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Digital Banking Support

Digital banking support and troubleshooting

Complexity: Simple | Duration: 5-15m | Category: Industry/Financial Services

Tags: digital support banking technical

Workflow Diagram​

Steps​

Step 1: Identify issue​

Agent: digital

support-specialist - Understand problem

Step 2: Authenticate user​

Agent: digital

support-specialist - Verify customer

Step 3: Troubleshoot​

Agent: tech

support - Diagnose technical issue

Step 4: Guide resolution​

Agent: digital

support-specialist - Walk through fix

Step 5: Escalate if needed​

Agent: tech

support - Route complex issues

Step 6: Document case​

Agent: digital

support-specialist - Log interaction

Step 7: Follow up​

Agent: digital

support-specialist - Confirm resolution

Usage​

To execute this workflow:

/workflow industry/financial-services/digital-banking-support.workflow

See other workflows in this category for related automation patterns.