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Works with the AI tools you already use
Claude Code
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Gemini CLI+20 moreClaude CodeCursorCodex CLIGitHub CopilotGemini CLI
OpenClaw
Manus
Grok+17 agentsAI Customer Support (Fintech)
Professional fintech support automation for live chat & tickets — classifies issues, drafts calm replies, and escalates safely.
$39
AI Customer Support (Fintech)
Example session with this skill installed
A customer just messaged us on live chat
"Hi, I tried to make a payment just now but it failed. The money left my bank but it’s not showing in my account. This is really urgent — I need this sorted asap."
Please classify this and draft a professional reply.
- Read your context and instructions
- Compiled the ai customer support
- Generated the document
Classification
Category: Transactions & Payments
Urgency: High
Customer-facing reply (ready to send)
Hello,
Thank you for contacting us about the payment.
I have noted that the funds left your bank account but have not yet appeared in your balance. Transactions can sometimes take additional time to reflect depending on the payment method and processing stages.
Could you please confirm
- The exact date and amount of the transaction
- The last 4 digits of the card or account used (if applicable)
Once we have this information, we will investigate and update you.
Internal note
High-urgency missing funds report. Collect transaction details before escalating. Do not promise specific recovery timelines.
ai-customer-support-fintech.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
AI Customer Support is a production-ready skill that turns any compatible agent into a calm, professional fintech support specialist.
It handles both live chat and email/ticket channels with strict guardrails designed for financial services.
What it does
- Classifies every message into clear categories (Account Access, Payments, Cards, KYC, Refunds, Security, etc.)
- Assigns urgency (Critical → Low)
- Drafts professional, calm replies ready to send
- Applies fintech-specific safety rules (never invents policies, never gives financial advice, never requests sensitive data)
- Escalates cleanly when human judgment is required
- Provides internal notes for your support team
Who it’s for
Fintech companies, neobanks, payment platforms, card issuers, and lending products that want consistent, low-risk support without hiring a large team overnight.
Why it converts
Most generic AI support tools sound robotic or take dangerous risks with policy language. This skill is deliberately constrained: professional tone, clear escalation, and zero tolerance for sensitive-data mistakes.
Works out of the box even if you don’t have a knowledge base yet.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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Fresh listing
Recently published to Agensi
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Trust & safety
Security scanned
Verified clean 19 days ago
- Passed all security checks, Safe to install