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Account management & servicing
Profile updates, limit changes, status changes, and customer comms run from one workspace. Your team and your AI agents act on the same cases, with audit on every action.
Forest is where your team and your agents handle the volume work. Account updates, comms, escalations, and recurring servicing are all steps on the same case.
Account changes on the record
Profile updates, limit changes, status flips, and metadata edits run as actions on the customer record. Every change is logged, every reviewer named.
Comms from the case
Outbound emails, SMS, and in-product messages send from the same case bundle. Zendesk, Intercom, Crisp, Twilio, or your channel of choice runs the delivery.
Recurring servicing on schedule
Anniversary checks, periodic reviews, statement runs, and account refreshes trigger from workflow schedules. Your team handles exceptions, agents clear the rest.
Permissions per action
Set who can update what, when, and with which approval. Roles cover your team and your AI agents the same way.
Agentic first pass on requests
Your agents handle routine requests, draft responses, and route the cases that need judgement to a human reviewer.
Audit-ready by default
Every account change, every comms touch, every approval lands at the record level. Regulator-ready bundles export on demand.
Built for ops at volume
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A single view per customer
Record, comms history, prior actions, and pending approvals live on the same case. No tab-switching, no broken context.
Governance for humans and agents
Permissions, approval chains, and escalation rules apply to your team and your AI agents the same way. Every action lands in one audit trail.
Plug into your existing stack
Core, CRM, comms, and support tools fully connected, ready to tap from your workflows. Swap or add a provider as your stack evolves.
Plug into your stack
Frequently asked questions
You still have question ?
Book a conversation with a forest expert
How do I configure an account servicing workflow in Forest?
Each servicing action is a step in the workflow you design: update profile, change limit, send communication, escalate. Rules and routing are set per step. Your team and your agents work cases through it from one workspace.
Which tools and providers can I connect?
Common connections include your core banking system (Mambu, Thought Machine, Solaris), CRM (Salesforce, HubSpot, Attio), comms (Twilio, SendGrid, Front, Intercom), and support tools (Zendesk, Intercom). Other tools connect through the same pattern.
Can my agents act on customer accounts on their own?
Within the rules you configure. Agents can run routine servicing actions (low-risk updates, recurring servicing, comms) under their own scoped permissions. Anything outside those rules routes to a human reviewer.
How do approvals work on account changes?
Approval steps are configured per action and per role. A limit change above a threshold can require manager approval; a status flip can require two-person review. Approvals are recorded as part of the action.
How do you ensure customer data never leaves our environment?
The Forest backend runs inside your infrastructure, alongside your databases. Customer data travels to a provider only at the point where its service is called, and the response is logged back to the case. Data stays in your systems of record.
