Account Inquiry
Customer account inquiry handling and information provision
Complexity: Simple | Duration: 5-15m | Category: Industry/Financial Services
Tags: inquiry account customer-service support
Workflow Diagram
Steps
Step 1: Verify identity
Agent: customer
service-specialist - Authenticate customer
Step 2: Understand request
Agent: customer
service-specialist - Capture inquiry
Step 3: Research information
Agent: customer
service-specialist - Look up details
Step 4: Provide response
Agent: customer
service-specialist - Answer question
Step 5: Document interaction
Agent: customer
service-specialist - Log call notes
Step 6: Follow up if needed
Agent: customer
service-specialist - Schedule callback
Usage
To execute this workflow:
/workflow industry/financial-services/account-inquiry.workflow
Related Workflows
See other workflows in this category for related automation patterns.