outbound
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workflows
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of_qualify_v1
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Super Admin
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← All workflows
Home loan qualification — v1
published
v3
17 nodes
en
Greet → ask interest → ask loan amount → branch (qualify / transfer) → confirm callback.
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Flow graph
Click a node to see its config. Lines show where each branch leads.
Layer 1
💬 speak
root
Greeting + disclosure
"Hi {{first_name}}, this is Maya from Acme Bank. This call is being recorded for quality. Do you have 30 seconds to discuss our home loan offer?"
next → n_consent
Layer 2
Y/N ask_yes_no
Get verbal consent
"Is now a good time?"
yes → n_ask_amount
no → n_offer_callback
Layer 3
1-9 ask_number
Ask loan amount
"Great. Roughly how much loan amount are you considering — say in lakhs, e.g. fifty for fifty lakh?"
gte_50 → n_qualify_high
lt_50 → n_qualify_low
timeout → n_repeat_amount
Y/N ask_yes_no
Offer callback
"No problem. Would a callback this evening work better?"
yes → n_schedule_callback
no → n_polite_end
Layer 4
💬 speak
Premium tier confirmation
"You qualify for our Tier-A premium home loan starting at 8.5% per annum. Shall I transfer you to a Relationship Manager to take it forward?"
next → n_offer_transfer
💬 speak
Standard tier confirmation
"You qualify for our standard home loan at 9.25% per annum. Shall I transfer you to our team to take it forward?"
next → n_offer_transfer
💬 speak
Didn't catch — repeat
"Sorry, I didn't catch that. Could you say the amount in lakhs?"
next → n_ask_amount
📅 schedule_callback
Schedule callback
next → n_end_polite
📝 log_disposition
Log: not interested
next → n_end_polite
Layer 5
Y/N ask_yes_no
Offer transfer to agent
"Shall I connect you now?"
yes → n_transfer
no → n_offer_email
💬 speak
Polite goodbye
"Thanks for your time. Have a great day!"
next → n_end
Layer 6
👤 transfer_to_agent
Transfer to RM
transferred → n_end_success
agent_unavailable → n_offer_callback_busy
Y/N ask_yes_no
Offer email instead
"Would you like me to email the offer details so you can review later?"
yes → n_send_email
no → n_polite_end
⊗ end
End call
Layer 7
📝 log_disposition
Log: success
next → n_end
💬 speak
RM busy — offer callback
"All our RMs are busy. Can someone call you back within an hour?"
next → n_schedule_callback
✉ send_email
Send offer email
next → n_end_polite
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