AI Agent · Account & onboarding

Account & Profile Agent

Updates account details, contact info, and preferences against the real record, behind your verification rules.

The Account & Profile Agent handles the everyday account changes: updating contact details, addresses, preferences, and settings. It makes the change against the real record, behind whatever verification you require, so customers self-serve safely.

How it works

The agent confirms identity to your standard, applies the change through Autopilot with the action recorded, and routes anything sensitive to a human through Assist. Audit reviews account changes for correctness.

Example requests it handles

  • I need to update my email address.
  • Change my mailing address.
  • How do I update my notification settings?
  • Add a new contact to my account.

In your industry

  • Updates profile and contact details behind your verification rules on secure channels.
  • Handles account detail changes with the right checks and a clear record.
  • Lets customers update their own details safely at consumer volume.
  • Manages contact and account changes for the accounts you serve.
  • Updates patient contact and preference details while protecting personal data.
  • Handles profile and contact changes with care for sensitive information.
  • Lets citizens update their details behind appropriate verification, with a record.
  • Updates student and staff contact details across the year.
  • Keeps tenant contact and preference details current without front-desk effort.

In Auralis

Auralis runs this agent through Autopilot for the verified change and Assist for sensitive cases, with identity checks to your standard and review by Audit.

Deliver exceptional customer experiences with automation using Auralis AI.

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