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Agent templates, Financial

Pre-approved loan qualification.
A ready-made outbound AI agent template.

Tell the customer they are pre-approved, check interest, monthly income band and employment type, and book a time for the loan officer to call.
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Free to try with ₹500 in credits. Every line is yours to change in the agent studio.

Arjun, loan desk caller

outbound

First line
“Hi, this is Arjun, an AI assistant calling from company. Am I speaking with callee name?”
The ask
“You are pre-approved for a loan of up to loan amount rupees. Shall I book a quick call with our loan officer to take it forward?”
Rules it keeps
Do not quote a final interest rate; say the banker will confirm it. Collect PAN availability as yes/no only, never the number.

Meet Arjun. A loan desk caller.

Calls customers who are pre-approved for a personal loan.

Variables you pass in, from your list or the API

  • {{callee_name}}
  • {{loan_amount}}

What callers ask. And what the agent does next.

When the caller saysThe agent answersThen it
“What is the interest rate?”The banker confirms the exact rate on the call; it depends on your profile.Move to booking the officer's call.
“What documents do I need?”Usually PAN, Aadhaar and your last three salary slips or bank statements.Ask if PAN is available: yes or no only.
“I did not apply for any loan.”This is a pre-approved offer based on your relationship with us; there is no obligation.If not interested, mark it and end politely.

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.

The job behind it.

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.

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₹500 in free credits when you sign up. ₹4.80 a minute after that.