New card welcome
Calls customers when their new card is delivered, walks them through activating it in your app, and answers first questions.
Why it matters
The call nobody has time to make
A card that's never activated is a cost with no return. A short welcome call, the day it arrives, turns an envelope on the table into a card in someone's wallet.
On the call
- 1
Checks the card arrived
And that it's the customer speaking.
- 2
Walks through activation
In your app, step by step, without ever asking for the PIN.
- 3
Answers first questions
From your knowledge base, and sends the steps on WhatsApp.
Sara
Kevali agent
Customer
On the phone
- Sara: Hi, is this Karthik? I'm calling from Nirmal Bank about your new credit card.
- Customer: Yes, it came yesterday.
- Sara: Great. Have you activated it yet? It takes a minute in the Nirmal app, under Cards.
- Customer: Not yet. Do I need to set a PIN?
- Sara: Yes, you set the PIN yourself in the app. Please never share it with anyone, including us. I've sent the steps on WhatsApp.
- Customer: Okay, perfect. Thanks.
- Sara: Enjoy the card, Karthik!
What your team gets back
After every call, in Calls and Analytics.
- Cards received and activated, customer by customer
- The questions new cardholders ask most
- Cards that never arrived, flagged
Built in the Agent Builder
What this agent is made of
The same building blocks as every Kevali agent, set up for this call.
Campaigns
Who it calls and when, for the calls it makes.
Knowledge Base
The documents and FAQs it answers from, so it says what you've approved and nothing else.
WhatsApp
Messages it sends during or after the call, such as a link or a confirmation.
Data Collection
The answers it records from each call, in fields your team can filter.
01
Build it
Start from a template or a blank agent. Write its instructions and first line, pick a voice and link what it should know.
02
Test it
Talk to it in the browser or have it ring your phone, read the transcript, and run the safety evaluation before you publish.
03
Launch and watch
Put it on your number or in a campaign. Calls, Analytics and Alerts show how every conversation went.
Hear this agent on your own banking calls
Bring your script and a few sample customers. We'll set the agent up with you and you can call it before anyone else does.