Credit card lead qualification.
A ready-made outbound AI agent template.
Neha, cards sales caller
outbound
- First line
- “Hi, this is Neha, an AI assistant calling from company. Am I speaking with callee name?”
- The ask
- “Based on what you have told me, you qualify. Shall I connect you to a sales executive right now to complete it?”
- Rules it keeps
- If the caller already holds the same card, offer the upgrade instead. Mark do-not-call if they ask.
Meet Neha. A cards sales caller.
Calls people who enquired about a credit card on the website.
Variables you pass in, from your list or the API
- {{callee_name}}
What callers ask. And what the agent does next.
| When the caller says | The agent answers | Then it |
|---|---|---|
| “What is the annual fee?” | Quote the fee from the knowledge base for the card they asked about. | Mention any first-year waiver only if the knowledge base lists it. |
| “I already have this card.” | Then the upgrade may suit you better. | Pitch the upgrade card and continue qualification. |
| “What is the credit limit?” | The limit is decided after the application; the executive can give an indicative range. | Offer the transfer. |
Every template also handles the wrong person, “call me later”, “not interested”, a request for a person and a request not to be called again.
Questions, answered.
More on the FAQ page, or write to us.
Yes. The template fills in the agent's first line, objective, script, FAQs and variables, and you can edit every part in the agent studio before you launch.
Make test calls from your browser, then run a test suite of scenarios against the agent version and fix whatever fails.
Hindi, English, Hinglish and more. Set a primary and a secondary language, and the agent switches when the caller does.
₹4.80 a minute, billed in 30-second pulses, with ₹500 in free credits when you sign up.
Put an agent on the line.
Hear it call you today.
₹500 in free credits when you sign up. ₹4.80 a minute after that.