Sales Workshop
Fintech solution

AI sales agent for money transfer services and fintech

A customer downloads the app, signs up — and never makes a transfer. The AI agent contacts new users itself, explains how to make the first transfer, answers questions about fees, limits and timing at any hour, and wins back people who haven't used the service for a while.

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Sound familiar?

Where the money leaks

They sign up but never transfer

Many new users stop between sign-up and the first transfer: stuck on verification, put off by a fee, or simply busy. Without a quick follow-up, they don't come back.

A call centre is expensive and slow

Having people call every new user within minutes of sign-up costs a lot, and on peak days the queue stretches to a day or more.

Questions arrive around the clock

People send money in the evening, at weekends and from other time zones. If the answer about a fee or delivery time comes hours later, they use a competitor.

Scenarios

What the AI agent does in fintech

1

Gets users to their first transfer

Messages or calls a new user on a trigger — after sign-up or when they stop at a step in the app — explains what to do next and handles their doubts.

2

Answers questions 24/7

Fees, limits, countries and payout methods, delivery times — from your material, on WhatsApp, Telegram, in-app or website chat and by phone.

3

Helps with verification

Explains the steps and which documents are needed — the customer enters their details only in your app.

4

Wins back dormant users

After the period without transactions that you set, it reminds them about the service and tells them about offers and rates for their corridor.

5

Hands complex cases to support

A delayed transfer, a disputed transaction, a security question — the agent transfers the call to your team mid-conversation, with the case history.

10–30 s

reply to every new enquiry

24/7

nights, weekends and holidays

hundreds

of conversations at once

3–5 days

done-for-you launch on Business

Figures describe the Sales Workshop platform, not a specific client's results.

Case study

e-pocket: activation conversion up from 7% to 10%

The problem

Customer activation was handled by a call centre, with activation conversion at 7%.

10%

Activation conversion

7%

Before the agent

AI agent

Instead of the call centre

FAQ

Frequently asked questions

Will the agent ask for card details or codes?
No. Those limits are set in the agent's settings: it never asks for card numbers, CVV, passwords or SMS codes. Customers complete verification in your app — the agent only explains the steps.
How does the agent improve activation?
It contacts the user right after an event — sign-up or stopping at a step — and clears up whatever stopped them making the first transfer. The money transfer service e-pocket replaced its call centre with the AI agent and lifted activation conversion from 7% to 10%.
Can the agent answer questions about rates and fees?
Yes, from the data you give it: fees, limits, corridors, delivery times. If your rates change all the time, the agent sends the customer a link to the current rate in your app or on your website.
Which systems does it work with?
HubSpot, Bitrix24 and amoCRM; your platform connects over API and webhooks. When a deal moves stage in Bitrix24, the agent can call the customer itself.
What does it cost?
Activation and win-back usually need Business — from $1,334/mo: trigger-based outbound calls and a done-for-you launch in 3–5 business days. Cold calling large lists is on Enterprise. For inbound questions only — PRO, from $683/mo.

Put an AI sales rep to work in your industry

Plans start at from $144/mo — less than one sales hire. Start on the platform yourself, or take Business and we set it up for you in 3–5 days.

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