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Scale service without losing the human touch

See how Propel Holdings, a fast-growing fintech lender, uses Cresta's AI to scale customer service, lending, and collections while keeping people at the center. Leaders saw opportunities to automate routine interactions but knew it had to be done in a way that enhanced the customer experience and supported agents. Watch video 58% containment rate across AI Agents 50% reduction in after-call work Industry: Financial Services Products: AI Agent Agentic Assist Conversation Intelligence About Propel Holdings Propel Holdings (TSX: PRL) is on a mission to expand access to credit with transparency, speed, and customer care.

Agent or tool
Cresta
Topic
Customer Support
Reported on
Case study (Cresta)
Added
2026-11-11

Why it matters

Support is repetitive and time-sensitive. Agents can draft answers, look things up and handle simple requests, so people can focus on the tricky ones. It is one of 554 sightings filed under Customer Support on Agent Sightings (number 478 by interest), and one of 8 involving Cresta.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Cresta or any similar agent and adjust the details to your situation.

I want an agent to handle routine customer questions end to end, and pass anything unclear to a person. The tool in the source case was Cresta.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Cresta): https://cresta.com/customers/propel-holdings. Our summary is a paraphrase; details are in the source.

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