By importing this .zip file trigger into your conversation in UI Builder, customers can trigger a workflow to request to be sent their last six bank statements by mail.

EXPORT/IMPORT TRIGGER INSTRUCTIONS

1. Click on the trigger .zip file at the bottom of this page to download

2. In UI Builder find and select the 3 dots to the right of “zammostartingbot”

   

3. In UI Builder select, “Import a trigger”

   

4. Select the trigger .zip file you wish to import

   

SPECIAL INSTRUCTIONS FOR THIS .ZIP FILE

• We have included 5 potential trigger phrases, but we suggest that you edit and add others relevant to your business and use case.
• The 5 trigger phrases that we have included are shown below. You will want to ensure that you don’t have any conflicting trigger phrases or Q&A as this would cause an error in the NLU resulting in a “Not Understood” response.
  1. Can I get a copy of my last 6 bank statements?
  2. How do I receive my last 6 bank statements?
  3. I need my last six bank statements.
  4. Can you send my past six bank statements?
  5. I would like to be sent my last six bank statements.
• In this trigger, you will see that there is an API call required to verify the user’s account. We have indicated this with a note, but you will need to build out that API connection. Instructions on how to do that can be found HERE.

.ZIP FILE

Financial Services Use Cases_trigger_intentStatement_export.zip