Account services menu flow template

How the conversation runs

1. Bot sends

   Hi {{name}}! 🔐 For your security we never ask for PINs or passwords on chat. How can we help?

   Balance / statementUpdate my detailsTalk to an agent
2. Bot sends

   For account details, please use our app or portal — it's instant and secure: [app link] Need help logging in? Just reply here.
3. Hands the chat to your team

   Sure — our team will verify you with an OTP and update your details safely. 📇
4. Hands the chat to your team

Answers marked {{like_this}} are saved on the contact and reusable in campaigns. Unrecognised replies re-prompt the menu instead of dead-ending.

More Finance & Insurance flows