Learning Path

BankAssist: WorkBench Intent Management

BankAssist's Intent Management feature is now updated with a range of new options, such as Pre-built Automated Flow,  Default message, Agent Transfer and Custom Flow to manage user intents.
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  • November 10, 2025
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BankAssist: WorkBench Intent Management

  • 000:20:00
  • Downloadable resources available
  • Certificate of completion included
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Details

Difficulty Level

Beginner

Language

English

Completion time

000:20:00

Product covered

BankAssist

This course highlights the details of the Intent Management feature in the workbench of BankAssist. We have extended the capabilities of our assistant to handle banking use cases in a more comprehensive manner, moving beyond the basic enable/disable framework. 

  • Understand how to manage user intents
  • Configure a Pre-built automated flow for any use case and add follow-up tasks
  • Set a default message and add follow-up tasks, if required
  • Transfer users to Agent 
  • Customize the existing dialog flows and many more