Know!! how an Artificial Intelligent Assistant is good for retail business
                     Herbie
Advanced AI 
Enabled
Multi Channel 
Virtual Assistant
Functionality Document
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Herbie Retail Banking
Display Multiple Relationships o Current Balanceo o ATM Not working o Cheque book Request
o Download Statement
o Getting Statement o Less Cash Dispensed
o Send Statement to o Physical Statement Request
o Transaction Enquiry Registered Email o Cash not dispensed o New Debit Card Request
o Locker Request / Close o Last 'x' transactions o Card Swallow       o PIN Activation
o Top 'x' Credit Transactions o Top 'x' Debit Transactions o Other ATM Issues o PiN Change
o Last 'x' months transactions - o Mini Statement o Cash Deposit Related Issues o Card hot listing
combination o Graph : Debits & Credits for o Cheque Deposit Status
the month o Email Change
o Graph : Spend Analysis o Open new deposit from o Cheque Issued Status o Mobile number change
o Graph  : Loyalty Points Account o Cheque Return Status o Address Change
o Fixed Deposits o View existing Deposit o Return Cheque Delivery
Accounts o Status of New Card Request
o Pre Close Fixed Deposits Close Fixed Deposits o Outstation Chequeo o Card Limit Enhancement
o Fund Transfer o Beneficiary Management Clearance Status o Status of Email Change
o View Beneficiaries o Within Bank Beneficiary o Bank Charge Related o Status of Mobile Change
o Within Country Beneficiary o International Beneficiaries o Transaction Related issues o Status of Address Change
o FT : Within Bank Beneficiary o FT : Within Account o Debit Card Charge Related o Account Closure Request
o FT : Within Country o FT : International Issues
Beneficiaries o VIEW KYC
Beneficiary o KYC Document Change
o Standing Instructions
o View Status of Fund Transfers o Cancel Standing Instructions
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Herbie Retail Banking Loan Products
o Enquiry of current outstanding o Request for waiver of Penalties o Status of Request of waiver o Loan Account Statement
o Tenure Change Request o Loan Preclosure Request o Upcoming Loans Payments o Tenure Change Request Status
o Loan Pre-closure Request 
Status • v o KYC Document Change o Status of Email Change o Email Change
o Status of Address Change o Mobile number change o Status of Mobile Change
o Address Change
o Request for Document Access o Tax Certificate Request o Other Telephone Number Change
o Card Limnit Enhancement
Herbie Retail Banking Card Products
o New Card Request o Current Outstanding o Card Payment options o Card Blocking
o New Card Request Status o Mini Statement o historical statements o Transaction Issues
o Card Statement o Spend Analysis o PIN Change o Transaction issue status
o Viewing Transactions of Card o Top Spends o PIN Activation o Waiver Request
o Waiver Request Status o KYC Document Change o Address Change o Mobile number change
o Email Change o Status of Mobile Change o Status of Address Change o Status of Email Change
o Card Limit Enhancement o Supplementary Card Request o Supplementary Card Request o Loyalty Point Statement
o Available Loyalty Points o Current Offers Status o Redeem Loyalty Points
o View Loyalty Cart o Loyalty Point Order Status o Loyalty Point Options o View Card Summary
o Cancel Loyalty Orders
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Herbie Retail Banking Push Notifications Social Channels
o Current Balance - Daily o Transaction Alert o Statements o Payment Due Date Alerts
o Status of Requests o Fixed Deposits Related o Utility Payments Reminders o Scheduled Payment 
o Statutory Notifications o Customer Alerts o Sales & Marketing Campaigns Reminders
o New Launches & more...
