Salesforce + Voice AI

Yes — FSC is one of the most common deployment patterns. Caller Digital writes to FSC-native objects: Lead, Contact, Account (Person Account or Business Account), Opportunity, Asset (representing a loan), and Activity. EMI reminder workflows update the Asset's DPD bucket and last-payment-commitment fields. Lead qualification flows progress the Opportunity stage with the right reason code. KYC follow-ups create FSC-compatible Activity records with stored DPDP consent.

All Salesforce Flow triggers fire Caller Digital: record-triggered (e.g., Opportunity stage change from 'Discovery' to 'Demo Scheduled'), scheduled (e.g., daily run over Leads with last_activity > 7 days), platform event-triggered, autolaunched from a Lightning button. Standard HTTP Callout action in the Flow sends the webhook to Caller Digital with the record context as the payload.

A Task record (Subject: 'AI Call — [outcome]', Status: Completed, Activity Date: now, Description: full transcript). Custom field updates on the related Lead / Contact / Opportunity (BANT score, sentiment, AI-captured fields). Opportunity Stage progression with reason codes. Asset / Loan field updates (for FSC) — DPD bucket, payment commitment, next action. Activity timeline visible on the standard Lead / Contact / Account page layout.

Yes. The AI agent detects the customer's language from the Salesforce Contact's MailingState, MailingCountry, or a custom Language__c field. Conducts the entire call in Hindi, Hinglish, Tamil, Telugu, Kannada, Malayalam, Marathi, Bengali, Gujarati, Punjabi or 4 more. Transcripts written back to the Salesforce Activity in both the original language and English translation.

5–10 business days for standard setup. Day 1–2: Salesforce Connected App setup, OAuth credentials, custom field creation. Day 3–4: Salesforce Flow design — trigger condition, HTTP Callout to Caller Digital, downstream tasks. Day 5–7: Caller Digital AI script + field mapping + language routing. Day 8–10: pilot calls on 50–100 real records and QA sign-off. Custom FSC orgs with heavy customisation may add 2–4 days. Salesforce-side work uses native Flow Builder — no Apex required for standard flows.

Yes. Salesforce is the standard system-of-record for Indian NBFCs and banks above ₹500 Cr AUM. Caller Digital writes back as native Salesforce Activities with full transcript and recording links — automatically inheriting Salesforce's audit trail and Field History Tracking. DPDP consent is captured during the call and stored as a verifiable Activity field. RBI Fair Practices Code script enforcement (no aggressive sales, no rate commitments, 8 AM – 7 PM dial window) is built in.