Case Studies

Real deployments. In production today.

These are live Nexshift customers running AI voice and WhatsApp workflows every day — EMI collections for NBFCs, lead qualification for financial advisors, enrolment follow-ups for education, and more. Flows are pulled from production; customer names and specific numbers are anonymised where our clients prefer.

Banking & Financial Services

Automating loan collections on WhatsApp

Challenge — Recovery teams spent most of the day dialling numbers that never connected — across the industry, 70–90% of outbound collection calls go unanswered — while routine "what do I owe, when is it due, how do I pay" questions absorbed trained recovery agents.

With Nexshift.ai — An AI WhatsApp collection chatbot on an official Meta-verified number now handles routine borrower conversations end to end — RBI fair-practice aligned, fully auditable, and scaling without added headcount.

WhatsAppVoice

Jewellery & Gold Shops

Every customer call answered instantly — in the customer's own language

Challenge — The overwhelming majority of inbound calls were the same handful of questions, repeated hundreds of times a day — today's gold rate, the nearest showroom, how the savings scheme works — pulling staff away from customers at the counter, and going unanswered during festival peaks and after hours.

With Nexshift.ai — An always-on, multilingual AI voice receptionist now answers every inbound call instantly in the caller's own language, resolving routine gold-rate, showroom and scheme enquiries end to end — and escalating only when a human is genuinely needed.

VoiceWhatsApp

Education & EdTech

From webinar sign-up to paid enrollment, without a counselling team buried under follow-ups

Challenge — Thousands of weekly sign-ups to free masterclasses, maybe 20% actually attending, and a counselling team calling the rest on Monday morning when the interest had already cooled. The ones who did attend got a human follow-up anywhere from 24 to 72 hours later — by which point competing coaching platforms had already called them.

With Nexshift.ai — An AI voice employee calls every sign-up within 60 seconds of registration in their language, confirms attendance intent, sends the Zoom link on WhatsApp, calls again 20 minutes before the live class, and handles the post-webinar enrollment conversation for the ones who want to buy. The counselling team now spends their day on the shortlist of warm leads that specifically asked to speak to a human.

VoiceWhatsApp

Financial Services — Advisor Renewals

Insurance and SIP renewals that used to lapse quietly now get called before the deadline

Challenge — A book of over 10,000 clients with renewal dates distributed across the year. The two founders and their small team could realistically call maybe 10-15% of upcoming renewals personally. The rest got a reminder email that nobody read, and lapsed quietly — a measurable drag on AUM and premium retention that nobody had time to fix.

With Nexshift.ai — An AI voice employee now reads the renewal pipeline weekly, calls every client 7-14 days before their renewal in Hindi or the client's preferred language, handles the routine ones end-to-end with a payment link on WhatsApp, and books the advisor's calendar only for conversations that need judgement — comparisons, objections, large-ticket decisions. The advisors spend their time on the clients where they genuinely add value.

VoiceWhatsApp

Coaches & Course Creators

TagMango sign-up at 11pm. AI called, qualified and booked a Zoom by 11:01pm.

Challenge — A high-ticket coaching business running paid ads to TagMango free classes, generating 50-80 leads a week. The coach herself was the primary sales person. Her first-call time averaged 36 hours. By the time she called, a measurable share of leads had already bought from faster-moving competitors or gone cold on the specific moment of intent that got them to sign up.

With Nexshift.ai — An AI voice employee now fires on every TagMango webhook, calls the lead within 60 seconds in the language they prefer, qualifies against the coach's own criteria (budget, timeline, stage of business), books a Zoom slot on the coach's real calendar during the call, and writes the full transcript + outcome back to NexCRM. The coach walks into every Zoom knowing exactly what the client wants.

VoiceWhatsApp