About Bluevine’s Virtual Assistant

The Bluevine Virtual Assistant is designed to make your chat support experience faster and more convenient. Whether you need help with our products, services, or general inquiries, Bluevine’s Virtual Assistant can provide quick answers, direct you to self-service features on your dashboard, and suggest relevant Help Center articles.

You can start chatting with the Bluevine Virtual Assistant by clicking the chat icon on your Bluevine dashboard or mobile app.

Key Features

• 24/7 Assistance: Get answers anytime, day or night, on a variety of topics.

• Help Center Integration: Access accurate and up-to-date support articles instantly.

• Smart Responses: Powered by AI, the Bluevine Virtual Assistant understands your questions and provides relevant answers.

• Multi-turn Context Awareness: Remembers the flow of the conversation to provide more accurate and coherent responses across multiple inquiries.

Best Practices for a Seamless Interaction

Follow these tips to ensure you get the most out of your conversation with the Bluevine Virtual Assistant:

1. Avoid Entering Sensitive Information: Virtual Assistant conversations will be saved and reviewed for quality assurance and training purposes. Please don't enter any personal information.

2. Start with Simple Questions: Keep your questions short and direct to get the fastest and most accurate response.

Example: "How do I qualify for interest?"

3. Use Clear, Concise Language: Avoid long sentences or jargon. Stick to straightforward language.

Example: "Add an authorized user."

4. Ask One Question at a Time: For detailed and accurate responses, focus on a single request or question in each message.

Example: "Order checks" followed by "When will my checks arrive?"

5. Use Keywords: The Bluevine Virtual Assistant recognizes specific keywords for common tasks. Examples include:

• "Submit a dispute"

• "Order checks"

• "Find an ATM"

• "Make a deposit"

• “International payments”

• “Change phone number”

• “Deposit processing timeframe”

• “Card Maintenance”

• “Line of credit”

• “Statements and documents”

• “Account security”

6. Be Patient: The Bluevine Virtual Assistant processes information quickly but may occasionally take a moment to determine the best response. If it doesn’t understand your question, consider rephrasing it for clarity rather than repeating it.

7. Provide Feedback: Respond to follow-up questions or prompts with accurate details to help the system refine its answers.

8. Use Proper Spelling and Grammar: The Bluevine Virtual Assistant works best when provided with accurate spelling and clear sentence structure. Try to avoid slang or abbreviations that may lead to misunderstandings.

9. Follow the Flow: Let the Bluevine Virtual Assistant guide the conversation. Answer its questions in the order they’re asked for a seamless experience.

Common Topics the Bluevine Virtual Assistant Can Help With

Here’s a snapshot of a few tasks the Bluevine Virtual Assistant can help you do:

• Deposits: Learn how to make deposits and when your funds will be available.

• Transfers, Payments & Bill Pay: Get information about ACH, wire, and account transfers, as well as sending and receiving international payments, and managing bill payments.

• Disputes: Submit or check the status of a transaction dispute.

• Statements & Documents: Access account statements and upload business documents.

• Account Management: Change your business and personal information, or manage additional users.

• Find an ATM: Locate ATMs for cash deposits or withdrawals.

• Bank Connections: Connect and manage external bank accounts.

• Card Maintenance: Activate, lock and unlock, replace, and manage additional cards.

• Security: Take steps to protect your account from unauthorized transactions or access.

• Change Phone Number: Learn how to update your multi-factor authentication phone number.

Your Feedback Matters

At the end of your chat, you’ll have the opportunity to complete a short survey about your experience. Your input helps us improve and enhance the Bluevine Virtual Assistant for all our customers.

By following these tips and best practices, you’ll enjoy a seamless and productive experience with the Bluevine Virtual Assistant. Start a conversation today and see how easy it is to get the help you need!