Generate customer insights in the Customer 360 page
Use the Banking CSR customer insights AI agent in the Customer 360 page to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives (CSRs) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.
Before you begin
Role required: sn_fso_csr.business_agent, sn_fso_csr.personal_agent
About this task
When requested, the Banking CSR customer insights AI agent will begin consolidating customer data and presents persona-based insights to help CSR agents prepare for callbacks, perform proactive outreach, or identify high-value customers that need attention.
Customer 360 Insights panel showing customer details, financial overview, AI-generated summary, and Now Assist panel with AI agent conversation.
Procedure
Navigate to All > Financial Services Operations > Workspace.
Open a customer record.
The customer record displays in the Customer 360 page.
Select Ask Now Assist.
The Now Assist panel displays. The Banking CSR customer insights AI agent begins analysis and displays customer insights, highlighting priority items and suggested follow-up steps. Pills are displayed for certain insights.
Select a pill to perform that action, or engage in conversation with the agent to have it assist with answering questions and reviewing the customer's profile.
Result
The AI agent answers your questions using information from its configured knowledge sources.
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