When a chatbot can answer questions about your own account, a fair question is: how does it know it's you? In this short explainer, Walt and Ed follow your sign-in from the AGTS client portal through a separate check by AGTS. Then they show how BrokerBot asks only for data tied to your account.
Disclosure: Authava built BrokerBot for AGTS, and Authava is part of TacoAI.
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