Herbie Corporate Banking
o Display Multiple Relationships o Display Multiple Relationships o Graph : Loyalty Points o Graph : Transaction Analysis
o Current Balance o Current Balance o Fixed Deposits : Pre-Close o Beneficiary Management
o Send Statement to Regd. Email o Send Statement to Regd. Email o Within Country Beneficiary o International Beneficiaries
o Fixed Deposits : New o Fixed Deposits : New o Within Bank Beneficiary o Within Country Beneficiary
o View Beneficiaries o View Beneficiaries o Cheque book Request o Physical Statement Request
o Fund Transfer o Fund Transfer o Less Cash Dispensed o Cash not dispensed
o International Beneficiaries o International Beneficiaries o Other ATM Issues o Pin Change
o New Debit Card Request o New Debit Card Request o Cheque Issued Status o Cheque Return Status
o Card Swallow o Card Swallow o Address Change o Return Cheque Delivery
o Card hot listing o Card hot listing o Card Limnit Enhancement o Bank Charge Related
o Email Change o Email Change o KYC Document Change o Account Closure Request
o Status of New Card Request o Status of New Card Request
o Transcation Related issues o Transcation Related issues
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Loan Accounts
o Enquiry of current outstaning o Request for waiver of Penalties o Status of Request of waiver
o Loan Account Statement o Tenure Change Request o Loan Preclosure Request
o Upcoming Loans Payments o Tenure Change Request Status o Loan Preclosure Request Status
Herbie Corporate Banking
o Standing Instructions - Cancel o Status of Payments o Cheques planned o Bulk Payment Upload
o Payroll Upload o Overdraft Limit expansion / o Status of OD Limit o Documents of various forms
o Submission of Forms Shrinking o Download BG Transaction o Employee check out info
o Request for Bank Guarantee o Effect BG Transaction details o Revoke Bank Guarantees
o Request for DD in real time o Status of Demand Drafts o Account Opening for Employees o Employee Account info
o New Forex o Getting best Forex Rate o Cancel non-executed Forex Txn o Status of inward Forex Txn
o Inward FX compliance o Payment of Statutory Taxes o download statements for given o Standing Instructions - View
period in 6 formats - excel, csv, 
pdf, xlsx, xml, json
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Herbie Corporate Banking
o Request for LC o Request for short term o Case Request o Foreign Currency Trading –
o Pre-Close LCLC Document Finance o Graph: Collection Daily Spot, Forward and Swap 
Approval o Status of Currents Finance o Status of Case Requests Transaction
o Dashboard on Trade Finance o Pre-close Finance o Collection Statement o Treasury Research Services –
Portfolio o Short Term Finace Dashboard Statement enquiry gives information on top of o
o LC Digital Documents treasury services
Download o Liquidity Management model 
o Close LC – net position at group level
o Business Research –
industrywide and provide 
informationForex Research
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Herbie Financial Services
o My Account o Current Balance o Statement Enquiry o Email / Download 
o Transaction Issues o Mini Statement o Historical Statement Statement 
o Waiver Request Status o KYC Document Change o Address Change o Waiver Request 
o Email Change o Status of Mobile Change o Status of Address Change o Mobile Number Change
o New Change o Current Outstanding o Card Payment Options o Status of Email Change 
o New Card Requset Status o Mini Statement o Historical Statement o Card Blocking
o Card Statement o Spend Analysis o PIN Activation o Transaction Issues
o Viewing Transaction of o Top Spends o PIN Change o Transaction Issues Status
Card o Kyc Document Change o Address Change o Waiver Request 
o Waiver Request Status o Status of Mobile Change o Status of Address Change o Mobile Number Change
o Email Change o Supplementary Card o Supplementary Card o Status of Email Change
o Card Limit Enhancement Request Request Status o Loyalty Point Statement 
o Available Loyalty Points o Current Offers o Loyalty Point Orders o Redeem Loyalty Points
o View Loyalty Cart o Loyalty Point Order Status o View Card Summary
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Herbie HR
o Insurance Details
o Employee Onboarding o Company Policieso Employee Induction o Permissions
o Leave Request OD Request o Travel Requesto o Loans & Advances
o Asser / Infra Requests Letter Requests o Request Statuso o Benefits
o KRA & KPI Job Description o Pay slip Downloado o Appraisals
o Team Details o Project Documents o Reporting to o Help Desk Request 
o Functional Documents o Learning Management o Technical Documents o Service Requests
o Birthday List o Update KYC Document o Anniversary List o Project MileStones
o Circulars & Notifications o Taskso Training Schedules o Expense & Claim Status
o Holiday List Leave Balance o Expense & Claimso o Leave Replacement 
o My Roles & Organization Chart o My Employment Detailso Details
Responsibilities My Interviews o My Meetingso o Salary Credit Status
o Interview Booking My Over Time Details o Shift Details - Selfo o Shift Details Department
o My Attendance
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Herbie - Helpdesk
Sort any of your queries related to
Network MS Office Email/Outlook Internal 
Application, Company /Mobile Email 
URLs to Policies/ Etc..
Access
HR Policies Leave Policies Get Manual, Important 
Demo Videos Contacts for 
any Support
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Herbie - Helpdesk
Transactions
Get Guest WIFI Reset Password [AD, Request Details of Assets 
Password Applications] Assets- List of Assets [Manuals, Demo Videos]
Return Assets Self Help Support Asset Issue Support- Get Status of Tickets-[Step-by-Step, video] Raise Ticket in ITSM Reopen Tickets
Book Meeting Rooms, Get Drivers for your IT Maintenance Schedules 
Manage Bookings Assets of the week / month Request for Backup
Retrieve Backups Support for IT Assets, Meeting Requests Get Software for self Software, etc. Installation
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Herbie - Healthcare
PATIENTS USE CASES DOCTOR USE CASES MANAGEMENT USE CASES
Discuss Symptoms and get help on Home 
Occupancy of Clinics / Hospitals- Get Details of Patient, Histories, 
Remedies, Across the Counter Medicines
Revenue of Clinics / Hospitals Prescriptions, Lab Reports etc.
Identify Doctors, Book & Manage Appointments
Review Historical / Future Get Appointment Schedules
Get Reminders on Social Channels of 
Appointments Occupancies, Collections etc. Manage Appointments
Book Lap Tests Top Complaints and status Get Latest information on 
Get pre-requisites for any tests List of Surgeries Medicines, Procedures etc.
