Specialized AI agents for every part of the customer operation
One customer. One journey. AI agents at every step.
VoiceChatWhatsAppWeb
Acquire
Answer every enquiry in seconds and pass qualified leads to your sales team.
When a prospect shows interest, the AI agent engages them instantly, understands their needs and eligibility, and guides qualified prospects toward an application.
38%of enquiries qualified
CustomerI saw your ad. Can someone explain the plans?
AI agentSure. Which city are you in? I can book a callback for today.
Qualified · callback booked
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Lead qualification
Calls new enquiries within seconds, checks need and eligibility, and passes qualified leads to your team.
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Sales calls
Explains the product, answers objections and books the next step with your sales team.
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Application assistance
Stays with the prospect through the form, field by field, until the application is submitted.
Onboard
Take new customers through verification and setup without drop-off.
When a customer applies, the AI agent guides them through KYC, document collection and verification, and gets them activated and ready to transact.
2.4 daysfaster from sign-up to active
AI agentYour documents are verified. One step left: approve autopay.
CustomerDone.
Autopay registered · account active
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KYC and KYB
Collects documents, checks them against your policy and follows up on anything missing.
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Eligibility checks
Runs the checks in your systems and tells the customer clearly what happens next.
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Underwriting follow-up
Gets the details your credit team is waiting on, without a manual chase.
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Sanction and offer updates
Explains the offer, its terms and the next step, in the customer’s language.
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Disbursement coordination
Keeps the customer updated from approval until the funds arrive.
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Welcome call
Welcomes new customers and walks them to their first transaction.
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Account activation
Reaches customers who paused after sign-up and gets the account live.
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First EMI setup
Confirms the repayment schedule and the first due date, so nothing is missed.
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Autopay mandates
Guides customers through mandate registration and confirms it is active.
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First-use education
Shows new customers how to get value from the product in their first week.
Service
Resolve account, statement and payment queries end to end, without a human.
When a customer needs help, the AI agent understands the issue, accesses their account history, and resolves it end-to-end without a human handoff.
71%resolved without a human
CustomerI need last year’s statement for my tax filing.
AI agentSent to your email, for FY 2025–26.
Statement sent · ticket closed
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Inbound support
Answers questions on voice, WhatsApp, chat and email, around the clock.
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EMI queries
Explains dues, dates and charges from the customer’s live account data.
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Statements and schedules
Sends the right statement or repayment schedule the moment it is asked for.
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Account changes
Verifies the customer, then updates address, contact or bank details in your systems.
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Document requests
Generates and sends certificates and letters, without a ticket in the queue.
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Refunds and failed transactions
Traces the transaction, raises the reversal and confirms the outcome to the customer.
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Disputes
Gathers the details, files the dispute and keeps the customer updated until it closes.
Collect & grow
Collect payments on time, then turn loyal customers into renewals, upgrades and repeat purchases.
When an account falls due, the AI agent contacts the borrower at the time they're most likely to respond and secures a promise to pay. When a customer is ready for their next financial need, it recommends the right product and turns the interaction into a renewal, top-up or cross-sell.
64%agree a payment date
AI agentRohit ji, aapka payment kal due hai. Kab tak ho payega?
CustomerSalary 5 tareekh ko aayegi.
Payment date · 5 Nov · link sent
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Pre-due reminders
Reminds customers before the due date, at the time they are most likely to answer.
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Early-stage collections
Reaches customers in the first days past due and agrees a payment date.
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Overdue collections
Works through overdue accounts at scale, with a message shaped by each account’s history.
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Promise-to-pay follow-ups
Checks in before the promised date and sends the payment link.
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Payment links and assistance
Sends a secure payment link and helps if the payment does not go through.
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Escalations
Handles firm conversations within permitted hours and hands over to your team when needed.
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Settlements and restructuring
Explains the options your policy allows and records the customer’s choice.
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Save calls
Reaches customers who are about to leave, understands why and offers what your policy allows.
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Renewals
Reminds customers ahead of renewal and completes it on the call.
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Top-ups and cross-sell
Spots who is eligible and offers the next product at the right moment.
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Limit increases
Lets eligible customers know about a higher limit and confirms it with them.
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Repeat loans
Brings back customers who closed in good standing, with an offer based on their history.
Trusted by leading BFSI institutions
- TaxOne
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