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

# Bank Balance Inquiry Automation — Solution

> How ChatSyncs lets a bank's customers check their account balance and mini statement by WhatsApp chat, built with Keyword Replies, Reply Buttons, HTTP API, Dynamic Variables, and Response Mapping calling out to an external n8n workflow backed by Google Sheets. Use this when a customer asks how to connect ChatSyncs to an external lookup system and reply with the result in the same conversation.

* A customer messages the bank's WhatsApp number and gets an interactive menu instantly — no
  phone call, no branch visit.
* Tapping **Check Balance** triggers an automated lookup behind the scenes — the customer never
  sees the mechanics, only the answer.
* The bot calls out to the bank's own backend (via n8n, backed by a customer records source) and
  waits for a real, personalized answer before replying.
* Whether the lookup succeeds or the customer isn't found, the customer gets an immediate,
  clear response either way.

## Business Benefits

* 24/7 balance and mini statement inquiries with no support agent or branch involved
* Personalized responses pulled from a real record, not a generic canned reply
* Support agents freed up for questions that actually need a human
* One menu, two services already live (Check Balance, Mini Statement) — and a reusable pattern
  for adding a third (loan status, card status, or any other backend lookup)

## Workflow Diagram

```mermaid theme={null}
flowchart TD
    Customer -->|"Bank"| Trigger[Keyword Replies Trigger]
    Trigger --> Welcome["Interactive Message: Welcome + Reply Buttons"]
    Welcome -->|"Check Balance"| Save["Save to Custom Field: Service Request"]
    Welcome -->|"Mini Statement"| Save
    Welcome -->|"KYC Update"| KYC["Not covered by this guide"]
    Save --> HTTP["HTTP API: POST to n8n Webhook"]
    HTTP --> Webhook["n8n Webhook Node"]
    Webhook --> Sheets["Google Sheets Lookup by Phone Number"]
    Sheets --> Found{"Record Found?"}
    Found -->|Yes| Switch["Switch Node: Check Balance vs Mini Statement"]
    Found -->|No| Error["Return Error JSON"]
    Switch --> Respond["Respond to Webhook: JSON"]
    Error --> Respond
    Respond --> Mapping["ChatSyncs Response Mapping"]
    Mapping --> Reply["Personalized WhatsApp Reply"]
```

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