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AI agent for bank branch managers

Branch Complaint Resolution Deadline Agent

Every complaint resolved within deadlines with complete responses

Branch Complaint Resolution Deadline Agent: what goes in, what the agent does and what you get

What it does

Banks must answer complaints within set timeframes, and missing a point or the required wording can lead to a regulator complaint. This agent logs each complaint, classifies it and sets the regulatory deadline. Possible fraud goes straight to the fraud team with no draft reply. For others, it routes the complaint to the right staff and gathers the facts. It drafts a response and checks that it covers every point raised and includes required information such as escalation rights. Incomplete drafts go back to staff for the missing parts. It tracks deadlines and warns before they pass. The branch manager approves every response. Monthly, it counts complaints by cause so the branch can fix repeat problems such as fee confusion. Edge case: a complaint involves possible fraud, so it goes to the fraud team without a draft reply.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Complaint received 2 DOES Classify and set deadline 3 CHECKS THE RESULT Is the complaint free of possible fraud? If not: route to the fraud team and stop drafting. Backto step 2. 4 USES A TOOL Route to staff and gather facts 5 USES A TOOL Draft response 6 CHECKS THE RESULT Does the draft cover every point and requiredwording? If not: return to staff for missing parts. Back to step5. 7 YOU APPROVE Branch manager approves response 8 DOES Record cause for monthly theme review 9 RESULT Complaint closed
Read the steps as a list
  1. Complaint received
  2. Classify and set deadline
  3. Is the complaint free of possible fraud?If not: route to the fraud team and stop drafting. Back to step 2.
  4. Route to staff and gather facts
  5. Draft response
  6. Does the draft cover every point and required wording?If not: return to staff for missing parts. Back to step 5.
  7. Branch manager approves responseThe agent waits here for your OK.
  8. Record cause for monthly theme review
  9. Complaint closed

How it decides

It classifies complaints and checks responses for coverage and required wording.

  • Regulatory deadlines set
  • Fraud routes to fraud team
  • Themes reviewed monthly

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Deadlines
  • Categories
  • Templates
  • Report frequency

What keeps you in control

It always asks you first

  • Responses
  • Compensation

Hard limits

  • Never sends responses
  • No compensation decisions

It stops when

  • Done: closed
  • Stop: legal case

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn May 2, a customer complained about an overdraft fee and a rude phone call. The draft covered the fee refund but missed the call, so the coverage check failed and it went back to the team lead, who added an apology and a coaching note. The final draft included escalation rights. The branch manager approved it on May 6, well within the deadline.

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