4 Smart ways people are using Ashlee, the Raiz Chatbot - Raiz Invest

Raiz Chatbot Ashlee

More and more Raiz users have been actively engaging with our Chatbot, Ashlee, in order to take control of and improve their financial situation. Because Ashlee is a personalised experience you can chat to her in a natural way – well nearly natural.

Ashlee – the intelligent chatbot is available through Facebook Messenger (search “Raiz Chatbot”), and can answer general questions about the market, specific questions related to your account, any support questions you have, your spending habits, and Raiz features, all without having to log into the app.

For a list of questions, check out ‘Ask Ashlee – Raiz Intelligent Chatbot Questions.

Here are 4 smart ways that others are currently using Ashlee:

 

  1. Track your Raiz balance.

Ashlee has got you all sorted if you ever find yourself wanting to know your balance, but don’t want to login to the app. This provides an easy way to see if your investment has landed in your account, if your withdrawal has processed successfully, or to keep track of you balance.

whats my balance
 

 

  1. Check your account performance.

You can ask Ashlee for accounts returns for the last day, month, or year. Some users prefer this way now as they can keep track of their past performance through the message history.

 

 

  1. Learn about your spending habits.

Ashlee can offer tips and insights into your spending patterns based off your historic purchases and income. She can tell you how much you’re currently spending, and even project future cashflow to help you understand if you could save more or afford to eat out that night.

Some examples how users have done this include:

  • Checking your spending habits to see if how much you saved last month.
 
  • Find out how many days it will take before you save a specified amount of money.
How long until you save $5000
 
  • Track individual categories to see where you spend your money. The categories we can track are shopping, food and dining, taxi/ride sharing, health and fitness, entertainment, insurance and many more.
How much spent on food
 

 

  1. Get answers to support questions about Raiz features

Ashlee can answer questions regarding Raiz features products and functions, making for a quick way to find answers to general customer support queries.

General customer support questions can range from learning more about specific features to word terms such as statements and dividends.

Ashlee’s purpose here isn’t to replace standard customer support channels, but rather add an extra layer on top, and allow users to quickly find answers to minor questions outside of traditional business hours.

 

 

To use, just go into your Facebook Messenger app and search for ‘Raiz Chatbot’. Please note, you will need a Facebook Messenger account to access the Chatbot.

Ashlee can be accessed through Facebook Messenger

 


 

Don’t have the Raiz App?

Download it for free in the App store or the Webapp below:

download-raiz-app
Click to download the Raiz app

 

Important Information

The information on this website is general advice only. This means it does not take into account any person’s particular investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the product.

A Product Disclosure Statement for Raiz Invest and/or Raiz Invest Super are available on the Raiz Invest website and App. A person must read and consider the Product Disclosure Statement in deciding whether, or not, to acquire and continue to hold interests in the product. The risks of investing in this product are fully set out in the Product Disclosure Statement and include the risks that would ordinarily apply to investing.

The information may be based on assumptions or market conditions which change without notice. This could impact the accuracy of the information.

Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz Invest or Raiz Invest Super.

Past return performance of the Raiz products should not be relied on for making a decision to invest in a Raiz product and is not a good predictor of future performance.


Bitnami