Lets Meet Conversational Self-Service Platform

Security-first customer self-service without breaking compliance.

Challenge

Enable secure conversational self-service for statements, tax certificates, and transactional journeys while preserving compliance, approvals, and traceability.

Approach

We moved from paper-mocked flows to a production-grade assistant:

• Conversation design mapped to compliance-safe journeys.
• Built in C# on Microsoft Bot Framework with a reusable core platform for multi-client deployments.
• Secure integrations for transactional actions with approval steps.
• Authentication and authorization baked into every flow.
• Auditability and trace logs across interactions and outcomes.
• Staged rollout with monitoring and feedback loops.

Results

A trusted self-service channel that reduced manual servicing while maintaining security, compliance, and transparent audit trails.