Workspace
Settings
The limits a human sets once. Everything the agents do — for consumers and for DSA partners — stays inside them.
Brand & product
- Brand sourcefinqy.ai — re-crawled weekly
- Products distributedCredit cards, personal loans, business loans, auto loans, home loans, insurance
- Featured consumer productQ — AI Personal Finance Manager (credit score, EMI reduction, loan/card eligibility)
- Other product linesTest My Card, Car Par Loan (up to 200% of car value), Test My Policy
- Approved claim setv14 · signed off by marketing, published numbers only
- ToneDirect, numbers-first, no hype, anti-pushy-sales
Media guardrails
- Monthly cap₹1.8 Cr
- Max share to one platform40%
- Minimum learning budget per ad set₹4,000 / day
- Pause ruleCost per qualified application above ₹1,800 for 6 hours
- Blocked claimsGuaranteed approval, invented interest rate, named lending partner, 'instant loan'
- Required overlay'Indicative, subject to lender approval' on every rate or EMI visual
Calling policy
- Calling window9:30 am – 8:30 pm, lead's local time
- Retry cadence3 attempts across 5 days, then SMS
- Primary languageLocal-language-first in tier-2/3 pincodes, English-first in metros, switching either way if the lead does
- Bureau-check disclosureSoft-pull wording spoken before every consent capture
- EscalationLegal, dispute, and payout-dispute questions → human
- DNC handlingImmediate flag, zero further attempts on any channel
Connections
- Voice agentDeployOne · connected
- WhatsApp BusinessConnected · 9 approved templates (consumer + partner)
- Ad accountsMeta, TikTok, Google, X · connected
- CRMDeployOne CRM AI-native
DSA partner-payout settings
- Bank Guarantee coverageUp to 150% of a partner's earned commission receivables
- Payout triggerLinked to loan/card disbursal or policy issuance, not to lead submission
- Payout cycleWeekly settlement, T+7 from confirmed disbursal
- KYC requirementPAN, Aadhaar and bank mandate verified before first lead can be added
- Partner activation definitionFirst payout processed after first lead disbursed