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Lead qualification · India

How an AI agent qualifies leads in India: three real conversations

An AI agent qualifies a lead by asking the questions you put in its prompt, in the language the person speaks, and recording what it learns. These three examples show it on an inbound call in Hinglish, an outbound follow-up call to someone who asked for one, and a WhatsApp chat that ends without a sale. All three use the India deployment: Indian numbers, rupees and the 22 scheduled languages.

Example 1 · Inbound call

Can the agent qualify a rooftop solar enquiry in Hinglish?

Yes. The caller mixes Hindi and English, and the agent does too. It checks who owns the roof, how much shade there is, the monthly bill and the electricity company, then books the engineer's site visit.

  • Name: Sanjay Deshmukh
  • Need: Rooftop solar, own bungalow, open roof
  • Location: Kothrud, Pune
  • Monthly bill: ₹4,000 to ₹6,000 (MSEDCL)
  • Timing: Wants to start this month
  • Next step: Engineer site visit, Saturday 10:00
Rooftop solar installer · Kothrud, Pune Inbound call
AgentNamaste, Suryakiran Solar mein aapka swagat hai. Main ek virtual assistant hoon. Bataiye, kaise madad karun?
CallerGhar ki chhat pe solar lagwana hai. Bijli ka bill bahut aa raha hai.
AgentSamajh gaya. Ghar aapka apna hai? Chhat khuli hai ya koi tower ya bada ped saaya karta hai? Aur mahine ka bill roughly kitna aata hai?
CallerApna bungalow hai, Kothrud mein. Chhat khuli hai, koi saaya nahi. Garmi mein ₹6,000 tak, baaki mahine ₹4,000 ke aas-paas. MSEDCL ka connection hai.
AgentTheek hai. Kab tak lagwana chahenge? Hamare engineer site dekhkar sahi size batate hain. Kal 11 baje ya Shanivar subah 10 baje aa sakte hain.
CallerShanivar 10 baje. Subsidy milegi na?
AgentSubsidy ki eligibility engineer site par check karke batayenge, main abhi koi vaada nahi kar sakta. Shanivar subah 10 baje Kothrud ke address par site visit book ho gaya hai.
Qualified · hot · site visit booked Sat 10:00
Residential developer · Whitefield, Bengaluru Outbound follow-up call
AgentHello, this is an automated assistant calling for Lakeview Homes, Whitefield. Am I speaking with Ms Rao? You asked on our website this morning for a call about the 2 BHK. Is now a good time? If you would rather not get this call, just say so and I will stop.
LeadYes, go ahead, but quickly.
AgentThank you. Is the flat for you to live in or as an investment, and what budget are you looking at?
LeadTo live in. Around ₹1.2 crore, maybe a little more.
AgentDo you have a home loan pre-approval yet? And is possession in 2028 acceptable, or do you need a ready-to-move flat?
LeadNo loan yet. 2028 is fine. But my husband decides this with me. Can you call next week, Wednesday evening, when we are both home?
AgentOf course. I have set a callback for Wednesday at 6:30 pm. Our advisor will explain the RERA registration and the loan options, and I have noted that you will both be on the call. Thank you, Ms Rao.
Qualified · warm · callback booked Wed 18:30 with both decision-makers

Example 2 · Outbound follow-up call

Can the agent call back a web-form lead and find out who actually decides?

Yes. The agent says who is calling and why, offers to stop, then asks about purpose, budget, loan and timing. When it learns that the husband co-decides, it books a callback for when both can be on the line instead of pushing a site visit.

  • Name: Meera Rao
  • Interest: 2 BHK to live in
  • Budget: About ₹1.2 crore
  • Finance: No loan pre-approval yet
  • Possession: 2028 acceptable
  • Decision-makers: Ms Rao and her husband

Example 3 · WhatsApp

What does the agent do when a parent is only asking about fees?

It answers from the institute's own fee sheet, finds out the child's class and timeline, and does not push. Because a message months from now needs an approved template, it asks the parent's permission before setting a reminder.

  • Child's class: Class 9, CBSE
  • City: Jaipur
  • Interest: Foundation batch fees
  • Timeline: Kota from class 11, June 2028
  • Follow-up: WhatsApp reminder, April 2027 (opted in)
NEET foundation coaching · Kota, Rajasthan WhatsApp
CustomerHello, class 9 ke bete ke liye NEET foundation batch ki fees kitni hai?
AgentNamaste! Foundation batch class 8 se 10 ke liye hai. Fees ₹78,000 per saal hai, study material ke saath. Bachcha kis shehar aur kis board mein padh raha hai?
CustomerJaipur, CBSE. Abhi sirf fees jaanni thi. Class 11 mein Kota bhejna hai, do saal baad.
AgentSamajh gaya. Class 11 ka batch June 2028 mein shuru hoga. Uske pehle class 10 ka foundation course June 2027 se hai. Kya main April 2027 mein aapko ek yaad dilane wala message bhej doon? Nahi chahiye to bas STOP likh dijiye.
CustomerHaan, April mein yaad dila dena. Abhi koi demo nahi chahiye.
AgentTheek hai, noted. April 2027 mein message aayega, aur abhi koi follow-up call nahi hogi. Dhanyavaad!
Not ready · cold · reminder set for April 2027, parent agreed

Questions to ask

What should the agent ask a lead in India?

You write these into the agent's prompt, in your own words and in your customers' language.

