Recharge / plan expiry reminder
Tells subscribers their plan is about to expire and how to recharge, without a hard sell.
How it opens
The first line, in each language the template ships with. The agent answers in whatever language the caller uses.
नमस्ते ‹customer name› जी, मैं ‹your company› की एआई सहायक बोल रही हूँ, आपके प्लान के बारे में।Hello ‹customer name›, this is an AI assistant from ‹your company›, calling about your plan.Namaste ‹customer name› ji, main ‹your company› ki AI assistant hoon, aapke plan ke baare mein call kiya hai.The steps
A short fixed reminder script, the same for every subscriber.
- 1
Greet and confirm the subscriber
Disclose the AI assistant and the operator; confirm it is ‹customer name›.
- 2
Plan is expiring
Say the plan name, its price in rupees and the expiry date, then the 'ignore if recharged' line. Ask if they plan to recharge.
- 3
How to recharge
Read the recharge options.
- 4
Why not
Ask once why (price, service quality, moving) and note it; do not argue.
- 5
Callback
Take a convenient time.
- 6
Hand over
Transfer to customer care.
- 7
Wrong number
Apologise and close.
- 8
Do not call
Confirm the request and close.
- 9
Close
Thank them.
What each call returns
Filled in after the call, next to the transcript, summary and cost. Delivered by webhook and readable through the API.
| Field | Question it answers |
|---|---|
| outcome | What was the outcome of the call?will_recharge · already_recharged · will_not_renew · callback · transferred |
| churn_reason | Why will they not renew?price · service_quality · moving · switching_operator · other · not_applicable |
| recharge_by | By when will they recharge? |
| do_not_call | Did the person ask not to be called again?yes · no |
Your systems
No API yet? Take ‹plan name›, ‹plan price› and ‹expiry date› from the contact list.
GET get_plan
The current plan, price, expiry date and recharge status.
TRANSFER transfer_to_human
Transfer the call to the handover number. Leave it out when no number was given.
Knowledge base: Optional: the public plans page, for 'which plan is cheaper?'
Rules it keeps
Enforced by the platform's compliance toolkit, not left to the script.
- AI disclosure
- “This call is from an AI assistant of the operator.”
- 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.
What you fill in
The form in Set up for me. Most fields have sensible defaults; what you leave empty, the plan marks clearly.
Your business
Company name, How to recharge
Agent persona
Agent name, Languages, Voice, Tone
Calling rules
Call from, Call until, Timezone, Human handover number
Your systems
Your API base URL
Script and rules
What to collect, Lines that must be said, Never say or do
Lines to test it with
Type them into the test chat or a workflow test before any real call is placed.
- “Haan, kal recharge kar dunga.”
- “Koi sasta plan hai kya?”
- “Net bahut slow chalta hai, isliye nahi karunga.”
- “Maine subah hi recharge kar liya.”