How to Create an AI Agent for Finance

Connect Your Data and Train Your AI Agent

Begin by connecting your knowledge base FAQs, help center, service documentation, compliance handbooks, and uploaded docs (PDFs, Excel, etc.). With pagergpt, you can also sync apps like Google Drive and Notion.

Want to go deeper? Follow this setup: how to train ChatGPT on your own data.

For example, your AI Agent can instantly answer queries like “How do I close my NRI account?” or “What’s the loan interest rate for salaried professionals?”

Personalize Agent Behaviour and Tone

Financial services require precision and professionalism. pagergpt allows you to define tone settings formal for investment or regulatory queries, conversational for account help, or empathetic for issue resolution.

You can create custom gpt agents by product line loans, mutual funds, corporate banking each with separate workflows.

Run test simulations to ensure accuracy and measure fallbacks. Make sure the AI Agent asks clarifying questions before proceeding with sensitive responses.

Connect with Apps, Capture Leads, and Go Live

Deploy your trained AI Agent across customer-facing channels web chat, Slack, WhatsApp, Messenger, or internal portals. Use customizable forms to collect leads, interest areas, and service preferences securely.

Easily add custom GPTs to your website to launch the agent with branded widgets.

Setup Live Human Handover For escalations (e.g., account closure, fraud reports), pagergpt offers real-time handoff through a shared live inbox. This ensures seamless customer query resolution without context loss critical in finance.

With pagergpt, Training and Deployment is Intuitive

pagergpt enables finance teams to build and launch AI Agents fast, with enterprise-grade compliance and multi-source training.

Features That Power Finance AI Agents in pagergpt

• AI Agent Studio : Set up AI workflows with predefined logic for intent recognition, fallback handling, tone control, and real-time escalation.

• CRM & Data App Integrations : Connect to customer databases, ticketing platforms, and content hubs. Automatically fetch data for questions like “What's my credit limit?” or “Show last month’s transaction summary.”

• Lead Capture with Privacy Control : Use opt-in forms to gather user data for onboarding, loan eligibility, or investment interest while ensuring consent and compliance.

• Smart Escalation : pagergpt routes high-risk or complex queries to live agents via shared inbox, ensuring your team takes over when needed especially for legal or sensitive issues.

• Multichannel AI Agent Deployment : Handle conversations on your website, inside mobile apps, or across WhatsApp, Slack, and Messenger via automated customer support.

• Advanced Insights : Get visibility into top user intents, escalation frequency, resolution success, and compliance metrics with AI-powered dashboards.

• Security & Compliance : pagergpt is ISO 27001, SOC II, and GDPR compliant, making it ideal for financial use cases that demand high trust and control.

Pricing That Aligns with Your Scale

pagergpt offers session-based pricing with unlimited message volume. Whether you serve 1,000 or 100,000 customers, you won’t pay per interaction.

Explore plan details here: pagergpt pricing