Trigger a call Lead API docs ↗
Run of show
1 · Lead and Qualification
2 · KYC and Eligibility
3 · Chaser
4 · Branch tablet (check-in, KYC, PAN, inspection, offer, manager approval)
5 · Lite LMS: Welcome, Pre-due, Post-due. Interest accrues by the day; advance time to watch it.
Advance time (one control)
6 · Cross-sell: reply YES in the phone →
Force the next agent outcome
e-KYC how Aadhaar is checked
Agents
mock = scripted · manual = a person performs the call (task shows below) · live = real agent via adapter
Record a call outcome of calls made by hand or live
None
Scheduled jobs
Journeys
| Customer | Source | Stage | KYC | Flags |
|---|
Selected journey
Select a journey
Branch
Select a journey
Customer link this customer's own page
Select a journey
Lead details update what the call captured
Select a journey