Generative AI
Flexible language understanding, content generation, summarization, and reasoning where they add value.
ENTERPRISE MESSAGING & WORKFLOW AI AGENTS
Turn every message into the next best action.
CBOT Messaging & Workflow AI Agents understand customer and employee requests, access enterprise knowledge, use business systems, and complete processes across digital channels.
Move beyond automated answers with AI agents that can collect information, execute workflows, request approvals, send updates, and collaborate with human teams. Simple for the user. Connected to the entire enterprise.
Web · WhatsAppactive
I changed my address. Can you update it on my policy?
Of course, I'll verify your details and update it on your policy now.
- Customer identified
- Policy information retrieved
- New address collected
- Required information validated
- Approval rule checked
- Policy system updated
- Confirmation generated
- Customer notified
- ACTIVE CHANNEL
- CUSTOMER
- Verified
- WORKFLOW STAGE
- 7 / 7
- KNOWLEDGE
- Policy terms
- SYSTEM ACTION
- Update
- OUTCOME
- Done
Address updated successfully.
FROM AUTOMATED ANSWERS TO COMPLETED WORK
A conversation should not end where the real work begins.
Traditional chatbots answer common questions and direct users to another page, form, team, or channel when an actual process needs to be completed. CBOT Messaging & Workflow AI Agents continue beyond the answer, understanding the request, determining the required process, collecting the necessary information, using enterprise systems, and guiding the interaction to completion.
Traditional chatbot
- Ask a question
- Receive a generic answer
- Open another page
- Complete a form
- Contact another team
- Wait for an update
CBOT agentic experience
- Explain what you need
- Complete the process in the conversation
The answer is not the outcome. The completed process is.
See the work happening behind the conversation.
Select an enterprise scenario and follow how the AI Agent moves from a natural-language request to a completed workflow: the conversation on the surface, the enterprise execution underneath.
WebTurkishUpdate info
CONVERSATION
Customer
“I'd like to update my phone number on file.”
Voice AI Agent
“Sure, after a quick verification I'll update it for you.”
WORKFLOW BEHIND THE CONVERSATION
- Identity verified
- Profile retrieved
- New number validated
- Record updated
- Confirmation sent
OUTCOME
Contact details updated and confirmed.
Representative scenario scripts approved for illustration.
Intelligence across every step of the digital journey.
The conversation stays simple on the surface while CBOT understands the request, retrieves the right information, decides the process, acts across systems, and completes the work.
- 01
Understand
Interpret natural language and identify intent, entities, context, history, the customer or employee profile, and the process that should begin or continue.
- 02
Retrieve
Access approved enterprise knowledge, customer records, product information, process status, policies, documents, and structured business data.
- 03
Decide
Determine which workflow applies, which method to use, which rules to evaluate, whether more information or human approval is required, and whether the process can continue automatically.
- 04
Act
Create or update requests, collect and validate information, start or continue processes, schedule appointments, create tickets, update approved records, trigger notifications, request approval, or transfer.
- 05
Complete
Confirm the outcome, communicate the next step, and preserve context for future interactions.
The conversation is the interface. The workflow is the value.
THE CBOT APPROACH
Flexible where language is complex. Deterministic where the process demands control.
Enterprise workflows are not all the same. Some requests need flexible language understanding and reasoning; others need strict business rules, structured validation, approvals, and predictable execution. CBOT combines the appropriate methods within one journey.
Proprietary NLP & NLU
Controlled intent and entity understanding for structured enterprise scenarios.
Deterministic logic
Defined rules, validations, process stages, and transaction controls where predictability is essential.
Enterprise knowledge
Responses and actions grounded in approved organizational information.
Human oversight
Review, approval, correction, or takeover when the process requires human accountability.
System actions
Transactions completed through connected enterprise systems and APIs, so the process moves forward instead of stopping at an answer.
Use intelligence where flexibility creates value. Use control where the business requires certainty.
PROACTIVE & REACTIVE DIGITAL JOURNEYS
Respond when users ask. Act when the enterprise should move first.
