Finance and Insurance run as completely separate products — each with its own agent, prompt, knowledge base, campaigns, analytics, and call history. Outbound calls automatically use the agent of the dashboard you open.
Loans, credit cards, FDs, UPI, KYC, and banking products. Agent Karthik handles finance only — never insurance.
Open Finance dashboard →Health, life, motor policies, claims, renewals, and premiums. Agent Karthik handles insurance only — never finance.
Open Insurance dashboard →Data isolation: every call is tagged with dashboard ID, industry, agent ID, and campaign ID. Switching modules never mixes leads, analytics, or knowledge bases.