Flows
Visual automation for routing, journeys, and high-stakes deterministic paths.
Authenticated link delivery for monthly statements across WhatsApp + Web.
Conversational EMI calculator with tenure & rate slot filling.
Eligibility check + approval gate for goodwill waivers (RBI/policy aware).
Look up failed UPI ref, raise NPCI dispute, track reversal SLA.
Validate identity, capture address, queue dispatch & charge fee.
Lookup cheque clearing status with image of cheque slip.
Vision-based document parsing + KYC submission with retry.
Capture new address, OCR proof, verify, update CRM.
Immediate block + audit trail. High priority — short circuit.
Fastest self-serve flow — balance + last 5 transactions.
Lookup transfer reference, surface RTGS status & ETA.
Risk profile, fund pick, mandate setup. WIP.
Daily push for pending KYC across WhatsApp + Voice fallback.
Pre-due reminders 5/3/1 day cadence with one-tap pay.
30/60/90-day inactive trigger — winback offer.
1-tap NPS post-conversation with detractor follow-up.
Eligibility model gate + tailored PL offer.
Immediate handoff to fraud team — block + freeze + log.
30-day SLA workflow for data subject access requests.
VIP attribute → priority queue + dedicated specialist.
Missed call after-hours → voicemail + ticket creation.
Branch finder + appointment slot + confirmation.
Daily 1% random pull of insurance calls for QA review.
Internal approval workflow for DLT/TRAI SMS templates.