Check and pay off loans
The check and pay off loan process allows users to see the status of their loans- including amount, due date and remaining instalments.
In addition, the bot can help schedule a payment for the current instalment, next instalment or complete payment of the entire loan or credit.
Using the entire database context, it will check if you have enough balance in your account as well, and deduct the payment amount.
How to test?
Firstly, you need an appropriate test customer account with an outstanding loan or credit.
Check-in with bot designers to set your account up.
For existing users:
1. Ask about "check loans" to the bot.
2. Follow the steps to authorize your account information.
3 Select the options provided (depending on your account scenario) to check the balance, make a payment or other information.
Check a loan
Go directly to check loan and pay off process by clicking below.
Example of the Loans Database
These are tables included in the main Customer Data Base sheet.