Financial sector

Customer Service Agent

The same question, answered three times a day. Whoever picks up the case has to look up the terms all over again.

Automates service requests and supports advisers with real-time information.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

The reply takes four minutes to write; the search before it takes longer.

A request arrives by email, through the customer portal or as a note from a phone call. The service agent assigns it to a request type, looks up the terms in the knowledge base, checks the CRM for the customer's recent history and writes the reply. If the request belongs to another team, the case moves on and the next person starts the search from scratch.

480requests a dayThat is how many cases a mid-sized service centre handles.
12request typesAlmost everything falls into a small number of recurring requests.
120follow-up questions to customersA quarter of cases need a detail only the customer can supply, and wait for the answer.
1 in 5misroutedEvery fifth case lands in the wrong team first and waits there.

The service agent sees request, reference and customer history together on opening the case and closes it 60% faster.

The 60% gain in processing speed is this agent's headline figure. The daily volume of 480 requests and the one in five misrouted cases depict a typical day in a service centre; they are not based on any measurement.

Three steps through the process.

The service agent is responsible for what the customer finally reads; the agent recognises the request and suggests a reply with references.

Assign the request to a type

The agent reads subject, text and attachments and assigns the case to a request type. It pulls in the customer's previous contacts from the CRM.

Case SVC-77341, request: card block and replacement card, 2 previous contacts found

Draft a reply with references

The agent drafts a suggestion and cites the passage in the knowledge base that each statement is based on. It takes fees and deadlines from the schedule of prices and services.

Draft reply with 3 references, stating the 6.00 euro replacement card fee and liability until the block is reported

Pass the case to the specialist team

If the request cannot be handled at first level, the agent attaches its suggestion and the references and routes the case to the responsible queue. The specialist team can see what has already been gathered.

Forwarded to the card services team, case with 3 references and 2 previous contacts

What the agent does not do.

It does not press send.

The draft stays in the case. The service agent sends it and is responsible for the information given.

It does not rule on goodwill or refunds.

It points to the term in the schedule of prices and services and flags the case. The team leader decides whether a refund is made in the individual case.

It cannot read a request from an attachment without text recognition.

If the customer photographs a letter and attaches it to the email, the agent cannot read the text. The service agent then records the request herself, and only then does the agent look up the references.

Connected systems

  • CRM
  • service centre ticketing system
  • knowledge base

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsService centre, call centre

The questions that come up before the first meeting.

How quickly is the Customer Service Agent ready to use?

A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “60% faster processing” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We establish the realistic effect for your organisation in the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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