Workflow library
10 seeded workflows · click Hear opening on any card to listen to the real voice.Pro Renewal · 7-day expiry
seeded just now · persistent · weekdays 10:00 IST
Draft
Persistent
CTA · renewed
Skylar · en-F US
Call Pro users whose subscription expires in 7 days. Auto-approve 1mo extension under cap. If churning, capture reason → Slack.
▶ Opening pitch
Voice: Skylar
"Hi Manish, this is Skylar from Tradetron. Your Pro plan expires next week, so I just wanted to check in — are you still finding it useful, or has anything got in the way?"
Audience~120
Est. ROI16×
StatusReady
DLTapproved
Win-back · Pro dormant >30d
seeded just now · persistent · Tue/Thu 11:00 IST
Draft
Persistent
CTA · intent_to_return
Skylar · en-F US
Re-engage Pro users dormant 30+ days. Concession-on-Slack-approval; WhatsApp follow-up cascade; DNC on hostile.
▶ Opening pitch
Voice: Skylar
"Hey Manish, this is Skylar from Tradetron. We noticed you haven't logged in for a while — anything you got stuck on, or did life just get busy?"
Audience~240
Est. ROI11.2×
StatusReady
DLTapproved
Onboarding · Day-3 stuck
seeded just now · persistent · daily 12:00 IST
Draft
Persistent
CTA · strategy_deployed
Jacqueline · en-F empathic
Reach new sign-ups stuck at day-3 with zero strategies deployed. Reassuring tone; walk through simplest deploy.
▶ Opening pitch
Voice: Jacqueline
"Hi Manish, this is Jacqueline from Tradetron — welcome! I noticed you signed up a few days ago but haven't deployed your first strategy yet. Anything I can help with?"
Audience~80 / day
Est. lift+22% activation
StatusReady
DLTapproved
Broker re-auth · Zerodha 24h fail
seeded just now · persistent · weekday 9am + 3pm IST
Draft
Persistent
CTA · broker_reauthed
Daniel · en-M crisp
Walk users through Zerodha re-auth live. Technical, no fluff. Escalate to support if non-auth issue.
▶ Opening pitch
Voice: Daniel
"Hi Manish, this is Daniel calling from Tradetron. Your Zerodha connection has been in an error state for the last day, which means your live strategies aren't running. Got two minutes to fix it now?"
Audience~40 / day
Support saved~22h / wk
StatusReady
DLTapproved
Margin shortage rescue
seeded just now · realtime · every 30 min during market hours
Draft
Real-time
CTA · margin_topped_up
Blake · en-M energetic
Real-time rescue when Yotta flags a margin shortfall. Urgent but not panicky. 60-sec UPI top-up walkthrough.
▶ Opening pitch
Voice: Blake
"Hi Manish, this is Blake from Tradetron — quick heads up, your strategy is about to skip an order because of a margin shortfall in your Zerodha account. Want me to walk you through topping up right now? It takes 60 seconds."
Audiencerealtime
Avg ROI2-50× / call
StatusReady
DLTtxn (auto)
NPS · Quarterly active Pro
seeded just now · one-shot per quarter
Draft
One-shot
Info · nps_captured
Katie · en-F clear
Capture 0-10 NPS + reason. Score 9-10 → ask if open to publishing strategy. Score 0-6 → DM Umesh instantly with transcript.
▶ Opening pitch
Voice: Katie
"Hi Manish, this is Katie from Tradetron, quick check-in. On a scale of 0 to 10, how likely would you be to recommend Tradetron to a friend?"
Audience~1,800
Goalsignal
StatusReady
DLTNPS-survey
High-NPS promoter activation
seeded just now · persistent · weekly Wed 11:00 IST
Draft
Persistent
CTA · referral_or_publish
Gemma · en-F British
Turn 9-10 NPS scorers into marketplace authors or referrers. Frame as opportunity, never push twice.
▶ Opening pitch
Voice: Gemma
"Hi Manish, this is Gemma from Tradetron. You gave us a 10 in the last NPS round — thank you! I wanted to ask: would you be open to either publishing a strategy on the marketplace, or referring a friend? Either earns you Pro credit."
Audience~120
Avg ROIindirect
StatusReady
DLTapproved
Strategy under-performance check-in
seeded just now · persistent · weekday 17:00 IST
Draft
Persistent
CTA · retention_signal
Jacqueline · en-F empathic
Reach users after 3 consecutive losing sessions. Be human about it. Optional patch-to-creator for technical questions.
▶ Opening pitch
Voice: Jacqueline
"Hi Manish, this is Jacqueline from Tradetron. I'm calling because your Bank Nifty Short Straddle strategy has had 3 down days in a row, and I just wanted to make sure everything's OK and answer any questions before you make changes."
Audience~50 / day
Churn preventedest. 18%
StatusReady
DLTapproved
Failed payment auto-retry
seeded just now · persistent · daily 10am + 3pm IST
Draft
Persistent
CTA · payment_recovered
Daniel · en-M crisp
Recover failed auto-renewals before suspension. Transactional, no apologies. WA-link the fresh payment URL.
▶ Opening pitch
Voice: Daniel
"Hi Manish, this is Daniel from Tradetron. Your Pro plan auto-renewal payment didn't go through yesterday. I just wanted to send you a fresh payment link so your account doesn't suspend tomorrow. Want me to text it to you now?"
Audience~30 / day
Recovery rateest. 65%
StatusReady
DLTtxn (auto)
Refund prevention
seeded just now · persistent · every 15 min business hours
Draft
Persistent
CTA · refund_withdrawn
Gemma · en-F British
Last-chance retention. Call within minutes of refund-link click. Fix it or process the refund without friction.
▶ Opening pitch
Voice: Gemma
"Hi Manish, this is Gemma from Tradetron. I noticed you clicked the refund link but haven't submitted yet — before you do, can I ask what didn't work for you? Just two minutes. If we can fix it, great. If not, I'll process the refund myself."
Audience~10 / day
Save rateest. 35%
StatusReady
DLTtxn (auto)
Voice cast key · Skylar (en-F US, warm) · Jacqueline (en-F empathic) · Katie (en-F clear) · Gemma (en-F British decisive) · Daniel (en-M crisp) · Blake (en-M energetic) · Bulbul (hi-F regional) ships day 2 via Sarvam. Each workflow can override the Settings-default voice — pick the persona that fits the call's tone.