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Loan lead qualification

Calls people who enquired about a loan, checks basic eligibility and books a callback from an advisor.

How it opens

The first line, in each language the template ships with. The agent answers in whatever language the caller uses.

Hindi

नमस्ते, मैं ‹your company› की एआई सहायक बोल रहा हूँ। आपने लोन के बारे में पूछताछ की थी, क्या दो मिनट बात हो सकती है?

English

Hello, this is an AI assistant from ‹your company›. You enquired about a loan; do you have two minutes?

Hinglish

Namaste, main ‹your company› ka AI assistant hoon. Aapne loan ke baare mein enquiry ki thi, do minute baat ho sakti hai?

A financial product: the questions and the 'not an approval' line come in a fixed order.

1
Greet and ask for two minutes
Disclose the AI assistant, mention their enquiry, ask if now is a good time.
2
What do they need?
Ask which loan and roughly how much, in rupees.
3
Basic profile
Ask employment type (salaried, self-employed, business), monthly income band and city. Ask one question at a time.
4
Offer an advisor
Say an advisor will explain offers, read the 'not an approval' line and ask for a callback time or offer to connect now.
5
Not eligible today
Thank them kindly, say the current products may not fit, and close without advice.
6
Not interested
Thank them, mark do not call again.
7
Callback
Take a convenient time.
8
Hand over
Transfer to an advisor.
9
Close
Confirm the callback time and thank them.

Filled in after the call, next to the transcript, summary and cost. Delivered by webhook and readable through the API.

Field	Question it answers
lead_status	How did the lead qualify?qualified · not_eligible · not_interested · callback · transferred
loan_type	Which loan do they want?
loan_amount	How much do they need, in rupees?
employment_type	Employment type?salaried · self_employed · business · other
monthly_income_band	Which monthly income band did they state?
city	Which city are they in?
callback_time	When should the advisor call?
do_not_call	Did the person ask not to be called again?yes · no

No API yet? Keep the lead in extraction only; the customer exports qualified leads from call history.

POST save_lead
Save the qualified lead for the advisor team.
TRANSFER transfer_to_human
Transfer the call to the handover number. Leave it out when no number was given.

Knowledge base: the public product pages (eligibility, documents needed) for sourced answers.

Enforced by the platform's compliance toolkit, not left to the script.

AI disclosure: “This call is from an AI assistant of the company, about your loan enquiry.”
Calling window: 10:00 to 19:00 in the recipient's timezone. Calls outside it move to the next start.
Transcripts: Masking: card, Aadhaar, PAN and account numbers are hidden before text is stored or sent on, keeping only the last four digits.
Do not call: If the person asks not to be called again, confirm it once, record do_not_call = yes and end the call politely. Tell the customer to add such numbers to the account's do-not-call list.