AI agents for customer conversations

Agentic workflows that run your enterprise conversations end to end.

Rubic's AI agents reach each customer on phone, WhatsApp, email or your website, collect what's missing, book the meeting straight into your team's calendar and record every outcome in your CRM, all as one continuous conversation.

Your team talks only to customers who are ready to move forward.

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10M+calls handled
8+ yearsserving banks and NBFCs

Trusted by

Proven infrastructure

Trusted at enterprise scale

0M+

Calls processed

Across enterprise banking and fintech deployments

0+

Years

Serving enterprises

0

Agentic platforms

Live conversation and workflow platforms

<0ms

Response latency

Typical agent reply time

0K+

WhatsApp messages

Delivered in production

0 lakh/day

Call volume

Peak daily call volume

0+

Enterprise clients

Banks and NBFCs

22 Indian · 70 Global

Languages supported

22 Indian languages and 70 global languages in live deployments

Agent library

Listen to the agents those can work for you

Agents running in production. Press play to hear each agent that is set for specific objective

Priya

Lead generation agent

Production workflow

01
Hindi · English

Calls a new enquiry within sixty seconds of the form landing, confirms genuine interest, captures intent and books the next step before anyone has assigned it.

Listen for

How it handles “I was just browsing”

Priyanka

Customer support agent

Production workflow

02
Hindi · Marathi · English

Answers the questions that arrive in bursts — application status, documents needed, branch timings, charges — and raises a ticket with a reference number when it can't resolve.

Listen for

the mid-call language switch

Rahul

Marketing audit agent

Production workflow

03
Hindi · English

Calls the branch, walks the compliance checklist, and asks for photographic proof over WhatsApp. Evidence arrives geo-tagged and timestamped, filed against that branch.

Listen for

how it handles a non-compliant answer

Arjun

KYC engine

Production workflow

04
Hindi · English

Chases the one document that never arrived. Reads what does arrive, matches it against the application, and calls again only about what's still outstanding.

Listen for

it names the specific missing document

Ananya

Virtual relationship manager

Production workflow

05
Hindi · Marathi · English

Stays with the customer between human touchpoints — renewal reminders, portfolio updates, servicing requests — so the relationship doesn't go quiet between RM visits.

Listen for

it remembers the prior conversation

Success stories

Success Stories That Speak for Themselves

IIFL Finance

3,100 branches, 3,100 numbers, every lead in the CRM

3,100

virtual numbers deployed

100%

of leads captured in Zoho CRM

Read case study

ICICI Home Finance

63% of GMB calls were sales — not service

63%

sales calls

37%

service calls

Read case study

Sarvagram

Sarvagram — lead-to-pipeline conversion up five times in fifteen days

5x

lift

0.5%

to 2.5% conversion

Read case study

B.B. Banthia Finance

B.B. Banthia Finance — every loan on the maturity list reached in one working day

211

loans contacted

24

settled or renewed

Read case study

Global B2B research firm

Global B2B research firm — $250K+ pipeline from 110 hours of outbound

110

hours talk time

10

working days

Read case study

Digitap

Faster, more reliable access to vehicle registration data

Lower

latency under load

Stable

Vahan retrieval

Read case study
1
2

Connectivity Engine

Spam Check
DND Scrubbing
Optimized
1 / 6

Tool 1

Reach

Business phone numbers

Business numbers for every branch and team, with routing that sends each call to the right person without sharing personal mobiles.

2 / 6

Tool 2

Voice AI

AI voice agents

Agents that call and answer customers in Hindi, English and regional languages, remember past conversations, and hand off to humans when needed.

3 / 6

Tool 3

Customer-centric

Every channel, one conversation

Your customer can call, WhatsApp, email or chat on your website. Our agents remember the whole conversation, so no one has to repeat themselves.

94%

Pass

23 Parameters

12,340

Passed

740

Flagged

4 / 6

Tool 4

Efficiency

Call quality checks

Every call is checked on 23 points so you catch what is breaking before it hits your numbers — and know which calls need a second look.

Voice A/BTimingPrompt
5 / 6

Tool 5

Insight

Clear reports

See what is converting, what is dropping off, and what to fix next — without digging through dashboards or guessing what worked.

Live insights

Conversion lift+18%
Drop-off riskMedium
Top objectionPricing
6 / 6

Tool 6

Connected

CRM, always up to date

Every outcome writes back to your CRM so ownership, status and next steps stay current for the teams that already work there.

Security posture

Security is not a feature. It's the foundation every enterprise conversation runs on.

Rubic operates inside banking, financial services and enterprise environments, which means the security review comes before the sales conversation. Everything below is answerable on day one.

Data governance

  • Sensitive customer data is processed only for agreed operational purposes
  • PII is stored only with explicit client permission
  • Clients retain ownership and control of their data at all times

Security measures

  • Encryption in transit and at rest
  • Role-based access controls with full audit logging
  • Client-defined data retention and purge policies
  • Recording disclosure on every call; TRAI-aligned calling windows
  • Per-account attempt trail, exportable on demand
  • Sub-processors named in the DPA, including Voxket.ai for model inference

Certifications & standards

  • ISO

    27001:2022

    ISO 27001:2022
  • ISO

    9001:2015

    ISO 9001:2015
  • AICPA

    SOC2

    Type II

    SOC 2 Type II
  • TRAI

    TRAI Compliant
  • INDIA
    DATA

    India Data Residency

Certificates and audit reports available on request under NDA.

Security details

Platform integrations

Rubic sits at the centre of your stack, not on top of it.

Syncing CRM, CDP, dialers and data — a thin adapter layer that goes live without changing anything you already run. Most deployments need no migration and no re-architecture.

CRM and sales
  • LLeadSquared
  • ZZoho
  • MMicrosoft Dynamics
  • SSalesforce
CDP and engagement
  • NNetcore
  • CCleverTap
AI and models
  • VVoxket.ai — speech and language inference
Lending and core
  • LLOS and core banking systems via API
Everything else
Lead & Workflow APIs
  • 1161 apps
  • WWebhooks
  • JJSON APIs
Rubic Solution

Clarity first

Frequently Asked Questions