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.
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.
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.
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.
captureProspectLead. The adobe_request_body field is the literal POST body. The headers carry x-gw-ims-org-id: AMP@AdobeOrg.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.
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.
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".
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 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.
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.
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.
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.
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.
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
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.
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.
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