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Initiating Financial Actions with Penny

Explanation of how Penny helps initiate financial actions like sending money, opening savings pots, or creating new goals, and the process Penny follows to guide users through these actions

While Penny cannot directly perform financial actions, she assists users by providing clear guidance and easy access to relevant features within the Yeeld app:

  • Sending Money: When a user wants to transfer money, Penny will provide a button that leads directly to the transfer page in the app. Users can specify the amount and recipient, and complete the transaction themselves.

  • Opening Savings Pots: If a user asks about creating a savings pot, Penny will guide them by providing a button to the savings section. Users can choose a goal, set a target amount, and manage their savings preferences.

  • Creating New Goals: Penny supports users in setting financial goals by offering helpful tips and suggesting goals based on their spending patterns. Users can tap on a button to go directly to the goal-setting page in the app.

Penny ensures that users have a smooth experience by providing clear instructions and quick access to the relevant parts of the app for any financial action.