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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.
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.
Voice, look, and behavior all customizable to match your brand.
Built to replace traditional IVR โ natural-language conversation that handles common cardholder questions and routes complex ones the right way.
Voice, greeting, hold messaging, language coverage โ all configurable. Push toward higher containment than your current 80โ85%.
Designed for the complex, regulated workflows Green Dot called out: fraud, disputes, card replacement, IVR replacement, and the guardrails to ship them safely.
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.
Natural-language voice for the long tail of cardholder questions โ balance, transactions, activations, password resets. Designed to push containment past your current 80โ85%.
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.
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.
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.
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.
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.
Card activation, disputes, lost/stolen cards, direct deposit, balance, fees, password reset, add money. Each one trained on Green Dot's actual help center.
100+ articles scraped from greendot.com/helpcenter. The agent grounds every answer in your authoritative content โ not generic LLM training data.
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.
Chat + voice are live in this demo. Email, SMS, WhatsApp, and Sunshine integration all available โ the same workflows run across every channel.
Connected to your actual cardholder data. Handling your real volume. Running through Salesforce and Twilio. This sandbox is just the start.