Calling
Two questions before the call, so the agent starts with context
Name, mobile, new or existing client, and topic. Optional OTP to stop spam.
How it works
Before the call connects, the widget asks for a name, a mobile number, whether the visitor is a new or existing client, and the topic. That is enough to route the call and to save it as a lead even if it is never answered.
Consent for recording and data processing is shown at the same step, and your registration number can be displayed on the widget so visitors know who they are calling.
What's included
- You write the topic list in your visitors' words.
- Optional investable-range bands for wealth and PMS desks.
- Consent for recording and data processing shown before the call starts.
- Your SEBI, AMFI or other registration details shown on the widget.
Questions about two-question intake
Can the pre-call form verify the mobile number?
Yes. You can switch on a one-time password for the mobile number, which keeps spam and prank calls out of your queue.
Can I change the questions?
Yes. You write the topic list in your visitors' words, and wealth or PMS desks can add an optional investable-range question.
Related features
- Browser calling: Visitors click Call and talk. No app, no number to type, desktop or mobile.
- Rings your mobile: If the agent isn't at the dashboard, the call goes to their verified mobile.
- Agent console: Who's calling, from which page and campaign, before the agent picks up.
- Widget that matches your site: Your label, colours and placement: header, floating, or inline on a page.
- After-hours AI receptionist: Intake and approved FAQs only. Never investment advice.
- Routing by page and topic: The IPO page rings the IPO desk. The research page rings research sales.
- Callbacks with a deadline: Missed calls become callback tasks with an SLA countdown and escalation.
- Compliance-grade recording: Per-department rules, tamper-evident hashes, retention and legal hold.
- Lead inbox and attribution: Every call, miss and callback is a lead with page, referrer and UTM tags.
- All features
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.