Your queue is full of the same account questions, your team is drowning, and customers still wait on hold at 2 a.m.
A support team of AI agents that resolves account questions around the clock
Support Concierge is a team of specialist AI agents led by a manager that reads each customer question and routes it to the right expert. It handles balances, payments, cards, disputes, loans, and fraud checks with live data, so routine tickets resolve without a person.
Reads 'my card was charged twice, block it' as two intents
Confirms identity before any sensitive action
Blocks the card and confirms a replacement
Ticket ID issued with a 5-day resolution window
one run · manager plans, specialists report, you get one answer
The job, before you had a team for it.
This is the work Support Concierge quietly takes off your plate.
The same account questions flood the queue every day
One chatbot gives shallow, generic replies
Customers wait on hold outside business hours
Agents burn out on repetitive card and balance requests
A team of agents, not one prompt.
A manager agent reads the goal and hands each part to a specialist built for it, then reconciles their work into one result.
Reads intent, routes each question to the right specialist, keeps conversation context, and handles multi-topic requests
Answers balance checks, mini-statements, and 'what was this charge' transaction questions.
Handles transfers, bill pay, and transaction status or history lookups.
Blocks or unblocks cards, resets PINs, and processes limit change requests.
Logs disputes, generates a ticket ID, and shares the resolution timeline.
Checks identity, flags suspicious activity, and escalates fraud cases to a human.
How it runs.
Fork it, point it at your inputs, and let the team work.
Choose the question types you get most, like accounts, cards, and disputes.
Point each specialist at live balances, transactions, and card records.
Tell the manager agent how to send each intent to the right desk.
Require identity checks before sensitive actions and set escalation paths.
A customer reports a double charge and wants their card frozen.
"I got charged twice for the same order and I think my card is compromised. Please block it."
- Identity verified before any action is taken
- Card blocked and a replacement confirmed
- Dispute logged with a ticket ID and 5-day timeline
- Clear summary of every step, sent back to the customer
Where teams put it to work.
Deflects routine balance, card, and dispute tickets so agents focus on complex cases.
Offers 24/7 in-app support without hiring a night shift.
Standardizes loan status and payment answers across every channel.
- Access to your account and transaction data sources
- Your routing and escalation rules
- The set of domains you want covered
- Accurate answers to account, card, and payment questions
- Logged disputes with ticket IDs and timelines
- Identity-verified actions on sensitive requests
- Clean handoffs to a human when a case needs judgment
What is Support Concierge?
Support Concierge is an AI customer support team that reads each question and routes it to a specialist agent. One agent knows accounts, one knows cards, one knows disputes, and a manager keeps the whole conversation on track.
It resolves routine account, payment, and card requests with live data, so most tickets never need a human.
How is this different from a chatbot?
A chatbot is one bot with a script that breaks on hard questions. Support Concierge is a coordinated team of narrow experts, so each answer stays deep and accurate.
The manager agent routes by intent and keeps context, which raises answer quality and lowers errors across every domain.
New to this? Read our guide on how to build a sales battlecard.
Questions, answered.
Will this replace my support team?
No. It handles the repeat questions so your people can focus on the hard 20% that needs judgment. Anything risky gets escalated to a human with full context.
Is it safe for sensitive banking actions?
Yes. A verification agent checks identity before any sensitive action like blocking a card or moving money, and it escalates anything outside policy.
Do I need to code this?
No. The template ships with the manager and specialist agents already wired. You connect your data, set routing rules, and go live.
Fork Support Concierge and make it yours.
Start from a working team of agents, then swap the tools, tune the instructions, and run it in your own workflows.
Fork this template