How Credit Genie used Insights Agent to improve their AI financial assistant

Credit Genie, a mobile-first financial wellness platform, integrated LangSmith's Insights Agent into their AI financial assistant, AskGenie, to enhance user interaction analysis and identify gaps in service. By running two configurations of the Insights Agent, one with predefined categories and another allowing for automatic category generation, Credit Genie discovered unexpected patterns such as a high volume of customer support requests that their existing chatbot did not address. These insights led to the development of new features including cash advance status lookups and repayment date modifications, and the integration of in-chat support requests. The continuous use of Insights Agent has become integral to Credit Genie's product development process, enabling the team to quickly adapt to behavioral trends, enhance the AskGenie experience, and maintain rapid iteration cycles in response to user needs.