Most enquiries never qualify
Teams spend their day on applications that were never eligible, while the ones that were sit waiting for a callback.
IndustryFinancial services and lending
Qualify borrowers on your criteria, before the file reaches a human.
Most loan and insurance enquiries fail on something basic — income, city, employment type, existing obligations. Rush asks for those first, explains what the product actually requires, and passes on only the applications worth underwriting.
- Screens enquiries on income, employment, city and loan amount
- Explains eligibility, documents and charges from your own policy material
- Escalates to a human the moment a question needs one
No credit card requiredOfficial WhatsApp Business Platform
Meridian FinanceWhatsApp · answered by Rush
Customer
Need a business loan of 15 lakhs
Rush agent
I can check that. Is the business registered, and how long has it been operating?
Customer
Pvt Ltd, 4 years. Turnover about 1.2 Cr.
Rush agent
That clears our basic criteria. I will need GST returns for 12 months and bank statements for 6 — shall I have a relationship manager call you today?
Captured on this lead
The problem
What this costs you today.
The document list gets asked for five times
Applicants do not know what to submit, so files arrive incomplete and every case takes three extra rounds of messaging.
Answers have to be consistent
Rates, charges and criteria explained differently by different people is a compliance problem, not just a customer experience one.
What it handles
The conversations your team has every day.
Each of these runs off the material you upload and the instructions you write — and stops the moment a conversation needs a person.
Eligibility pre-screening
Income, employment type, business vintage, city, loan amount and existing obligations — checked in conversation against the rules you set.
Product and rate explanations
Interest bands, processing fees, tenure options and prepayment terms answered from your approved material, the same way every time.
Document checklists
Tells each applicant exactly which documents their case needs, so the file arrives complete instead of coming back twice.
Application status questions
Handles the where-is-my-application traffic that fills your service queue, and escalates the cases that genuinely need a person.
Scoped, escalation-first answers
The agent answers within the boundaries you write, says when it cannot advise, and moves the thread to your team rather than improvising.
Clean handoff with the file attached
Your relationship manager opens a thread that already has the numbers, the product and the full conversation history.
WhatsApp
Instagram
Messenger
Website chatQualification
A lead you can act on, not a chat transcript.
You decide which fields make an enquiry worth someone's time. The agent collects them in conversation, and only then does anyone on your team get involved.
Product requiredAmountMonthly income or turnoverEmployment typeCityExisting obligations
- Straight into your CRMQualified leads are pushed to Kylas CRM or Google Sheets as the conversation happens.
- Handoff with the history attachedYour team picks the thread up mid-conversation, with every captured field already on the record.
- In the customer's languageDetected per message, including the qualifying questions and the handoff note your team reads.
criteria checked in chat6
improvised answers0
enquiry handling24/7
consistent explanation1
Product requiredCaptured in chatOn
AmountCaptured in chatOn
Monthly income or turnoverCaptured in chatOn
Employment typeCaptured in chatOn
What changes
More conversations handled, without more headcount.
6criteria checked in chatIncome, employment, amount, city, vintage and obligations, before a human opens the file.
0improvised answersThe agent replies from approved material and escalates rather than guessing.
24/7enquiry handlingApplications start whenever the customer is free, not when your branch is open.
1consistent explanationRates, charges and criteria described the same way in every conversation.
Getting started
Live on your channels in an afternoon.
No flow charts to draw and no developers to book.
Connect your channels
Link your WhatsApp Business number, Instagram and Facebook Page, and drop the embed onto your website. Every channel feeds the same agent.
Upload what you already have
Give the agent product sheets, eligibility criteria, fee schedules, document checklists and the escalation rules your compliance team signs off. It answers from that material and says so when a question falls outside it.
Define what a lead means here
For you that is an applicant who clears your basic criteria and has the numbers on record — everything else is answered, not escalated. Choose the fields to capture and the point at which a human takes over.
Go live and watch the funnel
Track conversations, resolution without a human, captured leads and spend per channel, then tune the instructions from what customers actually ask.
FAQ
Questions financial services teams ask.
Can we control exactly what the agent is allowed to say?
Yes. The agent answers from the material you upload and the instructions you write, including what it must not discuss. Anything outside that scope becomes a handoff to your team rather than an improvised answer.
Can it apply our eligibility rules?
You define the fields that must be collected and the thresholds that matter — income, business vintage, loan amount, city. The agent collects them in conversation and only escalates applications that clear them.
Is customer data handled safely?
Conversations run on the official WhatsApp Business Platform and the captured fields stay in your workspace, visible to the teammates you invite. You choose which fields are collected and where they are pushed.
Does it replace our relationship managers?
No — it removes the part of their day spent on enquiries that were never going to qualify and on repeating document lists, so the conversations they do have are with applicants worth their time.
More industries
Built for the way your sector actually sells.
Get started
Put every financial services conversation on one automated inbox.
Connect a channel, upload what you already have, and watch the first qualified lead arrive — usually on the same day.