Inbound template · Loans and insurance

Customer service line

Answers loan and policy questions and raises service requests. Answers your business number 24x7.

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Opening line

Namaste, thank you for calling {company}. How may I help you?

Spoken in your customer’s language. Words in braces come from your business details or lead list.

Call steps

  1. Verify the customer with registered number
  2. Answer EMI, statement or policy questions from facts
  3. Raise a request and share the reference
  4. Transfer complaints

You fill in

  • Products
  • Service request types
  • Branch timings

Details collected on every call

customer_idrequestreference

Hand-off to your team

Never share account details without verification. Transfer complaints.

WhatsApp after the call

Call settings

Hours24x7
RetriesNone
Max length4 min

Questions

What does the customer service line agent do?

Answers loan and policy questions and raises service requests. Answers your business number 24x7.

What do I need to fill in?

Products, Service request types, Branch timings. Everything else is written for you.

What details does it collect?

customer id, request, reference, saved on every call summary.

Which languages does it speak?

Telugu, Hindi, Tamil, Kannada, Malayalam, Marathi, Bengali, Gujarati, Punjabi, Odia and English.

Your first agent can be calling today.

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