AI agents manage merchant communication across email, SMS, and voice. So every follow-up happens at the right time and every response becomes part of the operation.
Call merchants after form drop-off, answer questions, and guide them back to the onboarding flow.
Ask for missing files during the application and keep the process moving without manual follow-up.
Call merchants after form drop-off, answer questions, and guide them back to the onboarding flow.
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“With Upsonic, our onboarding and settlement processes have become faster and easier to manage.”
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Upsonic started our AI-native transformation in operations, then expanded other department. With AI HQ, we now manage the entire FinTech from one intelligent platform.
Upsonic showed us what real agentic transformation looks like by turning every step of our business process into an AI-native workflow.
Reach merchants through email, SMS, WhatsApp, and voice agents to collect documents, reduce drop-offs, and speed up approvals.
When a merchant leaves an application unfinished, AI agents follow up automatically and help move the process forward without manual outreach.
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Teams manually send emails, call merchants, and track unanswered messages one by one.
Merchant conversations live across inboxes, calls, notes, and different team members.
Teams notice missing documents, drop-offs, or unsigned policies only after delays.
AI agents follow up across email, SMS, and voice based on each merchant’s status.
Every message, call, document request, and response is connected to the merchant workflow.
AI agents act when a form is abandoned, a document is missing, or a risk status changes.
AI agents request missing documents through the right channel, send secure upload links, and follow up until the file is complete.
Merchant communication does not end after approval. AI agents continue follow-ups for document renewals, risk changes, and policy acknowledgements.
Upsonic voice agents speak naturally, respond in real time, and handle merchant follow-ups at scale across operational workflows.
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Conversations stay smooth, so merchants can answer questions without long pauses.
Human-like voice delivery helps merchants clearly understand reminders, requests, and next steps.
Voice agents know when to speak, when to pause.
Upsonic connects email, SMS, and voice agents to merchant workflows. AI agents can follow up with merchants, request missing documents, recover dropped applications, and notify teams when action is needed.
Yes. Upsonic can analyze voice agent outputs such as call transcripts, merchant responses, call outcomes, unresolved questions, and follow-up reasons. This helps teams understand why merchants drop off, which documents are causing delays, and which cases need human review.
Yes. Upsonic can use voice agents for merchant follow-ups, document reminders, application recovery, policy updates, and other operational communication flows.
Upsonic is designed for fintech environments where sensitive data, access control, and auditability matter. Deployment and data handling can be configured based on your institution's security requirements.
Yes. Upsonic can identify missing documents, send secure upload links, follow up across channels, and update the workflow once documents are received.
Yes. When a merchant leaves an application unfinished, Upsonic can trigger follow-ups through email, SMS, or voice to help the merchant continue from where they left off.
Both options are available. Upsonic is configurable. Merchant communication can be triggered manually by your operations or risk teams. It can also be triggered automatically based on workflow events.