The Upstream Works AI Experience Platform is a purpose-built agentic AI platform that delivers autonomous resolutions, equips human agents with real-time guidance and optimizes performance with economical AI models, governance and full data sovereignty.
In this demo, agentic AI resolves account status, new card delivery and credit limit requests, then escalates to a live agent with full context when human judgment is needed.
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This demo is a scripted walkthrough, built to show how the platform's real capabilities apply to an everyday banking scenario, like an account inquiry and a sensitive account change. The AI workflows shown reflect actual product capability; the customer and specific conversation are illustrative.
It depends on the action and your institution's configured autonomy levels. Lower-risk requests, like balance inquiries or card replacement, can be resolved autonomously end-to-end. Higher-risk actions, like a wire transfer or credit line change, are configured with additional verification steps or routed to a human agent for approval, so you control exactly where the line sits.
Yes. AI decisions are logged, giving compliance and risk teams a complete, auditable record of what happened.
The platform operates within defined autonomy levels and guardrails. When a request falls outside what it can safely resolve, or a customer simply asks for a person, it escalates automatically to a live agent, carrying the full conversation history so the customer never has to start over.
Yes. The platform resolves requests across voice and digital channels, including chat, SMS and messaging, so customers get the same autonomous resolution and consistent experience no matter how they reach out.
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