Connector
New Customer Onboarding Chatbot Solution
New Customer Onboarding Chatbot Solution Overview
This solution dramatically simplifies and delivers a frictionless experience for new customers to open accounts using a chatbot interface. Cognigy and Tungsten offer a fully-digitized and secure customer onboarding process, including ID capture, Tungsten SignDoc, and conversational capabilities.
Features
- Fully-digitized, automated onboarding process
- Accessible via Webchat, Mobile Device
- AI Agent guides and answers questions throughout process
- AI-driven authentication
- Support for omnichannel notifications (Voice, Text, Web, Mobile)
Benefits
- Reduction in manual touch points
- Increases accuracy
- Reduces processing times
- Frictionless customer experience when opening a new account
- Companies can implement a scalable, cost-efficient process
Technical Details
Inputs
User provides photo ID, pay stub and other related documents required to create or fund an account.
Outputs
Tungsten receives inputs and runs process to initiate and complete account creation.
Geographic Availability
Global
Additional Information
Cognigy is revolutionizing the customer service industry by providing the most cutting-edge AI workforce on the market. Its award-winning solution empowers businesses to deliver exceptional customer service that is instant, personalized, in any language, and on any channel. Through the perfect combination of Generative and Conversational AI, Cognigy’s AI Agents are shaping the future of customer service, increasing customer satisfaction and supporting employees in real-time.
Additional Solutions From Cognigy
Created By
Products
Capture
Other Products
Industry
All industries
compatibility
Capture, Tungsten SignDoc
Business Process
Customer Service
Sales
Last Updated
February 5, 2026
Consulting Required
Yes
Support Available
Yes
Pricing
Contact for Pricing