CBOT agents respond to inbound requests across approved digital channels, and initiate approved interactions based on enterprise events or workflow triggers.
Reactive messaging
- Customer-service requests
- Information & status inquiries
- Applications
- Claims
- Appointment processes
- Account or profile updates
- Employee-support requests
- Service & ticket management
Proactive messaging
- Payment reminders
- Missing-information requests
- Application updates
- Claim-status updates
- Appointment reminders
- Service notifications
- Renewal processes
- Process-completion reminders
- Customer follow-up
Be available when users reach out. Be proactive when the next step should not wait.
Let the journey continue, even when the channel changes.
Customers and employees may begin a process on one channel and continue it later through another. CBOT can preserve the available conversation context, process state, collected information, and outcome across approved digital touchpoints.
WebMobile applicationsWhatsAppMicrosoft TeamsSMSEmailApproved messaging environmentsEnterprise employee portals
Proactive messageCustomer responds in WhatsAppInformation collectedSecure process continues in mobile appHuman approval completedConfirmation in preferred channel
A new channel should not mean a new journey.
When a person joins, the process should keep moving.
Some interactions require specialist knowledge, judgment, authorization, or human communication. When support is required, CBOT transfers the conversation with the relevant context and completed workflow steps already available.
CONTEXT PASSED TO THE HUMAN AGENT
- Customer or employee information
- Identified intent
- Conversation transcript
- Collected details
- Documents or information received
- Workflow stage
- Actions already completed
- Reason for escalation
- AI-generated interaction summary
Transfer
Move the interaction to the appropriate human agent.
Approval
Pause the workflow until an authorized person reviews or approves the action.
Collaborative support
Continue assisting the human agent with knowledge, summaries, suggested responses, and next-step information.
Human involvement should continue the journey, not restart it.
Connect the conversation to the systems where work gets done.
CBOT Messaging & Workflow AI Agents can connect with enterprise applications, knowledge sources, APIs, and private systems to retrieve information and perform approved actions.
INTEGRATION AREAS
- CRM systems
- ERP systems
- Core banking & insurance systems
- Case-management platforms
- Ticketing systems
- Payment services
- Identity & authentication
- Appointment & scheduling
- Document management
- Enterprise knowledge sources
- Databases
- Internal & external APIs
- Notification services
INTEGRATION METHODS
- Enterprise integrations
- REST & SOAP APIs
- Webhooks & events
- MCP-compatible tools where supported
- Private endpoints
- Databases
- Custom connectors
Any platform or technology names indicate common environments. CBOT does not imply a commercial partnership, certified connector, or native integration unless officially verified.
The AI Agent does not replace your enterprise systems. It brings them into one intelligent journey.
Give AI permission to act, within clearly defined boundaries.
CBOT lets organizations define what each AI Agent can access, retrieve, update, execute, or submit for human approval, especially important in banking, financial services, insurance, public services, and other regulated environments.
Agent permissionsModel accessKnowledge accessRead & write permissionsApproved tools & APIsBusiness rulesValidation requirementsConfidence thresholdsHuman approvalsEscalation conditionsAudit recordsVersion & change control
Approved
The agent can complete the action automatically.
Approval required
The workflow pauses until an authorized person approves it.
Restricted
The action is blocked and routed to the appropriate team.
Not uncontrolled automation. Enterprise-governed execution.
Enterprise AI for the processes where control and continuity matter.
CBOT operates across banking, financial services, insurance, telecom, public services, retail, and other enterprise environments. Messaging, workflow, model, knowledge, analytics, and integration components can be designed around each organization's security, infrastructure, performance, and data requirements.
Deployment choice
SaaS, private cloud, hybrid, or fully on-premise, according to each workload's requirements.
Data control
Conversation data, prompts, model responses, knowledge, workflow records, and analytics can remain within the approved deployment environment.
Scalability
Containerized services scale according to conversation volume, workflow demand, model requirements, and operational load.
High availability
Enterprise architectures can support clustering, failover, and disaster-recovery requirements.
