Sales Agent
Personal Loan Assistant
Guide users from loan questions to qualification in minutes. Check eligibility, explain benefits, collect documents, and hand off for final approval
Support Automation Assistant
Automate product, order, and refund queries for your D2C brand. Smart resolution + smooth escalation = happier customers.
✨ What is the AI agent about?
A WhatsApp support agent that handles product, order, and return queries instantly.
💡 It’s trained to:
- Answer delivery, return, and refund questions
- Collect loan details and required documents
- Hand off qualified users for final approval
Agent templates
Related Templates
Custom Agent
Invoice Collection Assistant
Let users upload and confirm invoices in chat. Extracts key fields, edits if needed, and logs everything.
Feedback
Product Feedback Collector
Collect real product feedback in chat. Understand what’s working and what’s not.
Feedback
Kannada Learning Coach
Learn useful Kannada every day in chat. Fun flashcards, quick quizzes, and friendly guidance.
Sales
Gold Loan Qualifier
Pre-qualify users for gold loans in chat. Checks gold value, documents, and loan type to fast-track approval.
Sales
Health Insurance Advisor
Help users buy or renew health insurance through realistic, needs-based conversations. Qualify, assess, and collect details all through WhatsApp.
Custom
Insurance Advisor Trainer
Simulate realistic sales conversations to train your insurance agents. Test their product knowledge, communication, and objection handling.
Custom
Abandoned Cart Assistant
Reach out to users who left items in their cart and bring them back to complete the purchase. Understand blockers, offer help, and recover sales - all through WhatsApp.
Feedback
Candidate Pre-Screener
Pre-screen smart hires through chat. Assess skills, curiosity, and fit in minutes.
Ready to dive in?
Create an outstanding experience for your users using AI.