A charge I don't recognize.
An illustrative transaction-dispute journey: general guidance first, then an account specialist follows the bank's verification process.
Watch the journey.
Playback could not start. Use the direct video link or read the transcript.
Illustrative fictional scenario. This is not a customer deployment, live product recording or measured outcome.
Read the transcript
Transcript
Narrator: Maya sees a charge she doesn't recognize. She wants to know how to start a dispute.
Maya (customer): There's a charge I don't recognize. What should I have ready?
Virtual Assistant: I can explain the general process. Have the transaction date, amount, and a short description ready.
Narrator: The Virtual Assistant gives general guidance. Account details and the dispute itself belong with an authorized specialist.
Maya (customer): I have those details. Can someone help with my specific transaction?
Alex (account specialist): I understand you want to discuss an unfamiliar charge. We'll use our secure process to verify your account.
Narrator: Agent Assist helps Alex find the bank's approved instructions. Alex checks them and explains what comes next.
Alex (account specialist): Once you're verified, I'll review your concern and explain how our dispute process works.
Maya (customer): Thank you. I know what to prepare, and who will help me next.
Narrator: AdaptCX. A clear next step, with the specialist making the decisions.
See it in your context.
Discuss the questions, documents and handoffs your team handles.