Voice AI for Lead Qualification and Enquiry Handling for Multify

Two colleagues review charts and documents on a table during a meeting with coffee nearby.

Increase in Hiring Quality

Time saved by recruiters

About the Client

Multyfi

Multyfi is a SEBI registered stock market advisory platform built for retail traders across India. It hands out trade recommendations across Equity, Futures & Options, and Commodities, all backed by quant driven research rather than a hunch or a hot tip.

Over a lakh traders already lean on Multyfi's calls, and the platform backs that up with live webinars, recorded sessions, and open Q&A, so subscribers aren't just handed a signal and left to work out what to do with it.

Every one of those relationships starts with a phone call. Someone hears about Multyfi, rings in with questions about plans, segments, or pricing, and that first conversation decides whether they sign up or hang up. Getting it right, every single time, is the problem Multyfi's growth team set out to solve.

SEBI Registered Equity, F&O & Commodities 1 Lakh+ Traders Webinars & Live Q&A

The Opportunity

Preparing for 1,000 Calls a Day

Multyfi's enquiry line was already busy. Around 500 calls a day, each one running 2 to 3 minutes, covering everything from "what does the Equity plan include" to "can I try F&O first." That's a solid number for a growing advisory brand, and it's about to get bigger.

Roughly 500 inbound calls a day today, most of them plan enquiries and lead qualification.
Average call length holding at 2 to 3 minutes, a tight window to qualify interest and route it correctly.
Growth plans that put the platform close to 1,000 calls a day inside the next 2 months.
Little room for a call to go unanswered, or a qualified lead to sit in a queue while volume doubles.

0 calls/day today

0 calls/day in ~2 months

Today Target

Call volume is set to roughly double within 2 months. Multyfi wants that growth built into its calling capacity now, not chased with hiring after the fact.

Rootle's Consultative Approach

Our Approach to Multyfi's Enquiry Calls

Rootle works with more than one SEBI registered platform, and the pattern holds every time: enquiry growth almost always outpaces the hiring plan built to handle it. So instead of asking how many agents to add, we asked what actually happens on a Multyfi enquiry call, second by second, and built outward from there.

Built for 1,000, from day one

We didn't size Rootle for Multyfi's current 500 calls a day. We sized it for the 1,000 a day landing in roughly 8 weeks, so there's no re-engineering needed the moment volume climbs.

Qualification before handoff

Every enquiry gets sorted while it's still on the call: trading experience, segment interest, budget signal. Multyfi's sales team only ever picks up calls that are actually worth their time.

Advisory language, handled carefully

A SEBI registered advisory can't let a voice bot cross into giving trade advice. Every response is scripted to stay firmly in plan and process territory, with a clean handoff the second a question needs a licensed advisor.

The 2 to 3 minute window, protected

Multyfi's calls already run lean. Rootle is built to match that pace instead of stretching it, so a faster call never has to mean a worse one.

The Rootle Solution

What Rootle Handles on Every Multyfi Enquiry Call

Plan & Pricing Enquiries

Walks callers through Equity, F&O, and Commodity plans, and answers the pricing question that comes up on almost every call.

Lead Qualification

Reads trading experience and intent through natural conversation, then tags the lead hot, warm, or informational before it reaches a human.

Webinar & Session Sign-Ups

Registers callers for upcoming live sessions and sends a reminder before the room fills, no manual follow-up required.

Sales Handoff

Routes qualified leads straight to a Multyfi sales agent, with the context from the call attached. Nobody has to repeat themselves.

Conversation Flow

How the plan inquiry looks like

Here's what a routine "tell me about your plans" call looks like end to end, from the first ring to a warm handoff. Not a recording, just an illustration of how the flow is designed to run.

10:14 AM · Call Rings In

Call Answered Immediately

Picked up within 2 rings, no hold music, no "press 1 for plans."

"Thanks for calling Multyfi. Are you looking to know more about our Equity, F&O, or Commodity plans today?"

10:15 AM · Intent Captured

Trading Segment Identified

Caller mentions they trade equity today and are curious about F&O. Rootle picks up both signals without a scripted questionnaire.

10:16 AM · Plan Match

Plan Details Shared

"Our Equity plan covers daily stock calls, and the Combo plan adds F&O recommendations plus our free stock baskets. Which sounds closer to what you need?"

10:17 AM · Lead Scored

Lead Scored and Logged

Plan interest plus a pricing question is enough signal to flag this as a hot lead, no manual tagging required.

10:17 AM · Handoff Scheduled

Handed to Sales

"I'll have one of our advisors call you within the hour with pricing and a plan that fits your trading style. Does that work?"

Segment: Equity + F&O Lead: Hot Routed to Sales

The Impact

What Rootle Is Built to Deliver

Service commitments Rootle is engineered around for Multyfi, not results measured after the fact.

100% Call answer rate. Every enquiry gets picked up, even at 1,000 calls a day.

1,000+ Calls a day capacity, matched to Multyfi's 2 month target.

2-3 min Average handle time held steady, even as call volume doubles.

24/7 Enquiry coverage. The line stays open outside business hours too.

Rootle's Delivery Approach

Getting Live in Under Weeks

Multyfi's 2 month runway to 1,000 calls a day only works if Rootle is live well before volume peaks. Here's the path we run to get there without disrupting a single day of enquiry handling.

01 Week 1

Discovery

Mapping Multyfi's plan structure, pricing tiers, and the exact enquiry patterns that come in today, so nothing gets missed once the flow goes live.

02 Weeks 2-4

Build & Integration

Scripting the qualification flow, calibrating advisory-safe language for a SEBI registered platform, and connecting Rootle into Multyfi's CRM.

03 Weeks 4-6

Go Live

Full rollout with real-time monitoring, a live dashboard for the sales team, and Rootle on standby for the first batch of calls.

Ongoing

Optimisation

Script refinement based on real call patterns, as volume climbs toward 1,000 a day and beyond.

Why Rootle

Relevant Wherever a Regulated Advisory Is Scaling Fast

Multyfi isn't the only SEBI registered platform watching enquiry volume outrun its floor plan for agents. It's a familiar spot for any regulated advisory business growing this quickly.

Compliance-Aware by Default

Every script stays inside what a SEBI registered platform can actually say on a call, with a clean handoff the moment a question needs a licensed advisor.