answers cite the circular in force.
Questions
No. It answers routine questions so the helpdesk can focus on complex cases.
In the next update after your team approves them.
Yes. You choose what each region or branch type receives.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.