Product questions repeat all day
Rates, terms, fees, eligibility, documents, repayment dates - the same answers, again and again.
For finance
Answer loan questions, Capture applications, Hand off the cases
Sawabot helps finance teams handle WhatsApp conversations before they become missed prospects, incomplete files, or repeat calls to the branch.
The problem
Finance conversations are too valuable to disappear into missed calls
Applications arrive incomplete
Prospects send half the details on WhatsApp, then your team has to chase missing documents.
Officers lose time to status calls
Borrowers ask what is happening with their file instead of your team focusing on review and follow-up.
Start simple, grow deeper
Three steps most finance teams adopt in order
Start with product documents. Add application intake. Then connect account, loan, and repayment support when the team is ready.
Product FAQ
Start with answers from your loan documents
Upload product sheets, rate cards, fee schedules, and application checklists. Sawabot answers common questions with source citations.
- No core banking integration required
- Works from documents you already have
- Escalates anything off-script
Application intake
Collect the first file before the officer calls back
The agent asks for the basics, collects documents, and sends the loan officer a structured application instead of a messy transcript.
- Name, need, amount, location, ID, income proof
- Lead drop into HubSpot, Zoho, Google Sheets, or inbox
- Loan officer still reviews and decides
Account, loan, and repayment support
Help customers with the practical questions they ask after signup
With the right connector, Sawabot can help customers check account or loan information, understand repayment dates, start a new loan request, and know what to do next.
- Balance, application status, and repayment schedule questions
- Repayment instructions or handoff to your existing payment process
- No credit decision, payment collection, or disbursement by the agent
Humans in control
The agent handles routine intake, Your loan officer handles judgement
Sawabot does not replace the officer. It answers what is predictable, captures what is missing, and escalates when a case needs a person.
Take over
Reply directly in any thread.
Pause
Stop the agent on a sensitive case.
Review
See what was answered, booked, and escalated.
Why WhatsApp
A loan question happens before the customer visits the branch
If the answer is slow, the prospect asks another lender. WhatsApp lets your team answer, collect details, and continue the relationship on the channel customers already use.
Trust
Official WhatsApp infrastructure, Human control, Clear records
Sawabot is a Meta Tech Partner with direct integration to Meta. We do not train models on your customer conversations.
Bank Rakyat Indonesia handled routine customer service on WhatsApp
BRI's Sabrina assistant handled routine customer service, account information, and tailored recommendations on WhatsApp Business. The reported results: 18-point CSAT increase, 38% of total inquiry traffic handled by Sabrina, and 33% annual cost savings.
View case study Official WhatsApp Business API 
Meta Tech Partner