Financial services
Service calls with verification steps you define
Available on zlicx Cloud, or self-hosted on Enterprise. Your team configures the workflow and connects the business systems it relies on.
How it works
What the agent does
01
Verifies the caller
Runs the verification steps you define before any account information is shared.
02
Handles routine enquiries
Balance and payment-date questions through a connected tool, plus product and process questions from approved content.
03
Records requests and claims
Captures claim notifications and service requests as structured records, ready for your team to process.
Setup
What you will need
zlicx provides the agent, phone numbers, knowledge base, tools, and call records. You bring the business information and decide how your team handles what the agent passes on.
Review the platform documentation- Verification rules approved by your compliance team.
- Approved scripts and disclosures for each type of call.
- A secure process for payments that keeps card details out of the call.
Why zlicx
Built for calls that matter
Your choice of voices and models
Pick the speech, language-model, and voice providers that suit your callers, with Hindi available today.
A record of each call
Recording, transcript, and structured summary in one call record, searchable in the console and sent to your systems by webhook.
Transparent usage pricing
Provider cost plus a small markup and ₹1 per connected minute. No subscription or minute bundles.
Self-hosting on Enterprise
Run zlicx on your own infrastructure when security or data-residency rules require it.
Before go-live
Test the tricky calls first
| Scenario | What should happen |
|---|---|
| Verification fails | No account details are shared and the caller is offered another route. |
| Caller asks for financial advice | The agent explains it cannot advise and records a request for a qualified adviser. |
| Caller disputes a charge | The dispute is recorded with the transcript for your team; nothing is promised on the call. |
Calls are billed by usage, with no subscription. See pricing.
FAQ
Common questions
Can it take card payments?
No card details should be collected by the agent. Send a secure payment link from your payment provider instead.
Are calls recorded for review?
Yes. Call records include the recording, transcript, and summary, kept according to the retention settings you choose.
Start with one measurable workflow.
Bring your call types, current process, systems, and escalation requirements, and we'll help you scope a practical pilot.