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Agent · Spec in review

Account Servicing Voice & Chat Agent

Resolves high-volume servicing contacts end-to-end across voice and chat, including payments, payoff quotes, due-date changes, extensions within policy and insurance updates, with warm transfer and context handoff for complex cases.

Full spec in reviewAutonomousComplexity: Medium
The full specification - workflow, tools, guardrails, handoffs and evaluation set - is in review and will replace this page when published.

What it does

  • Authenticate caller
  • Take payments and set autopay
  • Generate payoff quotes with good-through dates
  • Process due-date changes and extensions within eligibility rules
  • Capture insurance updates
  • Transfer with context when needed

Systems and data it works with

  • Core loan servicing system
  • IVR/CCaaS platform
  • Payment gateway
  • Insurance tracking vendor
  • CRM