Use-case library
184 ready workflows across 22 industries. Browse by workflow type or by industry. Each ships with opening, qualification, pitch, objection, close, follow-up and voicemail templates.
By workflow type
41 workflows across industries
Detect intent, budget, requirement and fit before a human gets involved.
27 workflows across industries
Book site visits, demos, counselling calls and clinic appointments live on the call.
53 workflows across industries
Soft, compliant reminders for fees, premiums, EMIs, bills and deposits.
12 workflows across industries
Chase KYC, applications and missing documents without manual follow-up.
6 workflows across industries
Convert webinar and event attendees while intent is still warm.
8 workflows across industries
Rebook missed appointments, demos and visits — and recover abandoned checkouts.
7 workflows across industries
Renewals for policies, plans, subscriptions, warranties and memberships.
9 workflows across industries
Bring back cold leads and past enquiries sitting in your CRM.
6 workflows across industries
Post-service feedback, reviews and NPS calls that customers actually answer.
4 workflows across industries
Hand off to a person the moment a lead is hot, sensitive or asks for one.
By industry
Admissions, counselling, fee reminders, parent follow-ups
Re-engage prospects who enquired but did not apply
Detailed counselling and program fit
Nudge to finish stalled applications
Remind students about fee due dates
Discuss eligibility and documents
Book on-campus tours
Convert webinar attendees
Address parent objections and questions
Chase missing application documents
Book a 1:1 with admissions counsellor
Bring back cold leads from last cycle
Visa, payment, accommodation, prerequisites
High-ticket courses, demo classes, webinar follow-up
Multi-touch consultative selling
Same-day attendee follow-up
Book a free demo class
Remind on enrolment fee
Explain EMI and no-cost EMI options
Address pricing/time/value concerns
Convert active trial users
Outcome-driven micro-courses
Discover decision dynamics
Recover dropped checkouts
Renewals, premium reminders, lead qualification
Remind ahead of renewal date
Soft, compliant premium reminder
Discover need + book advisor
Family health cover
Term/ULIP
Two/four wheeler policies
KYC + medicals
Status, escalation routes
Top-ups, riders, add-ons
Book licensed advisor slot
Bring back lapsed customers
Loan qualification, KYC, EMI reminders
Lead qualification + paperwork
GST, turnover, vintage screen
Soft pre-qual
Polite KYC chase
Compliant payment reminder
Complete a stalled application
Final-stage docs
Walk through the sanction
Book RM/advisor
Alternative products
Soft BNPL nudge
Payment reminders, application follow-up, upgrades
Understand spend, eligibility
Push stalled applications
V-KYC / docs reminder
Activate dispatched cards
Compliant due-date reminder
Last-day soft reminder
Pre-approved upgrade
BT options
Spend-based limit hike
Point redemption
Retry guidance
STRICT-compliance gentle reminder
Account opening, KYC, FD enquiries, cross-sell
Onboard a stalled application
Periodic KYC refresh
Rates, tenure, booking
PL/HL/AL
Pre-approved cards
Final docs reminder
Premium customers
Branch visit scheduling
Generic payment nudge
Resolution chase
Lead qualification, site visits, project pitches
Budget, BHK, location, intent
Confirm slot + send pin
Drill into budget, finance
Connectivity, schools, work
Amenities, layout, USP
Investment / self-use angle
Past projects, possession
Clubhouse, pool, fitness
CLP/Possession-linked
Compliance & approvals
Comparable trends
Rental projection
NRI documentation, repatriation
Post-download nudge
Post-visit closure
Old leads revival
CP-sourced leads
Rooftop solar qualification, site surveys, proposal follow-up
Residential/commercial, bill, load, rooftop, area, CAPEX vs PPA
Book a rooftop site survey
Request latest bill for sizing
Follow up on a sent solar proposal
Explain subsidy and net-metering eligibility
Compare upfront purchase vs power-purchase agreement
Sanctioned load, roof area, consumption for C&I projects
Move from survey to proposal and closure
Appointment reminders, lab tests, package sales
Day-before reminder
Book a slot
Rebook
Annual checkups
Fasting, prep, slot
Notify + share securely
Post-visit booking
Dental/skin/eye/IVF
Eligibility
Memberships
Schedule next dose
Demo booking, trial activation, renewals
Book product demo
BANT/MEDDIC fit
Drive PQL conversions
Auto-renew + objections
Seat or plan upgrades
High-intent attendee follow-up
Price + fit
Recover no-shows
Health check
Save at-risk accounts
Stack & APIs
Test drives, service reminders, finance enquiries
Book at preferred dealer
Variant fitment
EMI options
Periodic service
Annual insurance
Range, cost, charging
Old vehicle valuation
Time-bound offers
Showroom slot
Bookings, events, multilingual guest support
Pre-arrival call
Multilingual concierge
Banquet sales
Deposits
Suite/room upgrades
Pre-arrival reminder
NPS calls
In-stay support
Tour packages, visa documents, itineraries
Package fit
Doc list reminder
Deposits/balance
Day-wise plan
Confirm + send vouchers
Add-on insurance
In-trip support
Renewals, upgrades, churn prevention
Pre-expiry renewal
Postpaid reminder
Plan upgrade
Cross-sell broadband etc.
Activate dispatched SIM
Save porting customers
Resolution status
Bill reminders, service appointments, complaints
Compliant reminder
Visit booking
Update on tickets
Self-meter reading
Inform proactively
Higher slabs
Estimates, service reminders, reviews
Book on-site quote
AMC reminders
Service fit
Reschedule
Post-job payment
Post-service NPS
Candidate screening, interviews, joining
Phone screen
Coordinate slots
Pre-joining docs
Acceptance + objections
Day-of joining
Inbound employer
Reminders, ticket sales, post-event follow-ups
Confirm + add to calendar
Day-before reminder
Convert attendees
Stalled checkouts
Upgrade ticket tier
Post-event NPS
Cart recovery, COD confirmation, reviews
Recover dropped carts
Confirm before dispatch
Failed deliveries
Post-delivery NPS
Renewal
Replenishment
Concierge sales
Strict-compliance soft reminders only
Polite, compliant
On-due reminder
Help retry payment
Capture date + amount
Re-send link
Disputes/hardship
Informational only, no sales
Outage / drive informational
Service slot
Describe your use case; AI generates flow & guardrails
User-described — AI generates flow + guardrails