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The client is one of India's most recognized fintech brands, offering zero forex-markup travel cards acceptedacross 180+ countries and 130+ currencies, helping over a million global travelers save on cross-border transactions through a secure, RBI-compliant financial platform.
As the platform scaled past 1 million users, its customer support infrastructure buckled under the pressure. Theknowledge base was outdated, chat escalation rates sat at 30%, and roughly 40% of agent bandwidth was lost to repetitive, low-complexity queries. Without automated PII protection or compliant data-handling workflows,every support interaction also carried regulatory exposure. The company needed a fundamentally different,scalable, and secure AI-driven support model—not an incremental fix.
Aivar partnered with the client as its dedicated AI-Studio, deploying an autonomous agentic AI support system—not a conventional chatbot. The agent orchestrates multi-step workflows, retrieves from a live knowledgebase, integrates with the client's chat and messaging channels, and fetches real-time personalized user context to deliver tailored responses rather than generic answers.
The agent makes intelligent resolve-versus-escalate decisions based on query complexity and confidence, ensuring human agents are engaged only when genuinely needed. Continuous improvement is embedded through automated benchmarking, regression testing, and deep observability. A secure admin panel gives the client's team real-time control over knowledge content, active conversations, analytics, and system health.
The platform is designed as a production-grade, cloud-native agentic system with the following key components: