A fully customized chatbot solution was developed for YourFinServices to simplify AUD ⇄ MNT currency exchange for customers while centralizing control for the business. The system is tightly integrated with WhatsApp, Facebook Messenger, and Instagram Direct, allowing users to complete secure, guided transactions across platforms they already use daily.
Customer-Facing Features:
- Multi-Platform Accessibility
Clients can initiate exchanges via WhatsApp, Messenger, or Instagram — no app download or account creation required. - Quick, Conversational Exchanges
The chatbot leads users through each step of the transaction with a clear, friendly flow, designed to minimize friction and input errors. - Personalized Experience
Users can store up to three bank accounts in both AUD and MNT for faster future transactions. These accounts are auto-filled based on previous usage, ensuring a seamless return experience.
Tailored Admin Dashboard:
- Real-Time Control Panel
A custom-built backend system gives YourFinServices the ability to manage chatbot behavior, exchange rate tiers, and client-facing content from a single location. - Live Rate Adjustments
Admins can update exchange rates on the fly, including tiered pricing based on transaction size, with instant sync across all chatbot channels. - Bank Account Routing
Easily configure which internal bank details are shown to the customer based on the direction and amount of exchange. - Automated Messaging & Alerts
Send transaction confirmations, marketing offers, or rate notifications automatically via WhatsApp, SMS, or email. - Analytics & Sheet Integration
Built-in support for Google Sheets enables real-time tracking, export, and reporting of transaction data — without complex setup.
Purpose-built for YourFinServices, this system merges automation with flexibility — enabling the business to process exchanges quickly and consistently while giving users a frictionless, mobile-first experience.