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Live demo · AMP customer journey

AI-powered support across the AMP customer journey

One concierge across three contexts — anonymous prospect, mid-application, and authenticated customer — with Adobe write-back, regulated guardrails, structured NICE handover notes, and Coach watching every ticket for accuracy. Click any prompt below to drop it into the chat and watch the agent work.

1 Stage 1 · Top of funnel · unauthenticated

Anonymous web visitors get product info — and become identified leads in Adobe.

The same concierge that powers authenticated journeys runs on the public site. It answers product questions grounded in real amp.com.au content, refuses to give financial advice (regulated guardrail), and writes captured intent back to Adobe Experience Platform in the exact REST shape your existing retargeting and EDM nurture pipelines already consume.

Lifetime Boost explainer — knowledge-grounded, advice-deflecting

Agent grounds every answer in scraped amp.com.au content (deeming rate, Age Pension asset test, eligibility, worked examples). When the customer asks "should I…?" the regulated-advice guardrail steers them to an adviser callback instead of giving a personal recommendation.

Prospect intent capture — Adobe write-back (the architect moment)

The agent captures name + email + life-stage + intent, then writes a profile back to AEP. Inspect the captureProspectLead tool call in the ticket view to see the exact identityMap + profile + audiences + IMS org payload that hits platform.adobe.io/data/core/ups/profile. Real REST shape, not a placeholder.

Architect tip: after firing one of these, open the ticket → Tool calls → expand captureProspectLead. The adobe_request_body field is the literal POST body. The headers carry x-gw-ims-org-id: AMP@AdobeOrg.
2 Stage 2 · Mid-application · the dropout fix

The two biggest application drop-out points — investment mix and insurance — handled conversationally.

Per your team's number, ~20% of prospective members abandon at the investment mix step, and insurance is the other big dropout. Instead of leaving them stuck on the form, the concierge picks up where they are (verified by email), explains the options in plain language, captures their choices, and SMS's a deep link to finish the secure submit in browser.

The pickup — verified by email, picks up missing fields

Agent asks for the email used to start the application, calls getApplicationProgress, and announces what's already complete vs missing. Customer confirms where they're stuck. No re-asking what's already captured.

Investment mix — the 20% dropout

When customer says "I'm not sure which to pick", agent explains MySuper vs Choice in plain language and offers the default + alternatives. Pure information request — does NOT escalate to adviser. Only routes to advice if customer asks "what's right for ME given my circumstances".

Insurance election — the other dropout

Agent explains default TAL cover, what it includes (Death / TPD / Income Protection), and the three paths: keep default, customise amounts, opt out. Captures the choice and continues.

Beneficiary + employer + deep-link to submit

Beneficiary section infers relationship from natural language ("my wife" = spouse — never re-asks). After everything is captured, agent saves progress and SMS's the deep link. Customer sets their password and submits in the secure form.

3 Stage 3 · Authenticated · take action

Existing customers get their balance, make contributions, lock cards — verified, with regulated guardrails on every action.

For an authenticated member, every action is gated behind an email-based verification playback ("I can see this email is associated with an AMP account. You've got a Flexible Super account and a Bank GO card with us — is that right?"). Customer confirms before any data is shared. Concessional cap awareness, performance disclaimers, insurance-loss caveat on consolidation — all baked in.

Super balance + Lifetime Boost upsell

Agent fetches the balance, quotes it with the mandatory "past performance isn't an indicator of future performance" disclaimer, notices Lifetime Boost is off, and offers a deep link to enable it in My AMP. Voice variant rounds to whole dollars.

Make a contribution — with FY26 cap awareness

Agent surfaces the FY26 concessional cap ($30,000) and the customer's YTD usage before quoting and confirming. Quote → confirm → tool fires with customer_confirmed=true. Over-cap requests get warned, advice-shaped questions ("how much should I contribute?") route to an adviser.

Bank GO card lock — calm-crisis on stolen card

Calm, action-first opener (no "Of course!" / "Happy to help!" — banned on crisis). Quote-and-confirm before lock fires. Then warm handover to the fraud team via NICE with the structured note attached.

4 Stage 4 · Crisis · structured handover to NICE

Sensitive cases get a one-sentence warm handover, with a structured note in the agent's queue before they pick up.

Hardship, bereavement, fraud, deceased-estate enquiries — agent acknowledges in a single warm sentence and immediately routes to the right NICE skill queue. Before escalate_conversation fires, the agent posts a structured handover note so the human picks up an envelope, not a transcript dump.

Internal note posted before escalation — visible to the NICE agent

// post_internal_note — fired before every escalate_conversation HANDOVER TO NICE — amp-general / bereavement CUSTOMER Name: Bella Verified via: +61413259542 (calling number) Account: Flexible Super (member ***4521) + Bank GO Everyday (card ***1267) Customer type: both CHANNEL Voice inbound on +61 480 846 428 WHAT HAPPENED - Customer verified via account playback - Returned Flexible Super balance ($287,643.21) - Asked about $20k concessional contribution (advised on FY26 cap) - Disclosed husband recently passed away — needs help accessing his super NEXT BEST ACTION Deceased estates team to call customer on +61413259542 re: accessing deceased husband's super. TOOLS CALLED lookupCustomer, getSuperBalance, makeContribution, apply_tags, post_internal_note
5 Stage 5 · Coach · 100% QA on every ticket

Coach reviews every conversation. Diagnoses bad citations, outdated content, and missed workflows.

Coach is the in-platform QA agent. For every ticket, it checks the agent's answers against the knowledge base, flags hallucinated or outdated content, and surfaces the source — verbatim quote, article version, scraped date. Non-technical users ask Coach in plain English ("what drove the spike in escalations last week?") and get the topic breakdown, top failing tickets, and a proposed KB article or workflow change. For APRA traceability and your customer promise, every agent response is auditable to a source.

What Coach catches

  • Made-up articles — agent cited a KB article that doesn't exist
  • Stale knowledge — KB article was last refreshed more than X days ago and the answer touched a regulated rate / threshold
  • Missing workflow — agent answered freehand when a dedicated workflow should have fired
  • Guardrail bypass — agent gave advice-shaped guidance instead of routing to an adviser
  • Tool errors — tool called with wrong params, retry loops, or missed silent calls

What's real vs mocked in this sandbox

Real

  • amp.com.au knowledge base — scraped end-to-end, refreshed weekly (Lifetime Boost, super-lifetime, retirement, banking, help & support)
  • 12 Live workflows + routing logic
  • search_knowledge — semantic search across the live KB
  • 17 brand guidelines (advice deflection, calm-crisis, codes-chat-only, performance disclaimer, etc.)
  • 4 STEER guardrails active on every turn
  • Voice channel on Twilio + ElevenLabs (Emma AU)
  • Coach reviewing 100% of tickets

Mocked (realistic shapes, doesn't touch your systems)

  • lookupCustomer — returns customer_type + masked account identifiers
  • getSuperBalance, getCardStatus, getApplicationProgress — account data
  • lockCard, makeContribution, consolidateSuper, saveApplicationProgress — write actions
  • captureProspectLead — fires the Adobe AEP POST envelope visibly
  • escalateToNice — returns the NICE handover envelope
  • sendDeepLinkSms — returns the SMS payload it would send

Try the voice agent too.

Same agent, same workflows, same Adobe and NICE integrations — over the phone. Calm-crisis tone, no codes read aloud, whole-dollar quoting on balances. Call from any AU mobile and run any of the prompts above out loud.

+61 480 846 428 Demo line · same concierge brain as the chat above