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Bank AccountsπŸ’¬ WhatsApp Integration

WhatsApp Integration

Manage your bank accounts through WhatsApp with natural language commands and AI-powered conversations.

WhatsApp Setup for Accounts

Initial WhatsApp Configuration

Connect your WhatsApp to WhatsCash AI for account management.

Account-Specific Commands

Learn the WhatsApp commands for bank account operations.

Conversation Flow

Understanding how to interact with the AI for account management.

Account Management Commands

Balance Inquiries

Check account balances through WhatsApp messages.

  • "show my account balances"
  • "what's my checking account balance?"
  • "display all my accounts"

Account Creation via WhatsApp

Create new accounts using natural language.

  • "create a new savings account with Chase Bank"
  • "add my Wells Fargo checking account"
  • "I want to add a PKR account with HBL"

Account Updates

Modify account details through conversational interface.

  • "update my Bank of America account notes"
  • "change my Chase account balance to $5000"

Multi-Currency WhatsApp Support

Currency-Specific Commands

  • "show my PKR account balance"
  • "list all USD accounts"
  • "what's my EUR savings balance?"

Smart Currency Recognition

How AI detects and processes different currency symbols in messages.

Currency Display in WhatsApp

Native currency formatting in WhatsApp responses.

Natural Language Examples

Account Balance Examples

User: "Show me all my bank accounts" AI: "🏦 Your Bank Accounts 1. Chase Bank (Checking) - $2,500.00 2. Wells Fargo (Savings) - $15,000.00 3. Citi Credit Card (Credit) - -$1,200.00" User: "What's my PKR account balance?" AI: "Your PKR accounts: β€’ HBL Savings: ₨45,000 β€’ UBL Checking: ₨12,500 Total PKR: ₨57,500"

Account Creation Examples

User: "I want to add my new Chase checking account" AI: "I'll help you create your Chase checking account. What's the account holder name?" User: "Create USD savings account" AI: "I'll set up a USD savings account for you. Which bank is this account with?"

WhatsApp-Specific Features

Real-time Balance Updates

Instant account balance inquiries through WhatsApp.

Account Summaries

Formatted account lists optimized for WhatsApp viewing.

Progress Notifications

Status updates during account operations.

Error Handling

User-friendly error messages and recovery suggestions.

Advanced WhatsApp Account Features

Account Selection Intelligence

AI automatically selects relevant accounts based on conversation context.

Multi-Account Operations

Managing multiple accounts through single WhatsApp conversations.

Account Analytics via WhatsApp

Quick financial insights delivered through WhatsApp messages.

Tips for WhatsApp Account Management

Command Optimization

Most effective ways to communicate account requests.

Context Preservation

How AI maintains conversation context for account operations.

Privacy in WhatsApp

Best practices for secure account management through messaging.

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