F6 / Customer service
Your advisers answer the same questions dozens of times a day, hunt for the right procedure across three tools and write summaries nobody reads. A chatbot and a drafting assistant can absorb part of that load, provided they answer from your current rules, introduce themselves as AI and know when to hand over.
Submit a briefA system that talks directly to the public must say it is AI, at the latest at the first exchange, unless that is obvious (EU · AI Act, Art. 50, applicable since 2 August 2026).
Minimal risk while the tool assists the adviser; used to evaluate advisers’ performance or behaviour, it would become high-risk (EU · AI Act, Annex III), and inferring their emotions at work is prohibited (Art. 5).
Minimal risk (EU · AI Act); messages contain personal data, sometimes sensitive without the customer meaning it to be: limit what the tool keeps and set a retention period (EU · GDPR, Art. 5).
This is meaning debt: if these words lack a single definition and an owner, no agent will give a reliable answer, and no control will be possible.
Choose which contact reasons to give the chatbot, and which stay human, based on your actual volumes.
Build the knowledge base and the assistant on your validated procedures, then measure answer accuracy before opening to the public.
Check transparency, customer information, works council consultation and supplier contracts before go-live.
Other functions
Yes, unless it is obvious to a reasonably observant person. The simplest approach is to say so in the first message and repeat it when handing over to an adviser.
Technically yes, if it has the rights. We recommend read-only rights and keeping every financial commitment for an adviser, at least until the chatbot’s accuracy has been measured over time.
Analysing the content of exchanges to improve procedures is possible, with prior information and consultation. Evaluating advisers’ performance with AI is in principle high-risk (EU · AI Act, Annex III), and inferring their emotions is prohibited (Art. 5).
Independent analysis, not legal advice. Up to date as of 29 October 2026.