One AI support agent for both personal and business customers. Tracks payments across SWIFT, local and wallet corridors; resends compliance task upload links to unstick held transfers; cancels and recalls payments against the real SendPayments policy; handles MFA, locked accounts, and profile updates. Chat and voice from one configuration.
Open the chat below or call the Send Payments line. The agent is loaded with realistic payment references and account states so you can walk through the five highest-volume support flows end to end.
Click any prompt to copy it, then paste into chat or read it over the phone.
Use jane.doe@example.com for a verified personal account, jane@acme-import.com for a business account with multi-currency wallets and a dedicated AM, or type any email to see how the agent handles a blank record.
The six things worth showing on an ASIC and AUSTRAC regulated FX business serving both personal and business customers.
Quotes corridor, status, cancellable flag and arrival estimate in the first reply — including when a payment is held on a compliance task, so the customer never has to ask twice.
Resends the secure upload link for an open task straight to the customer's registered email. The 1-business-day review SLA gets quoted every time — never promised faster.
Cancel is pre-release and self-serve. Recall is post-release with the "not guaranteed" and "do not create a second payment" rules quoted verbatim from the real policy. The agent never confuses the two.
Scam, impersonation and unauthorised-access reports skip the recall flow and route straight to the fraud specialist team. An AI-written internal note hands over context so the human doesn't have to re-ask.
Grounded in the real help centre, not fabricated. Live rates are deferred to the portal; the AUD $250 minimum is quoted every time; SWIFT intermediary charges are named as outside Send's control.
Personal and business customers land on the same agent. Business account lookups surface the dedicated AM for strategic FX asks; the agent absorbs the tier-1 chase so AMs focus on the rate conversation.
From this demo to an agent that answers, acts and hands off on real Send Payments data.
Point the agent at supportportal.sendpayments.com and your internal policy pages. The demo already pulls 100+ articles; this step connects the live help centre so updates flow through automatically.
Swap the payment, account and task mocks for your live portal APIs. The agent now answers "where's my payment?" with a real reference, status and timestamp from the Send backend.
Wire cancel, recall, resend-task-link and profile-update actions to real systems. The quote-and-confirm gate stays in place, so a cancel or recall never fires without explicit customer consent.
Chat and voice today, plus outbound task-chase SMS for held payments. Add email next; email was the original Send support channel and the same agent prompt applies with no rewrite.
The single biggest contact driver on any cross-border payments business — "where's my payment" — resolves without a human touch. On a comparable remittance subscriber, 70% of these go all the way to resolution end to end.
Customers who lost the task email can get the upload link resent in one message. Transfers that would otherwise sit for days on a compliance hold release the same business day.
The AI absorbs the tier-1 status, task-chase and limit questions that take up an AM's day. AMs land on the strategic deals and bespoke FX quotes that actually move the account.
No "please contact us during AEST hours" chat replies. The agent runs through the night with full policy context, warm-handing anything strategic back to the right team at open.
The reverse-transfer flow has an explicit fraud gate: scam, impersonation and account-takeover reports never run the recall skill. They go straight to the specialist team with an AI-written context note.
Every skill, policy and mock in this demo was built in the Lorikeet platform itself. Change a limit, tighten a confirmation rule, add a new corridor, no engineering ticket required.
A short workshop to shape the payment, task and recall logic against your live SendFX systems.
Talk to the team