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Loan servicing voice agentMulti-modal
draftupdated a min agoDeploy agent
Scenario: Payment reminder outreach
Scenario 1: Payment Reminder
Say“Hi, this is the automated assistant from Riverside Lending about your auto loan. A payment of $412 is due this Friday — would you like to take care of it now, or talk through your options?”
↳Caller chooses to pay@intent_pay_nowproceed to·Identity Check
↳Caller mentions hardship@intent_hardshipproceed to·Hardship Options
Scenario 2: Identity Check
Say“Happy to help. To protect your account, can you confirm the last four digits of your SSN and your date of birth?”
↳Details match:verify_account_holderproceed to·Payment Setup
↳No match: retry up to 2 times@verify_failedif still fails, proceed to·Escalation
Scenario 3: Payment Setup
Say“You're verified. I'll text a secure link to your phone on file so you can confirm $412 from your account ending 8821.”
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LiveMaria Lopez · M#48201
02:14Caller
I'm really frustrated — this is the second time I've called about the same fee.
Agent
I understand, let me pull up your account details right now.
Caller
If I get hit with another fee, I'm closing the account.
Objection detectedAccount closure threat · Fee dispute
Suggested rebuttal
“I hear you. Let me waive this fee and look at how we can prevent it next time — would that work?”