Identity & access
Role-based access, SSO, MFA, and enterprise identity integration support controlled platform operation.
Observability & audit trail
Conversations, model responses, workflow steps, and system actions can be logged, traced, and reviewed for operational monitoring and audit.
SaaSPrivate CloudHybridFully On-Premise
Digital journeys that fit your enterprise architecture, not the other way around.
PROVEN IN PRODUCTION
Agentic journeys in real enterprise operations.
Selected institutions working with CBOT across digital service and workflow automation.
Challenge
A CUSTOMER OR EMPLOYEE JOURNEY WAS FRAGMENTED ACROSS CHANNELS, FORMS, TEAMS, AND SYSTEMS.
Transformation
CBOT CONNECTED NATURAL-LANGUAGE INTERACTION WITH ENTERPRISE KNOWLEDGE, WORKFLOWS, SYSTEMS, APPROVALS, AND HUMAN TEAMS.
Outcome
THE ORGANIZATION IMPROVED COMPLETION, AVAILABILITY, SPEED, CONSISTENCY, OR OPERATIONAL EFFICIENCY.
Customer-specific performance figures are published only after verification and source approval, with use case, measurement period, and scope.
Understand where journeys complete, escalate, or require improvement.
CBOT Vision provides real-time and historical visibility across digital interactions and workflow outcomes.
Conversation volumeCompletion & containmentFallbackEscalationIntent performanceChannel performanceWorkflow outcomesFailure reasonsConversation transcriptsIndividual interaction details
KALYA, QUALITY MANAGER
KALYA, CBOT's Quality Manager and Reporting Agent, can monitor selected operational indicators, prepare reports, identify recurring patterns, and recommend areas that require attention.
Frequently asked questions
What is a Messaging & Workflow AI Agent?
A Messaging & Workflow AI Agent is an AI-powered digital agent that understands natural-language requests, retrieves enterprise information, uses tools and systems, and completes approved workflows through digital conversations.
How is it different from a traditional chatbot?
A traditional chatbot often answers questions or directs the user elsewhere. A Workflow AI Agent can collect and validate information, use APIs, create or update records, start business processes, request approvals, and guide the journey to completion.
Which messaging channels does CBOT support?
CBOT can operate across approved web, mobile, messaging, employee, and enterprise channels. The exact channels depend on the selected solution, platform availability, integration scope, and deployment architecture.
Can the same journey continue across different channels?
Yes. CBOT can preserve available conversation context, collected information, process state, and human-handover context across supported channels.
Can the AI Agent access enterprise knowledge?
Yes. Agents can use approved enterprise knowledge, documents, structured data, databases, and connected information sources according to configured permissions.
Can it update enterprise systems?
Yes. Agents can call approved APIs, create or update records, and execute configured workflow actions according to business rules, access permissions, and governance policies.
Can sensitive actions require human approval?
Yes. A workflow can pause and request review or approval from an authorized person before a sensitive action is executed.
What happens when a human agent is needed?
The conversation can be transferred with the transcript, identified intent, collected information, completed workflow steps, reason for escalation, and an AI-generated summary.
Does CBOT support proactive messaging?
Yes. Approved events and workflow triggers can initiate proactive messaging journeys such as reminders, updates, missing-information requests, and process follow-ups.
Can CBOT run on-premise?
Yes. The platform, supported model inference, enterprise knowledge, RAG, workflow runtime, analytics, and integrations can operate within the customer's environment.
Can CBOT integrate with existing business systems?
Yes. CBOT can connect with CRM, ERP, case-management, ticketing, payment, identity, knowledge, database, and private enterprise systems through approved integrations and APIs.
How quickly can a Workflow AI Agent go live?
The timeline depends on the use case, workflow complexity, channels, integrations, data, security requirements, deployment architecture, and testing scope. The implementation plan is defined after solution and technical assessment.
FROM CONVERSATION TO COMPLETION
Build digital journeys that do more than answer.
Transform customer and employee interactions with AI Agents that understand natural language, use enterprise systems, complete workflows, collaborate with people, and operate within your security environment.