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Bajaj Finance Arms Frontline Agents With One Always-Current Knowledge Platform with Gyde

01

Guided Decision Trees

Step-by-step logic flows that help frontline agents quickly navigate complex customer scenarios

02

Knowledge Checks & Simulators

Interactive training tools and assessments designed to test agent comprehension and practice

03

Enterprise SSO Access

Seamless, secure single sign-on integration (such as Azure AD) ensuring streamlined login.

About the client

About Bajaj Finance

Bajaj Finance runs large contact-center and frontline teams supporting its Bajaj Pay business, covering products like UPI, BBPS, and PPI, along with related rewards, offers, and service scenarios.

Like most large support organizations, agents needed accurate, up-to-date answers fast while a customer was on the line, but policies, offers, and scripts change constantly, with no reliable way to push updates to thousands of agents the moment they happened, or confirm agents had actually absorbed the new information.

The Challenge

Getting the Right Answer to the Right Agent, Fast

Slow, Inconsistent Answers

Agents couldn't find accurate, current answers quickly enough while a customer was on the line, driving up handling times and error rates.

Constant Policy and Offer Changes

Products, offers, and call scripts changed frequently, with no reliable way to push those updates to thousands of agents as soon as they happened.

No Way to Confirm Understanding

There was no easy way to verify agents had absorbed new information, or to see which content was actually working.

The Gyde Approach

A Governed Knowledge Platform for Frontline Teams

1

Single Sign-On Access

Agents log in through their existing Microsoft Azure AD (ADID) identity, with role-based Admin and Agent experiences, so there's no separate password to manage.

2

Guided Decision Trees and Simulators

Authors build interactive decision trees that guide agents step-by-step through scenarios such as KYC handling or UPI issues, alongside hands-on simulators for safe practice, with every run captured for analysis.

3

Knowledge Checks and Courses

Periodic Knowledge Tests verify agents have understood the material, and structured courses support deeper learning, both trackable per user.

4

Daily "Know-Your-Updates" Briefings

A timely-updates feed pushes policy changes, offers, and alerts to agents, with today's, last five days', and custom date-range views so agents start each day knowing what changed. Step 5

5

Governance Through Approval Workflow

A task and approval engine sits over all content types, requiring review, approval, decline, or callback before anything goes live, with bulk approvals and a full audit history.

Why It Works

Built for Governance at Scale

Maker-Checker Governance

Every piece of content moves through a review and approval workflow before it reaches agents.

Enterprise-Grade Access Control

Azure AD single sign-on and role-based access mean agents use their existing corporate identity, with clear separation between Admin and Agent experiences.

One Backbone, Many Content Types

Decision trees, simulators, knowledge tests, courses, and help articles all share the same create, clone, publish, and measure workflow.

Explore more success stories

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See What a Governed Knowledge Platform Can Do for Your Team

Give your frontline agents one always-current source of truth, guided scenarios, and a full audit trail, behind the SSO they already use.