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BankU tools / Bchat

Keep the conversation with the work.

When business conversations reach several people, ownership can become unclear. Tell us how your team handles messages today and what you need to discuss about Bchat, from access to follow-up.

Talk to our team Take a closer look

Practical additions to your existing way of working.

Keep the conversation together
  1. Conversation ownershipDescribe the channels
  2. Access boundariesMap the participants
  3. Follow-up expectationsDiscuss the fit

Illustrative planning view

WHAT TO EXPECT

Where Bchat fits.

Practical additions to your existing way of working.

Conversation ownership

Identify who should handle a conversation, how it passes to another colleague and what context must stay with the handover.

Access boundaries

Describe which teams need access to messages and where customer, internal or confidential conversations must remain separate.

Follow-up expectations

Explain how your team tracks unanswered questions and closes a conversation, including when an issue needs to become a formal support request.

NEXT STEPS

Decide how the tool should fit.

Start with the job your team needs to do.

  1. 01

    Describe the channels

    List the places your team receives business messages and the kinds of handover that currently create confusion.

  2. 02

    Map the participants

    Identify customers, staff and administrators, with clear expectations about who can read or act on each conversation.

  3. 03

    Discuss the fit

    Review the requested workflow with the BankU team and confirm Bchat’s available scope before planning an implementation.

WORTH CHECKING

Before you start.

  • Messaging channels, integrations and retention settings must be confirmed during scoping.
  • Do not share customer conversations or credentials in your initial enquiry.
  • Agree who is responsible for responding; a communication tool does not replace a support process.