LeadSquared + Voice AI

Four highest-ROI workflows on LeadSquared in 2026: (1) BFSI / NBFC lead qualification — inbound enquiry → AI call in 5–15 min → BANT capture + product-eligibility scoring → senior counsellor hand-off. (2) EdTech demo booking — form fill → AI qualifies in Hindi-Hinglish → demo auto-booked into AE calendar. (3) Soft-bucket EMI reminders — RBI FPC-compliant scripts → payment commitment capture → UPI link via WhatsApp. (4) KYC follow-up after partial application — DPDP-compliant consent capture, document upload routing.

Yes. Caller Digital fires on three LeadSquared event types: (a) Automation rule actions (HTTP webhook step) — most common trigger. (b) Smart View criteria — leads matching a Smart View can be queued for AI calling in batch. (c) Direct API push from your own application via LeadSquared API. All three patterns are supported with no LeadSquared customisation beyond standard product capabilities.

A native Activity entry on the Lead (call type, duration, recording URL, transcript URL, conversation URL). Custom field updates for AI-captured data — BANT score, course preference, product interest, EMI amount confirmed, callback time, AI Counsellor Summary (180–200 chars). Lead Stage progression with reason code. Lead Engagement Score updated based on call outcome. Next-step Task assigned to the right counsellor / sales rep with full context.

Yes. Caller Digital enforces compliance at the platform level for BFSI flows on LeadSquared: RBI Fair Practices Code script enforcement (no aggressive sales, no rate commitments, instant DND honour, 8 AM – 7 PM dial window), IRDAI master-circular alignment for insurance renewal calls, DPDP Act 2023 consent capture during the call with consent stored as a LeadSquared custom field. These are critical for Indian NBFC, insurance and lending deployments where compliance is audited.

3–5 business days for standard setup. Day 1: LeadSquared API access key, Caller Digital webhook URL configuration. Day 2: custom field creation in LeadSquared for AI write-back (disposition, AI summary, BANT score, etc.). Day 3: LeadSquared Automation rule build — trigger condition, HTTP webhook to Caller Digital, downstream task creation. Day 4: Caller Digital AI script + language routing. Day 5: pilot calls on 50 real leads and QA sign-off.

Yes. The Caller Digital agent fetches AE calendar availability during the call (via your calendar provider integration — LeadSquared, Calendly, Google Calendar), proposes 2–3 slots in the prospect's timezone, confirms the booking with a calendar invite while still on the call, creates a Task in LeadSquared assigned to the right AE owner, and updates the Lead Stage to 'Demo Scheduled'. The AE sees the booking, transcript and AI summary inside LeadSquared.