Pension depot chat agent: advise, calculate and sign up in dialogue
Description
Advise, calculate, sign up in one dialogue: the AI agent answers questions about the pension depot from official sources, calculates the potential payout live, and uses the process engine to guide to appointment, sign-up and PDF application.
Advise, calculate, sign up in a single dialogue, no code required.
This template combines Agentic AI with the LoyJoy process engine: The agent answers questions about the pension depot based on official sources, captures the required customer data, calculates the potential payout live, and guides end to end to an appointment or direct sign-up including a PDF application. Throughout the entire process, the agent stays available for follow-up questions.
This template uses SECURA as a placeholder insurer. Branding, wording, product parameters and calculation logic can be adapted to your company in minutes via the no-code editor.
Highlights
Knowledge-based advice with sources:
The agent answers questions about the pension depot exclusively based on your official sources. Answers remain traceable and auditable.
Live calculation in the dialogue:
The agent collects the necessary data in a structured way (age, number of children, monthly savings rate) and calculates the potential depot payout directly in the conversation.
Appointment or direct sign-up:
Customers choose an agency and book an appointment. Alternatively, a direct sign-up can be integrated into the process.
Automatic PDF application:
All captured data and given consents are transferred securely into a PDF, accurate and without manual handover.
Agent always available:
Even in the middle of the application flow, the agent answers questions without interrupting the process.
EU hosting and compliance-ready:
GDPR-compliant, EU AI Act-aware, Made in Germany. Optional DE-hosted models.
Why this is a best-practice example
Application flows often fail at two points: data is transferred incorrectly, and as soon as a question comes up, the user drops out. This template shows how Agentic AI and the process engine work together: the process engine ensures fast, accurate and secure transfer of data into PDF and target systems, while the AI agent remains available for questions at any time. The result is an application flow that advises and signs up at the same time.
Use cases (examples)
Advice on the pension depot based on official sources
Needs assessment and live calculation of the potential payout
Appointment booking with the right agency
Direct online sign-up as an alternative to booking an appointment
Automatic PDF application with all data and consents
What’s included in the template?
Sample knowledge sources on the pension depot (SECURA placeholder)
Data capture for age, number of children and monthly savings rate
Calculation logic for the potential depot payout, live in the dialogue
Agency selection with appointment booking, optional direct sign-up
PDF generation with all data and consents handed over
AI instruction presets and fields for brand and company context
Get started in under 5 minutes
Install the template
Adapt branding:
Replace SECURA with your company, adjust product parameters and calculation logic to your depot.
Choose a model:
Current recommendations: Gemma 4 (fast and cost-effective) or GPT-5.4.
Test and go live:
Walk through advice, live calculation and sign-up flow, then roll out on your website, in the app or by phone.
The agent asks for age, number of children and monthly savings rate in the dialogue and calculates the potential payout of the pension depot live in the chat. We use the <a href="https://docs.loyjoy.com/bpmn/subprocesses/dmn/">decision table</a> module for this.
Yes. All captured data and given consents are transferred securely and accurately into a PDF via the process engine, without any manual rework. We use the <a href="https://docs.loyjoy.com/bpmn/subprocesses/pdf/">create PDF</a> module for this.
Yes. Customers choose an agency and book an appointment, alternatively a direct online sign-up can be integrated into the process.
Exclusively on official sources about the pension depot. Answers remain traceable and auditable. You can of course change and extend the sources.
Yes. The template runs on the EU-hosted LoyJoy platform, GDPR- and EU AI Act-compliant, Made in Germany.
Yes. SECURA is only a placeholder, your team adapts branding, wording, product parameters and calculation logic in the no-code editor.
