SafeBank shows how to run a security-conscious support bot on WhatsApp — 19 blocks with language routing, self-service account actions, loan lead capture and a clean handoff to a human agent. It's a template for any business that answers sensitive support questions, not just banks.
💬 SafeBank picks a language, reminds users it never asks for OTPs/PINs, then offers:
- 💳 Account services — light verification (last 4 digits) then balance / mini-statement over SMS.
- 🚫 Cards — block a card instantly or apply for a new one.
- 🏠 Loans — qualifies the loan type and captures the lead's phone number.
- 🏢 Branch & timings — hours and nearest-branch info with business-hours logic.
- ❓ FAQs — interest, IFSC, minimum balance, netbanking.
- 🙋 Talk to an agent — human handoff.
Patterns worth stealing
🔐 Safe-by-design copy
The bot states up front it never asks for OTPs, PINs or passwords — a pattern any support bot should copy.
🌐 Language routing
English / हिन्दी branches from the first message.
🎯 Lead qualification
The loan branch qualifies interest and tags the lead for follow-up.
🤝 Human handoff
Sensitive queries route straight to a live agent with an expected wait time.
Make it yours
Swap SafeBank's services, FAQs and rates for your own, and wire the HTTP Request block to your core systems if you want real lookups instead of demo replies. Test the whole flow in the simulator before you connect a provider.
Not quite the bot you need? Browse all templates, describe your business to the AI Builder, or follow the step-by-step guide to build one from scratch.