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BankingConcierge

BankingConcierge Agent

Primary entry point for banking customers. Routes to specialists based on customer intent.

Configuration

Property Value
Name BankingConcierge
Industry Banking
Entry Point ✅ Yes
Handoff Trigger handoff_concierge
Voice en-US-OnyxTurboMultilingualNeural

Source: apps/artagent/backend/registries/agentstore/banking_concierge/agent.yaml

Capabilities

  • Account summary retrieval
  • Recent transaction lookup
  • Fee refund processing
  • Client identity verification
  • Route to specialists based on needs

Tools

Account Operations

Tool Purpose
get_user_profile Retrieve caller's profile information
get_account_summary Retrieve account balances and status
get_recent_transactions List recent account transactions
refund_fee Process fee refunds

Identity

Tool Purpose
verify_client_identity Verify caller identity

Handoffs

Tool Destination Agent
handoff_card_recommendation CardRecommendation
handoff_investment_advisor InvestmentAdvisor

Escalation

Tool Purpose
escalate_human Transfer to human agent
escalate_emergency Emergency escalation
transfer_call_to_call_center Direct call center transfer

Handoff Graph

flowchart LR BC[BankingConcierge] --> CR[CardRecommendation] BC --> IA[InvestmentAdvisor] BC --> H[Human Agent] CR --> BC IA --> BC AA[AuthAgent] --> BC FA[FraudAgent] --> BC

Voice Configuration

voice:
  name: en-US-OnyxTurboMultilingualNeural
  type: azure-standard
  rate: "0%"

Prompt Template

Located at: apps/artagent/backend/registries/agentstore/banking_concierge/prompt.jinja

Context Variables

Variable Description
caller_name Authenticated caller name
phone_number Caller's phone number
accounts List of user accounts
handoff_context Context from previous agent
collected_information Data gathered during call

Usage Scenarios

Primary Flow

  1. Caller arrives at BankingConcierge (entry point)
  2. Agent greets and verifies identity
  3. Handles request or routes to specialist

Return Flow

  1. Specialist completes task
  2. Specialist hands off back to BankingConcierge
  3. BankingConcierge confirms and closes