Built for Capi Money · Live in your sandbox

Cross-border support that acts on the transaction.

An AI agent built for Capi Money. It looks up payment status, clears RFIs from a single uploaded document, quotes live FX with tier-aware competitive rates, and walks importers through onboarding end-to-end. Native to your existing Zendesk and WhatsApp Business stack.

02 · Try it

Paste any of these into the phone.

The phone on the previous slide shows a Capi WhatsApp Business thread, the same channel Capi support runs on today. Tap the AI chat bubble, paste a prompt, watch the agent call real tools and respond in seconds.

Payment status
Hi, where is my payment to Yiwu Trading? The reference is TX-77451, sent 2 days ago.
Clear an RFI
I'm submitting the updated invoice for the held payment to Lomé Imports. Please continue with the transaction.
Quote & negotiate FX
I want to send 8,000 USD to my Shenzhen supplier. Wise quoted me 12,580,000 XOF. Can you match?
Onboard a new business
I want to set up a Capi account for my import business in Côte d'Ivoire. What do you need from me?
03 · Why it works

Not a deflection bot. An action-taking agent.

Lorikeet doesn't match keywords against an FAQ. It reads the ticket, calls the right tool, reasons over the result, and replies, or escalates with a complete audit trail.

Action-taking on the transaction

Looks up the live transaction, fetches tier and corridor, quotes a real rate, and validates uploaded RFI documents. No "please contact support" loops.

Compliance-grade KYC and RFI

Runs OCR and identity checks against your compliance rules. Walks UBO trees recursively, handles parent companies, declines prohibited corridors with a clear reason. Every action runs with a full audit trail.

WhatsApp, email, voice. Same brain.

Bilingual EN/FR by default. The same workflow runs on WhatsApp via your Sunshine and Zendesk setup, on email, and on voice, with notification replies threaded back to the original transaction.

04 · How it works

Built in days, not quarters.

Zero custom code. Every workflow, tool, and guardrail is configured through the Lorikeet product and deployed via your existing Zendesk integration.

1

Connected Zendesk

Native integration reads tickets from WhatsApp via Sunshine and Zendesk and replies through the same channel. Setup measured in hours, not weeks.

2

Mocked the tools

Tools for transaction lookup, FX quoting, RFI clearing, and onboarding submission are stubbed for the demo, with the same shape as your real backend.

3

Wrote the workflows

Plain-English instructions tell the agent how to handle each ticket type, when to escalate, and what to log. No rules engine, no scripted trees.

05 · What's inside

Everything is transparent.

The Lorikeet sandbox is open for the Capi Money team to inspect. Every tool, workflow, and article you see in the demo is in there.

5

Live workflows

Payment status, RFI document response, new transaction with rate negotiation, business onboarding, plus an FAQ workflow over your knowledge base.

11

Mocked tools

Tier-aware FX quoting, transaction status, RFI clearing, OCR document validation, competitor rate matching, onboarding submission, and more.

27

Knowledge articles

Fees, settlement timing, supported currencies, prohibited countries, deposits, regulation, account safety, onboarding eligibility, and contact paths.

~5s

Avg reply time

End-to-end latency on chat, including tool execution and reasoning. Same benchmark for production traffic.

Ready to see it on real Capi tickets?

This is a synthetic slice. Connect your Zendesk and one customer-data endpoint in week one and we'll have a pilot answering live tickets within two to four weeks.

Talk to Lorikeet