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Popular guides & articles

Video channel

Video calls are a way for a bank customer and a bank employee to have a real-time conversation. This type of connection conveys the feeling of a real face-to-face conversation, adding a human touch to the digital world.Thanks to real-time conversation, issues can be resolved more quickly, and the customer can easily explain the matter […]

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Chat Area

The LiveBank chat area is divided into three sections (columns): a list of my conversations divided into two sections (all ongoing conversations and all completed conversations), a chat window that displays the selected active conversation and the conversation history of authorized customers, a space for managing cases or conversations Conversation List (“In Progress” and “Completed” […]

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Case Management

Case management in LiveBank is available only to the bank (agent and administrator roles). Customers cannot manage cases. Case Management by Agent The agent has the following functions for managing the client’s file: Changing the Status of the Current Customer File The agent can change the status of an unresolved customer case to any of […]

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Routing: Overview

The LiveBank app has its own built-in routing system. The routing mechanism is limited to managing customer contacts: Prioritize contacts based on contact type, subject, or case type assign the appropriate agent based on the guidelines that best meet the company’s needs It is placed in a queue if the appropriate agent cannot be reached […]

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Types of Customers

LiveBank's goal is to offer a wide range of options for communicating with the bank, whether you're already a customer or a prospective customer. 

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Chat channel

What is a chat conversation? A customer who is accustomed to using various chat apps in their daily life easily adapts to communicating with the bank through this medium as well. Chat is an option for conducting an asynchronous conversation between an unauthenticated customer and a bank employee. This type of connection makes it possible […]

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