Most investors who sign up never finish KYC or make a first purchase. Callorax calls them within a minute, helps them through KYC, explains plans in their language and nudges them into a recurring savings plan.
Each stage can trigger its own call, WhatsApp template or reminder automatically.
Users stuck mid-KYC get a friendly call that walks them through the missing step, then a WhatsApp link to finish.
Explain how buying, storing and selling gold works — and answer the trust questions every first-time buyer has.
Remind savers before a missed instalment and re-engage paused plans with a personal call.
When gold prices dip, call or message the segment most likely to buy — with costs shown before you send.
Agents stick to approved wording, never promise returns and hand regulated questions to your team.
See exactly where investors stall — sign-up, KYC or first purchase — by campaign and channel.
The AI agent follows your script, listens, answers from your knowledge base and records the answers straight into the lead record.
Sample AI call
Hinglish · App sign-up · 52 secondsAI agent: Hi Priya, I noticed your KYC stopped at the PAN step. Shall I help you finish it now?
Customer: Yes, the upload kept failing.
AI agent: I'm sending a fresh link on WhatsApp — a clear photo of the front works best. Once done, you can start with as little as ₹100.
Digital gold pipeline · this week
Sign-up
14Aarav
Diya
KYC started
11Kabir
Isha
KYC done
8Reyansh
Anika
First purchase
5Vihaan
Myra
Recurring plan
2Arnav
Sara
No. Agents follow approved scripts, explain how your product works and route any advice or regulated question to a qualified person on your team.
Nudge every new investor through KYC and the first buy with AI calls and WhatsApp reminders that never feel pushy.
