Optimizer designed and implemented a humanised AI Digital Agent operating seamlessly across both voice and text channels.
The solution was built using a multi-source RAG architecture to ensure accurate, contextual responses grounded in verified information.
The platform integrates directly with the bank’s CRM system, enabling full visibility of interactions and seamless handover to a human agent whenever requested by the customer. This ensured continuity, trust, and service reliability.
The AI agent was developed in close collaboration with the bank to reflect the expected tone, behaviour, and interaction standards. It supports multiple languages and provides natural, conversational engagement.
Additionally, the underlying platform allows new AI digital agents to be configured and deployed with low effort, enabling scalability and faster rollout of future use cases.