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Lorikeet AI Demo for Green Dot

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Built for Green Dot Fintech-Grade Guardrails

We built this for Green Dot

This isn't a slide deck. It's a working AI agent that handles card activations, disputes, lost/stolen cards, direct deposit setup, and balance inquiries โ€” with the safety net a regulated fintech needs. Try it.

Try the Chat Agent

Ask anything a Green Dot cardholder might ask โ€” activations, disputes, lost cards, direct deposit, balance, fees. The agent uses real Green Dot help center content.

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Click the chat icon in the bottom right corner

Voice, look, and behavior all customizable to match your brand.

"How do I activate my Green Dot card?"
"Someone made charges I didn't authorize"
"I lost my card โ€” what now?"
"Set up direct deposit with my employer"

Try the Voice Agent

Built to replace traditional IVR โ€” natural-language conversation that handles common cardholder questions and routes complex ones the right way.

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+1 (320) 347-3419 Tap to call the demo voice agent

Voice, greeting, hold messaging, language coverage โ€” all configurable. Push toward higher containment than your current 80โ€“85%.

What Lorikeet can deliver for Green Dot

Designed for the complex, regulated workflows Green Dot called out: fraud, disputes, card replacement, IVR replacement, and the guardrails to ship them safely.

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Guardrails Built for Fintech

Two layers of safety: customer-message checks (fraud detection, legal threats, jailbreaks) and AI-response checks (no financial advice, no unauthorized promises, no PII collected in chat). Ready for Fed and CFPB scrutiny.

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IVR Replacement

Natural-language voice for the long tail of cardholder questions โ€” balance, transactions, activations, password resets. Designed to push containment past your current 80โ€“85%.

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Complex Workflows

Dispute filing, fraud reporting, card replacement, direct deposit setup โ€” all the high-volume, regulated workflows handled end-to-end with safe human handoff when needed.

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Coach & QA Agent

A secondary AI does 100% QA on every conversation โ€” automating what your team already does manually with digital scorecards. Plus a coach surface for live agents.

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Simulation Before Live

Run thousands of synthetic tickets against new workflows before turning them on. Stress-test fraud, disputes, card replacement edge cases โ€” find the failure modes in staging, not in production.

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Sits Inside Salesforce + Twilio

Lorikeet drops into your existing Salesforce + Twilio stack as another agent seat. Real-time feeds or digest-based โ€” your call. 24/7, multilingual, never off-shift.

How this demo was built

Real workflows, real knowledge base, real guardrails โ€” built from your public help center content. Once you plug in your internal docs and customer data, it just keeps getting better.

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Workflows for your top scenarios

Card activation, disputes, lost/stolen cards, direct deposit, balance, fees, password reset, add money. Each one trained on Green Dot's actual help center.

2

Knowledge base from real content

100+ articles scraped from greendot.com/helpcenter. The agent grounds every answer in your authoritative content โ€” not generic LLM training data.

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Guardrails that matter for fintech

No financial advice. No unauthorized refund promises. No PII requests in chat. Fraud and legal-threat detection. Adversarial input handler. Demo-mode fourth-wall break for gaps.

4

Channels ready to ship

Chat + voice are live in this demo. Email, SMS, WhatsApp, and Sunshine integration all available โ€” the same workflows run across every channel.

Ready to add the world's best CX AI?

Connected to your actual cardholder data. Handling your real volume. Running through Salesforce and Twilio. This sandbox is just the start.

Finish Setting Up Your Sandbox โ†’ Discuss With Our Experts