QuestionWhy it matters here
Which language are you most comfortable in?Leads answer more openly in their own language. The agent can open in Hindi or English and switch to Marathi, Tamil, Telugu, Bengali or any of the 22 scheduled languages when the person does, so a tier-2 city lead is not lost to an English-only script.
Who else decides, and will they be on the call?Big purchases in India are often family decisions: a spouse, parents or a business partner. Learning this early tells you whether to book a visit now or a callback when everyone can be present.
Is the money ready, or does it depend on a loan?For flats, vehicles and education, a bank sanction often decides the timeline. Ask whether the loan is pre-approved, applied for or not started, and what monthly instalment the person is comfortable with.
Do you have a date in mind, such as a festival, a result or an admission cycle?Purchases cluster around Diwali, Dhanteras, Akshaya Tritiya, board results and admission windows. A date tells you whether the lead is hot this week or a reminder for next season.
Which area or pincode, and do you own the property?Service areas, discom rules, RERA projects and delivery routes are all local. Owning versus renting decides whether solar, interiors or a loan is even possible.
Is this number right for calls and WhatsApp, and at what time?It confirms the number, records the person's permission for the channel and tells you the hours that suit them, which you then keep inside your own campaign hours.

Reading the outcome

Hot, warm or cold: what happens next.

The bands are the ones you describe in the prompt, then read off each call's outcome and transcript.

BandWhat it meansWhat you do next
HotNeeds it soon, has the budget or loan, can name the decision-maker and accepted a visit or slot. Bands are what you write into the agent's prompt and read off the outcome; ThinnestAI has no built-in lead score.A person calls or visits within your own service standard. Keep the booked slot and the captured fields in front of them.
WarmInterested, but waiting on a family decision, a loan or a date. The agent set a callback or a visit for later.Let the scheduled callback happen on time, with the right people present. Send one useful message, not a stream.
ColdOnly asking about price, too early, or asked not to be contacted.Do not chase. Honour a request to stop by adding the number to your do-not-contact list, and keep a permitted reminder only if the person agreed to it.

The rules

What the rules say about following up a lead in India.

Consent, do-not-call lists, calling hours and recording are set by local law, and you are responsible for them.

Calling hours, the DND register and 140-series numbers

India's Telecom Commercial Communications Customer Preference Regulations, 2018 (TCCCPR), made by TRAI, limit promotional calls and SMS to 09:00 to 21:00 IST; TRAI's own summary of the 2018 rules and carrier guidance both say so (read 25 October 2026). Recipients can block promotional calls through the DND register (NCPR), and TRAI says promotional calls must come from registered 140-series numbers (TRAI press release, July 2026, read 25 October 2026). The regulations were amended in December 2018 and on 12 February 2025. Whether a call a customer asked for counts as promotional depends on its content, so ask your adviser before you rely on an enquiry as permission. Read the official text; not legal advice.

What is yours, and what the platform does

Registering as a telemarketer or principal entity, and choosing the right number series, is your responsibility. The platform does not scrub numbers against DND or NCPR. It gives you calling hours you set for each campaign (set them to 09:00 to 21:00), a do-not-contact list you keep, a transcript and an outcome for every call, and recording as a per-agent switch that is off by default. Write who is calling, and that it is an automated assistant, into the greeting.

WhatsApp permission and personal data

Meta's WhatsApp Business Messaging Policy (read 25 October 2026) lets you message people only if you have received opt-in permission from them, and says you decide the method of opt-in. You must also honour stop requests. India's Digital Personal Data Protection Rules were notified on 13 November 2025; law-firm summaries put the notice-and-consent duties in a final phase about 18 months later, around May 2027 (read 25 October 2026; confirm against the Gazette). We did not verify whether any TRAI rule applies to WhatsApp messages, so ask your adviser. Not legal advice.

Read on 25 October 2026. Read the official text; this is not legal advice.

Local notes

What is different in India.

  • Voice: Hindi, English and Hinglish code-switching work on one call, and all 22 scheduled Indian languages are available. For English, the voice library includes an Indian accent. WhatsApp and web chat replies also cover all 22.
  • Channel: WhatsApp is the normal way small businesses and customers message each other in India, so a lead often starts there from an ad or a QR code. We found no reliable national figure to quote.
  • Timing: many buyers are at work in the day, so offering an evening callback inside 21:00 often converts a refusal into a booked slot. Festival weeks and wedding season change when people answer, so set campaign days and holidays with that in mind.
  • Numbers and billing: you can buy an Indian number from us or import your own from Plivo, Vobiz, Twilio or Telnyx. Billing is in rupees with GST invoices; the pricing page has the plans.

Questions

Common questions.

Can an AI agent qualify leads in Hindi, Marathi or Tamil?

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Yes. Voice agents speak Hindi and English with Hinglish code-switching, plus all 22 scheduled Indian languages, and chat and WhatsApp replies cover them too. Choose the voice from the searchable library and write your questions in the prompt.

Does the agent score leads automatically?

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No. There is no built-in scoring engine. You define hot, warm and cold in the agent's prompt, and the agent records its answers and an outcome that you read afterwards.

Can I call someone who filled in my web form?

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That depends on the form's wording, TRAI's rules on promotional versus service calls, and the DND register. Keep the form text and timestamp, set calling hours inside 09:00 to 21:00, and take advice. The platform does not check consent or the DND register for you.

Does it connect to my CRM?

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There are no named-CRM integrations. The agent can capture a lead, schedule a callback, hand over to a person, book through Cal.com, and send signed webhooks and use the REST API so your own systems receive the details.

Where is the lead data stored?

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Transcripts and outcomes are visible in your dashboard, and recording is off unless you switch it on for an agent.

Try it on your own leads in India.

Create an agent, put your qualifying questions in its prompt, and ring it from your browser before you connect a number.