This isn't a slide deck. It's a working AI agent that checks HSA and FSA balances, submits claims, verifies expense eligibility, manages cards, and handles contribution changes.
Ask about your HSA or FSA balance, submit a claim, check if an expense is eligible, or get help with your debit card.
Built around real member scenarios that HealthEquity's team handles every day.
HSA, FSA, and HRA balances with YTD contributions, remaining limits, investment balances, and recent transactions.
Verifies eligibility first, then submits the claim with processing timeline and documentation reminders.
Instant verification of whether an expense qualifies for HSA, FSA, or HRA reimbursement.
Activate, lock, unlock, or request a replacement card. Troubleshoots declined transactions.
Updates payroll deduction amounts and processes one-time HSA contributions with remaining limit awareness.
Explains HSA vs FSA, contribution limits, eligible expenses, and tax benefits in plain language.
This demo was built from scratch for HealthEquity. Real logic for real scenarios.
Pulled HealthEquity's HSA, FSA, eligibility rules, and card policies into the AI's knowledge base.
Created member-specific workflows for balances, claims, eligibility, and card management.
Connected 5 mock tools simulating HealthEquity's account management, claims, and card systems.
Ran simulated member conversations across happy paths, card issues, and eligibility edge cases.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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