SectorsFinance
Finance
Financial support work is high-volume, sensitive, and mostly rule-following: balance checks, dispute intake, first-line fraud questions. A flow can answer these consistently across chat, API, and phone, with the specific policy logic written into guardrail nodes rather than hardcoded.
Where it fits
- Account inquiries and dispute intake are repetitive, well-defined interactions that a flow can answer directly from a Table or RAG database instead of routing every call to a person.
- Guardrail nodes run a judge prompt over input, output, or tool calls before a response goes out, so you can enforce a review policy on sensitive answers without writing custom code.
- Per-agent secrets are encrypted at rest and can supply an organization's own provider API key to a flow, keeping credentials and billing under the organization's own control.
What this looks like
- An inbound SIP gateway node so a customer can call in to verify a flagged transaction, with the call sharing session state with any chat interaction on the same agent.
- A guardrail node encoding whatever verification or disclosure policy your compliance team requires, since the platform doesn't ship a built-in fraud or compliance detector.
- A plugin action for anything the built-in node types don't cover: a custom Python plugin can call your core banking API directly from a flow.