Accounts/Membership Services
AI-Powered Virtual Agents for Authentication, Rewards, and More
The Ultimate Guide to AI Self-Service Without Compromise
What Are Virtual Agents for Accounts/Membership Services?

AI-powered virtual agents use conversational AI to automate the routine conversations traditionally handled by live agents. With SmartAction’s Omni-Bot™ feature, organizations typically start in voice, where the ROI is the greatest, then scale the same experience to chat or text for a complete omnichannel self-service strategy.
Learn more about virtual agents and what they can do
There are nearly a dozen repetitive processes related to customer accounts & memberships that can be automated and fully contained using virtual agents. Offload these routine calls and chats from customer service reps to AI-powered virtual agents. By seamlessly integrating with your CRM or ERP, virtual agents use natural language processing (NLP) to help customers update their account, claim rewards, reset passwords, and much more - all the things live agents do.
Which Accounts/Membership Calls & Chats Can be Automated Using Virtual Agents?
What is the Customer Experience Like with a Virtual Agent?
Which Accounts/Membership Challenges Do Virtual Agents Help You Address?

- Live agents handling tedious, repetitive, simple calls & chats
- Reduce live agent handle times
- Personalization to improve CX and streamline processes
- Seamless integration with contact center platform, CRM, ERP, and other systems
Sample Accounts/Membership Services Conversation
Integrations – Accounts/Membership Services
SmartAction integrates with every IVR, contact center platform, CRM, and payment gateway.
The most important integration for Billing is with your CRM.
Your IT team simply needs to expose APIs the SmartAction CX team, who will determine the best ways to connect to your data.
CRM:
- Salesforce
- Oracle
- NetSuite
- Magento
- Other Homegrown Systems
Contact Center/Telephony:
- NICE inContact
- Genesys
- Avaya
- Cisco
- Mitel
- Other Legacy Systems