Client journeys

What clients asked the assistant, which Monument tools ran for them, and what came back. Each chat is one journey, keyed by the conversation id the assistant sends.

6journeys

12requests with request_intent

19tool calls

0handoffs

olivia09:48 AM–09:50 AM1 turns6 callschat f6e773c1

The assistant sent no request_intent with these calls.

get_bank_rules← bank rule: adviceMode09:48 AM
request_licensed_advisor← routed to a person09:48 AM
compare_savings_accounts← 3 rate lines compared09:48 AM
start_application← handoff: Open Welcome Saver in the Monument app09:49 AM
contact_bank← routed to a person09:49 AM
find_savings_accountI've got £60,000 and I'm new to you, where does it earn the most?← 6 rate lines ranked09:50 AM

olivia08:52 AM–09:13 AM2 turns4 callschat 61c937d2

request_intent

I'm new to Monument with £60,000 and want to see where it earns the most.

find_savings_accountI've got £60,000 and I'm new to you, where does it earn the most?← 6 rate lines ranked08:52 AM
find_savings_accountI've got £60,000 and I'm new to you, where does it earn the most?← 6 rate lines ranked08:52 AM

request_intent

I want to know what happens to the Welcome Saver after its first 12 months.

get_savings_account← Welcome Saver: 4.56% AER (variable)09:13 AM
get_savings_account← Welcome Saver: 4.56% AER (variable)09:13 AM

drawer:vydkne05708:51 PM–08:51 PM2 turns4 callschat af210242

request_intent

A client on monument.co looking for Show me £25,000 for 12 months in each through the savings assistant

find_savings_account12 month fixed £25,000← 6 rate lines ranked08:51 PM
find_savings_accountCash ISA 12 month £25,000← 2 rate lines ranked08:51 PM

request_intent

start application

start_application← preview: You open Easy Access Cash ISA in the Monument app. No link yet: say yes and I’ll08:51 PM
start_application← handoff: Open Easy Access Cash ISA in the Monument app08:51 PM

olivia08:50 PM–08:50 PM1 turns1 callschat 356dc9f5

The assistant sent no request_intent with these calls.

find_savings_accountI've got £60,000 and I'm new to you, where does it earn the most?← 6 rate lines ranked08:50 PM

david04:18 PM–04:18 PM1 turns1 callschat 39f9f846

request_intent

A client on monument.co looking for I have £410k with you. Should I put some into shares? What would you do? through the savings assistant

request_licensed_advisor← routed to a person04:18 PM

olivia04:18 PM–04:18 PM2 turns3 callschat c2ca7697

request_intent

A client browsing monument.co with the savings assistant

bank_rate_today← Bank Rate 3.75% (live)04:18 PM
get_savings_account← Welcome Saver: 4.56% AER (variable)04:18 PM

request_intent

A client on monument.co looking for I have £60,000 and I am new to you, where does it earn the most? through the savings assistant

list_categories← 6 accounts04:18 PM

Demo data: collected in memory and reset with the demo. Console · Bank rules · Run-of-show · Home