Outreach Campaigns
WhatsApp InteractiveAutomated WhatsApp outreach for PL Capital. Incoming replies route to AI agents for conversational qualification.
Total Dispatched
42,370
Across 6 campaigns
Delivery Success
98.7%
Verified API delivery
Response / Reply Rate
28.7%
Two-way conversations
Qualified Inbound Leads
1,432
Handed off to RMs
| Campaign & Target Audience | Outreach Agent | Status | Delivery & Replies | Leads | Action |
|---|---|---|---|---|---|
PL Multi-Asset PMS Q4 Drive PL Wealth HNI (AUM > ₹50L)· 5,000 contacts | PL Wealth Lead Concierge WhatsApp Interactive | ACTIVE | 4,820 sent(99.1%) 31.5% replied(84.2% read) | 184 | |
Dormant Demat Reactivation (FY26) Inactive Demat (No trade > 6m)· 15,000 contacts | Dormant Reactivation Specialist WhatsApp Interactive | ACTIVE | 12,450 sent(97.8%) 22.1% replied(76.4% read) | 582 | |
Nifty Alpha 50 Strategy Launch Active Equity & F&O Traders· 6,200 contacts | PL Wealth Lead Concierge WhatsApp Interactive | COMPLETED | 6,200 sent(99.4%) 34.8% replied(88.6% read) | 246 | |
Budget 2026 Tax-Loss Harvesting HNI & Family Offices (AUM > ₹1 Cr)· 3,500 contacts | PL Wealth Lead Concierge WhatsApp Template | SCHEDULED Nov 18, 2026 · 10:00 AM | — | — | |
Diwali Mahurat Wealth Advisory All Verified Demat Holders· 19,000 contacts | General Assistant WhatsApp Interactive | COMPLETED | 18,900 sent(98.7%) 26.4% replied(82.3% read) | 420 | |
SME IPO High-Net-Worth Allocation Alert Accredited HNI Investors· 1,200 contacts | PL Wealth Lead Concierge WhatsApp Template | DRAFT | — | — |