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Solution · Lead qualification

Every lead called in 60 seconds.

Instant callback, qualified on need, budget and timeline, booked with the right advisor.

Book a demo Scope a pilot
IRDAI / RBI marketing normsDPDP Act 2023TRAI / DLT
Outbound call · hi-IN · lead qualification
recNeha · FormantAI agent · Outbound · Hinglish · Web lead callback00:38
customer
engine
agent
  1. 00:03Hi, main Neha bol rahi hoon [Insurer] se — aapne abhi website par term insurance ke liye details bhari thi. Yeh call record ho rahi hai. Kya 2 minute baat kar sakte hain?
  2. 00:11Haan, bas price idea chahiye tha.
  3. 00:13Sure. Approximate premium ke liye do cheezein — aapki age aur kitna cover soch rahe hain? Exact quote advisor confirm karenge.
  4. 00:2232, aur 1 crore.
  5. 00:24Noted. Advisor aapko kal 11 baje call kar sakte hain — theek rahega? Main WhatsApp par confirmation bhej deti hoon.
stage: qualify → booklead_score: hotno_quote_given ✓slot: 2026-09-17 11:00consent: marketing ✓
Hear a real call

Leads decay by the minute.
Advisors waste hours on the wrong ones.

Callbacks come hours late, in the wrong language, and half go to people just browsing.

How the agent handles it

Instant, polite, precise.

01 · Instant callback

Instant

Triggered by form or campaign response, in the lead's language, any permitted hour.

02 · Qualify, don't sell

Qualify

Need, budget, timeline, eligibility. Approved facts only; never quotes a premium it wasn't given.

03 · Book the right advisor

Book

Checks advisor calendars, books, confirms on WhatsApp, attaches transcript and score to CRM.

Compliance built in

Marketing calls that regulators would sign off on.

Consent-based calling, DND scrubbing, DLT-registered templates and no unapproved product claims — enforced by the engine on every lead call.

audit log · lead-qualification · per call
Call events
21:14:30lead_receivedsource=web · consent=true✓
21:14:41dnd_scrubclear✓
21:15:02ai_disclosureverbatim✓
21:15:40qualificationage=32 · cover=1Cr · timeline=now✓
21:15:52quote_guardno_pricing_stated ✓✓
21:16:05advisor_booked2026-09-17 11:00 · crm_updated✓
Enforced by the engine
  • Consent verified before the callback
  • DND scrubbing and permitted hours
  • Only approved product facts; pricing deferred to licensed advisors
  • AI disclosure at call start
  • Complete transcript for every lead
IRDAI / RBI marketing normsDPDP Act 2023TRAI / DLTExportable
Full control mapping
Integrations

Trigger → action → outcome.

workflows · lead-qualification
TriggerActionOutcome Web form submittedAgent calls within 60 seconds in chosen languageQualified lead with score and transcript in CRMLead asks a product questionAgent answers from approved knowledge base onlyNo mis-selling risk; complex questions routed to advisorLead is hotAdvisor calendar checked and slot bookedWhatsApp confirmation sent; advisor briefed
What we measure

Every pilot ends with a number.

60s
target time-to-callback, 24×7
3
qualifying questions, never a hard sell
0
quotes invented — advisors confirm pricing
1
booked slot with context, per hot lead

Illustrative framing; pilot numbers replace these. confirm

Reported weekly
Speed to lead
seconds
median callback
Qualification rate
hot ÷ called
Show rate
advisor calls kept
Cost per qualified lead
₹
vs. tele-sales team
Lead qualification

Never let a lead go cold again.

Connect one lead source. We return an agent, a qualification rubric agreed with your sales head, and a plan to measure conversion.

Book a demo
Engineering

Scope it with an engineer

Bring your scripts, your systems and your regulator's checklist. We map the integration and the controls before the pilot starts.

Talk to an engineer