View / Down load Prescriptions, Lab Test Number of OPD / IPD patient counts Get Operation Theatre Schedules 
Reports
and projections- Maintenance and Details of such surgeries
Identify Insurance Acceptance at identified 
clinics and Details of Charges get advice on Schedules of the Hospitals , Get details of IPD patients and 
general diets
Equipments etc. recommend further treatment
Details of pre & post procedure           
Accidents / Loses
information, compliances
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Herbie - Insurance
General Public Policies
Identify Policy that suits Identify eligibility for the 
their need purchased Policy against 
target usage
Purchase a policy in real 
Insurance Claim and get pre
time with payment 
gateway Approvals
View / Download Policy Renewals of Policies
Ask conversationally any View Offers / Benefits
queries on the purchased 
Policy or other available 
policies
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Herbie - Insurance
Password Reset [AD and other HR Bot Onboarding  
applications]   
Self Service 
WIFI Password   
Leave Request, Leave Balance, 
Self Help    Permissions, Approvals, payslips, Letter 
Requests   
Driver downloads    
Employees Team 
Create & manage tickets with any 
ITSM tools   Member Details, Birthdays, 
Anniversaries
Setup of meetings with Calendar 
invites    Project 
Block conference rooms / meeting Project Details, Documents, Schedules, 
rooms   Daily Tasks and completion 
Backup Requests and Restorations HelpDesk Company Policies, HR Policies, 
Operational details etc.
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Herbie - Insurance
Insurance Customers Insurance Customers
o View Customer List o Product wise 
o o Employee Attendance, Leave    
o Renewal List
o Sales related enquiries [product wise, 
o Claim List o Employee Payroll    
branch wise, person wise etc.]
o Cross Sell
o Employee Bonus, Incentives etc.    
o Revenue Collection 
Sales o Attrition of Customers    
o Projections   
o List of Meetings, Calls   o Attrition of Employees    
o Renewals Statistics   
o Update Status    
o many more…
o send them details of the product    o Complaints and Status
o Onboard clients
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Herbie - Education
o Enquire on Curriculum & Location based Schools o Exam Schedules & Marks
Details of Schools o Extra Curricular Activities 
o Register for Admission o Holidays List
o Lead Generation o Appointments – Schedule / 
o Details of Child(ren) on the school at group level Reschedule
o Details of Class o PTA Details
o Examination Portions o Circulars
o Attendance o User Id / Password for Portals
o Fees & Fines o Reset Password for Portals
o Home works o Transport Details & Booking
o Download of e-materials o School Facilities
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Herbie - Hospitality
o Give Details of various types of rooms available
o Getting of Rate for Rooms and enable real time booking & Payments
o Giving booking confirmation and voucher to the customer
o Take Survey on customer experience
o Enable customer to send custom messages on his booking
o Reschedule / Cancel booking
o Special needs update
o Realtime conversation with Hotel Manager
o Enquiries on hotel facilities – Gym, Swimming pool, food court etc.
o Order Food conversationally after understanding the menu and components
o Book for facilities
o Reminders on social channels on booking / events
o Birth Day / Anniversary Greetings
o Sending of offers
o Booking of transportation facilities and receive confirmation
o Alert on readiness of transportation
o Complaints & Status
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Herbie - Manufacturing
Pipeline Details of Item 
Item Stock / Nil Stock / Low Stock
Manufacturing Order Details
Vendor Vs Items
Production Status
Items Vs Vendors
Production Schedules
Status of Purchase Request
Hot Leads / Business Forecasting
Purchase Order Status – Status / Item Wise Status
Leads closing ‘x’ days
Vendor Bills Status
Performers Detail (top x – high / low)
Item Master Ledger
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Herbie - Automobile
o View Various Vehicles and Details o Parts Availability with pricing
o Test Drive Booking  & Feedback o Self Help – Trouble Shooting with ticket 
o Lead Generation creation
o View My Vehicle, Download Manuals o Service Center Location
o Insurance Booking, Policy Download / o Post Service Survey
Email o Service Statement, Service History
o Service Booking – Pickup & Drop Facilities / o Service Reminders
Reschedule o Recall Campaign
o Service Payment o Follow-up Service booking
o Road Side Assistance 
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Herbie - Telco
Ø View Details of Product Offerings
Ø Land line / Mobile / DTH / Internet etc.
Ø View my Account
Ø View my Bills / Download bills / Email Bills
Ø Statistics of My bills
Ø Monthly pattern
Ø Calling Pattern
Ø Service Requests – Schedule / Reschedule
Ø Service Request Status
Ø Prepaid Recharge
Ø My Offers
Ø Available balance on my plan
Ø Subscriptions 
Ø Cancellations
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Herbie.AI
Americas  | Europe | Middle East | Africa
Business today need Herbie.AI 
that drive Business
Thank you!
Email : [email protected]
WhatsApp : +971543550008
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