Ebook
Banking Service Journeys with Dialogflow CX and Generative AI
A guide to using Dialogflow CX and generative AI for banking service journeys, with attention to data, controls, and customer experience.
This guide is for banking teams that want to improve digital service without losing control of regulated customer journeys.
It explains how Dialogflow CX and generative AI can work together when the assistant must answer accurately, follow process, and respect data boundaries.
What the guide covers
- Hybrid conversation design with controlled flows and grounded responses.
- Use of data stores, websites, FAQs, and BigQuery as response sources.
- Banking journeys such as balance checks, card reporting, profile updates, statements, and loan questions.
- What must be governed before AI is introduced into customer service.
Where SquareShift helps
SquareShift helps teams design and build AI service assistants that are connected to real systems and tested for production use.
For banking, this includes workflow design, data grounding, escalation paths, security review support, and deployment planning.
Useful when
- Contact-centre teams want automation for repeat service journeys.
- Digital banking teams need controlled AI, not open-ended chatbot behavior.
- Customer data, audit, and compliance constraints must shape the design.
- The first release must be useful without taking unnecessary operational risk.
Publication request
Request this publication.
Share what you are evaluating and we will send the relevant material, or connect you with the SquareShift specialist closest to the topic.
Talk to us about the work behind this publication.
We can help turn the evaluation into a practical roadmap, prototype, or production system.