Route account and loan enquiries to the right desk.
Callers want the right person, fast — and every call has to be on record. A CallMissed agent answers, understands whether it’s an account, loan or support enquiry, answers the routine parts from your documents, and routes the rest to the right desk. It does not give financial advice.
Routed to desk
How we help
What the agent does for financial services.
Understand and route
It works out what the caller needs and sends them to the right desk, with the transcript, instead of a phone-tree maze.
Answer the routine
Timings, documents required, branch details and process steps — grounded in what you upload.
Every call on record
Each enquiry is written to one record, so there is a clean trail of who asked what.
In their language
It handles all 22 Indian languages, including the mix people actually speak.
A sample call
Start to record, in one call.
Illustrative of a call like this — the exact words follow your own instructions and knowledge base.
- 01
A caller rings asking about the documents needed for a loan.
- 02
The agent answers the routine parts from your uploaded process notes, in Hindi.
- 03
For the account-specific part, it routes the caller to the right desk.
- 04
The whole call is written to one record.
Questions, answered.
Does it give financial advice?
No. It answers process and logistics questions from what you upload, and routes anything account-specific or advisory to your team.
Is every call recorded?
Each enquiry is written to one record with a transcript, so there is a clean, auditable trail.
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