Lending & subscriptions

AI calling agent for SaaS and subscription businesses

Call every trial user before it ends, remind customers before renewal and invoice dates, and recover failed payments without growing your team.

B2B SaaS for Indian SMEsAccounting, billing and GST softwareSubscription apps and membershipsEdTech and content subscriptions
Trial-to-paid call in BengaluruSaaS and subscription businesses · AI voice agentEnglish
AI: Hi Neha, this is the billing assistant from your accounting software. Your 14-day trial ends on Friday, and I wanted to check how setup went.
Customer: It's been good, but I'm not sure which plan fits a team of eight.
AI: For eight users, the Growth plan at ₹2,999 a month plus GST covers it. Would you like the upgrade link?
Customer: Yes, and can someone show my accountant the GST reports?
AI: Sure. I'll send the upgrade link on WhatsApp right after the call and request a demo slot with our onboarding team.
Upgrade link sent on WhatsApp after the call · demo request logged for onboarding

What is an AI calling agent for SaaS and subscription businesses?

An AI calling agent for SaaS and subscription businesses calls trial users before the trial ends, reminds customers of renewal and invoice due dates, follows up on failed card or UPI AutoPay payments and checks onboarding progress. It books demos for your sales team, speaks 12 Indian languages and sends upgrade or payment links after the call.

Updated

What slows SaaS down on the phone?

Trials end without a conversationMost trial users never reply to emails. They let the trial lapse without anyone asking what stopped them.
Renewals and invoices slipAnnual renewals and monthly invoices go overdue because SMB owners miss emails, and finance teams chase by hand.
Failed AutoPay goes unnoticedCard and UPI AutoPay mandates fail quietly, and the account churns before the customer even knows.

What can an AI calling agent do for SaaS and subscription businesses?

Outbound
Trial-to-paid conversion callsCalls users a few days before the trial ends, asks how setup went, suggests a plan and sends the upgrade link after the call.→ More paid conversions
Outbound
Renewal due remindersCalls 30, 7 and 1 day before the annual or monthly renewal date and records whether the customer will renew.→ Fewer surprise churns
Outbound
Invoice due and overdue remindersReminds accounts teams of the invoice number, amount and due date, and resends the invoice on WhatsApp or email after the call.→ Faster collections
Outbound
Failed payment and AutoPay recoveryTells the customer a payment failed and sends a fresh payment link after the call.→ Accounts kept active
Outbound
Onboarding check-ins and demo bookingChecks if new customers finished setup and books a demo request with your onboarding team when they are stuck.→ Faster activation
Inbound
Support and sales lineAnswers pricing and plan questions from your FAQ, and transfers technical issues to support.→ Fewer missed sales calls
Payment reminders

Renewal and invoice reminders for SaaS

The agent calls before trial end, renewal and invoice due dates, and again after a failed AutoPay or card payment. Upgrade, invoice or payment links go on WhatsApp or SMS right after the call, and renewal intent shows on the dashboard.

  1. Before the due dateHeads-up call with the amount and date.
  2. On the due dateShort reminder, link sent after the call.
  3. After the due datePolite follow-up and a promised pay date.

How does it work?

  1. Your app fires an eventTrial ending, renewal due, invoice overdue or payment failed is sent to the API.
  2. The agent calls the account ownerIt explains the situation and asks what the customer wants to do.
  3. Results return by webhookIntent, plan choice, objections and recording link land in your CRM or billing tool.
  4. Links follow on WhatsApp or SMSUpgrade, invoice or payment links go out right after the call.

Does it work with our software?

Your product, billing system or CRM can call the REST API on events like trial ending or payment failed, for example through any system that can send an API request. Webhooks return the outcome, answers and recording links so customer success sees every call.

See the API and webhooks

Questions from SaaS and subscription businesses

Will a voice call annoy trial users?

A short, helpful call a few days before the trial ends usually lands better than another email. You approve the script, and anyone who asks not to be called again is marked on the dashboard.

Can it handle objections like price or missing features?

It records the objection word for word and can answer from your FAQ. For discounts, custom plans or feature questions, it transfers the user to sales or logs a callback.

Which languages can it use with SMB customers?

You set the agent up in your customer's language, choosing from 12 Indian languages: Hindi, English, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati, Punjabi, Bengali, Odia and Assamese, plus Hinglish. You pick the language per campaign or agent. Many SaaS firms use English for metros and Hindi or Marathi for smaller towns.

Can it recover failed UPI AutoPay or card payments?

Yes. When your billing system reports a failed payment, the agent calls the customer, explains the failure and sends a fresh payment link by WhatsApp or SMS right after the call.

Can I trigger calls from my product events?

Yes. Any system that can send an API request can start a call with customer details and context. Webhooks send back status, outcome, answers, recording and transcript links.

How is it priced?

One all-inclusive per-minute rate covers AI, voice, telephony and numbers, quoted on your monthly volume, with GST extra. A free trial is available so you can test it on your own trial users.

Hear the SaaS agent on your phone

Pick a use case and language, and our AI calls you. Or call our AI now on +91 79714 42373.