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Features > AI self-service

More answers. More time for relationships.

Help account holders find answers and understand their next steps, day or night. Combine guided self-service with AI grounded in your approved resources, with a path to your team when needed.

Illustrative AI self-service choices for product information, an account guide, and a path to the banking team.

AI self-service at a glance

Everyday help. A personal connection.

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24/7 availability

Provide self-service beyond business hours, when questions arise.
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Guided conversations

Help people find product and service information through configured questions and choices.
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Generative answers

Respond to naturally phrased questions using institution-approved resources.
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Configured workflows

Guide people through informational steps defined by your institution.
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Employee handoff

Transition from self-service to an employee with conversation context.
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Self-service insights

See the questions people ask, the resources used, and engagement trends.

How AI self-service works

Your knowledge. Your service approach.

Lynq® AI combines the complete relationship-banking experience with structured and generative AI self-service.
  1. Define guided conversations and informational workflows for common questions
  2. Ground generative answers in approved institutional resources
  3. Transition to employees when personal support is needed
  4. Review questions and engagement to identify opportunities to improve
Illustrative guided self-service offering product information, a source guide, and a path to employee support.

Designed for better service

Help for account holders. Capacity for your team.

For account holders

Get help without waiting for business hours.

Find answers to everyday questions and guidance on products and services through self-service, with employee support available during your institution’s service hours.
Illustrative account holder receiving account-opening document guidance through AI self-service in the evening.

For employees

Spend more time where people make the difference.

Let self-service handle common questions. When a conversation needs an employee, carry the context forward to support a more informed response.
Illustrative employee handoff retaining an earlier question about savings account options.

For managers

Understand what people need.

Review question topics, response rates, engagement, and the resources used to answer questions. Use those insights to refine content and self-service coverage.
Illustrative self-service insights covering question topics, resources used, and engagement, without performance figures.

Connected support

Self-service is part of the relationship.

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Live chat

Offer AI self-service on your public website to help visitors and prospective account holders.
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Authenticated messaging

Provide self-service within digital banking, alongside persistent conversations with your team.
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Knowledge management

Use approved resources in Smart Drive to support generative answers through Lynq AI.

Built for financial institutions

Trust is part of the experience

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Approved knowledge

Ground generative answers in institution-approved resources, with source links for verification.
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Institution-defined workflows

Configure guided conversations and informational steps around your institution’s processes.
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A path to people

Support employee handoff with context when a request needs personal attention.

Connected capabilities

Frequently asked questions

Does AI self-service include both guided and generative experiences?
Yes. Lynq AI supports structured self-service through intents, dialogs, and workflows, alongside generative answers grounded in institution-approved resources. These experiences provide product and service information and guidance through informational steps.
Where can account holders use AI self-service?

It supports both unauthenticated interactions on the public website and authenticated interactions within digital banking, depending on your institution’s configuration.

Can someone move from AI self-service to an employee?
Yes. Self-service can transition to an employee with conversation context. Employee availability and assignment follow your institution’s service model and configuration.
How can we understand whether self-service is helping?
Lynq AI analytics show question topics, resources used, response rates, and engagement. These insights help your team identify content needs and opportunities to improve self-service.

Make everyday help more available.

See how AI self-service can support account holders around the clock and give your team more time for personal conversations.

Talk with our team

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