Financial Services | Client: Mid-Market Lender
Manual processing of statement/KYC/loan-document emails in Zoho Desk led to high agent workload, variability in responses, and SLA slippage. Agents had to interpret free-text, locate records, fetch documents from external systems, draft emails, update CRM, and close tickets—creating delays and quality risks.
Ebot automates the end-to-end email processing flow with intelligent classification, document retrieval, and automated response generation.
Advanced NLP models classify incoming emails into categories: statements, KYC documents, loan documentation, and general inquiries with 85% accuracy.
Seamless integration with document management systems and APIs to fetch required documents based on extracted customer information and request type.
Built-in PII redaction, confidence thresholds for quality control, and comprehensive audit logging to meet financial services regulatory requirements.
Simple 3-step automation that transforms email chaos into organized efficiency
Email arrives → AI reads & understands → Extracts key details automatically
Finds right documents → Applies business rules → Generates compliant response
Sends reply → Updates CRM → Closes ticket → Logs everything for audit
Average processing time: Under 60 seconds
Zoho Desk, Zoho CRM, LLM-based intent, serverless orchestration, document-management APIs, secrets vault, observability/logging, RBAC.
Process mapping, policy catalog, dataset prep
Classifier/NER tuning, API integrations, templates
Pilot + confidence gates
Full rollout, dashboards, training, hypercare
PII redaction before model calls where applicable with region-aware data handling
Allow-listed prompts and templates with confidence thresholds and human-in-the-loop
Per-ticket audit log with comprehensive tracking and compliance reporting
Built-in safeguards and monitoring for continuous compliance assurance