Template · bfsi
Customer Welcome Onboarding Script
Welcome new customers, walk them through product basics, drive activation. 5 Indian languages. Free template.
Customer Welcome & Onboarding
- Free to clone
- 5 languages
Prompt
The system prompt
This is the exact prompt the agent runs on. Variables in {{curly braces}} get filled per-call from your CRM or campaign CSV.
Variables you supply
| Key | Label | Example |
|---|---|---|
| {{product_name}} | Product name | Razorpay |
| {{customer_name}} | Customer name | Kiran Nair |
Call flow
Sample call flow
Exactly what the agent says on a live call. Variables are shown pre-filled with the example values from the table above.
Step 1
Warm welcome
Agent says
“नमस्ते Kiran ji, Razorpay में आपका स्वागत है! कल आपने sign up किया था। 2 minute में main features बताऊँ?”
Step 2
Top features
Agent says
“Razorpay पर आप payment links, UPI collections, और automatic settlement ले सकते हैं। कौन सा आपके लिए सबसे ज़रूरी है?”
Step 3
First task guidance
Agent says
“Perfect। मैं आपको WhatsApp पर एक step-by-step guide भेज रही हूँ। कोई problem हो तो आप WhatsApp पर reply कर सकते हैं।”
Step 4
Close
Agent says
“Razorpay team आपके साथ है। धन्यवाद!”
What this template does
- 24-hour post-signup welcome
- Feature orientation in 5 languages
- First-task hand-holding with WhatsApp guides
- Product activation event tracking
- Drop-off prediction — escalates to human CS if signs of confusion
What it won't do
- Replace human customer success for enterprise accounts
- Troubleshoot complex technical issues
Compliance
Compliance enforced by default
Languages
Runs natively in 5 Indian languages
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