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Troubleshooting Guide

  1. Concern: I am not able to launch the bot

    Resolution : Please log out and login back to the portal.This could have also occurred because your session was idle for a long time.
  2. Concern: I can’t remember my password
    Resolution: Use the forgot password link on Login page to reset your password. Login with revised password.
  3. Concern: I am not seeing the FAQ data I just added reflected in the bot
    Resolution: The FAQ added by you needs to be trained before they reflect int bot. Initiate training from FAQ> Train option. This would trigger training for data incremented across utterance, small talk & FAQs
  4. Concern: The data training takes time
    Resolution: Data training will be performed on the linked instance and depending on volume of data and time of the day, the training will take anywhere between 1-2 hours. If you are experiencing significant delays , write to one@active.ai
  5. Concern: I am not seeing JHA Symitar core system
    Resolution: We are not yet integrated with Symitar , but it will come soon. Meanwhile, if you need to proceed you can take advantage of the micro service layer to integrate by writing custom code. Alternatively, write to one@active.ai with details of your core system
  6. Concern: My session timed out midway during my Onboarding process. Will I be required to start all over again?
    Resolution: No, on re-login system will point to the same page but will give two options to either ‘continue’ or ‘start afresh from the first step.

Sample Utterances

  1. Account Balance Inquiry
    • How much money do I have?
    • Show my net worth
    • How much is my asset
    • What are my balances?
    • Show assets
    • Show portfolio
    • Show balance
    • Show balance in checking account
    • Show Loan outstanding amount
    • Show balance for account 9000
    • Show outstanding balance of my credit card
  2. Account Inquiry
    • Show account opening date
    • Show expiry date of my debit card
    • Show joint owner of account
    • Show all accounts
    • Show joint accounts
    • Show primary owner of the account
    • Show joint owner of the account
    • Show visa cards
    • Show total limit of my credit card
    • Show available limit of my credit card
    • Show my certificate of deposits
    • Tell branch address of my account
    • Tell my branch name of my account
  3. Account Activity (Transaction Inquiry)
    • How much were my withdrawals last week
    • How much were my transfers last week
    • How much did i spend from my savings account
    • Show next payment amount of my loan
  4. Transactions
    • Transfer 1 from account 9000
    • Show latest transactions of my visa card
    • Show transactions for account 0001
    • Show transactions for account 0001 with amount 1
    • Show my credit transactions
    • Show my debit transactions
    • Transfer 1
    • Pay my card
    • When is my next EMI date for loan

Next Steps

Triniti Api Reference

Know more about the API reference and versions.

Integrate with API

Findout more how to integrate with our API