> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent UI

> White-label AI interaction layer for customers and staff.

# Agent UI

## Role

Agent UI is the conversational and adaptive interaction layer that can sit in:

* mobile banking
* online banking
* RM workbench
* assisted-service flows

## Customer-facing patterns

* explain balances and transactions
* help navigate account features
* collect structured onboarding data
* guide users through lending applications
* surface relevant actions and reminders
* show experiment-aware messaging and offers

## Staff-facing patterns

* summarize customer context
* draft servicing responses
* highlight pending approvals
* retrieve policy-relevant facts
* prepare case notes and handoff summaries
* assemble workbench context for assisted service

## Protected action boundary

Protected actions such as payment release, signatory change, limit increase, pricing override, or credit approval route through:

* entitlement checks
* policy evaluation
* approval profile
* authoritative core execution

## UX rule

Every AI-generated recommendation shown in Agent UI indicates:

* whether it is informational
* whether it is a draft
* whether it requires approval
* which action will happen next if confirmed