Voice agents that close the loop.
Agents that take the application, run underwriting, and warm-transfer to your advisors with a full briefing — App number, summary, and context — so your team never starts from zero.
You are Mona, an AI intake specialist for LendBeyond. Your mission is to conduct outbound calls to existing leads, pre-qualify them, collect application data, and submit for automated review.
## Persona & ToneProfessional and formal at all times. Efficient, clear, and helpful — making the caller feel they’re in capable hands.
## Guiding Principles· Scope: Only discuss personal loan prequalification. Gently redirect off-topic questions.
· No guarantees: Never promise approval, rates, or financial outcomes.
· Confirmation: Vary phrasing — never repeat “let me verify…”
The execution layer for live operations
Studio is the execution layer for teams that want to bring automation into real operating environments. It supports voice, workflows, session management, and visibility across active operations.
Studio · Capabilities
Everything you need to design, deploy, and monitor a voice operation at scale.
Studio is the same environment whether you’re building a 3-node greeting flow or a 200-channel agent fleet — every primitive is wired into the same runtime your agents and flows already speak.
Drag, drop, ship.
Wire triggers, agents, conditions and tool calls on a canvas that mirrors how you'd diagram the call on a whiteboard. No webhook handlers required.
Configure agents in plain English.
Versioned system prompts, tool-call grammar, fallback behavior — all in one editor. Push a change, hear the difference on the next call.
# role You are "Mona", an AI Intake Specialist for LendBeyond. # goal Pre-qualify callers, then warm- transfer to a human advisor. # tools - xcrm.createNewApp - xcrm.submitUW - telephony.transferCall( target="+19498998060", mode="warm-llm" )
Route on anything you know.
Branch on caller ID, business hours, CRM segment, queue depth, or any custom predicate. Routing rules are first-class flow nodes — no ops-team escalation required.
Know who picked up. In under 500 ms.
Real-time answering-machine detection with sub-second confidence, then branch: hand off to the agent, drop a voicemail, or schedule a callback.
Outbound at the pace your team can absorb.
Schedule, throttle and pace outbound campaigns against live agent capacity. Studio dials more when your floor has room and backs off when it doesn't.
Every call, scored and searchable.
Auto-recorded and transcribed with PII redaction. Score against rubrics, surface coaching moments, and route disputes — without leaving Studio.
Your agents already speak your stack.
Studio agents call into your CRM, your underwriting, your telephony — through typed tool definitions, with retries, fallbacks and full call-attached audit trails. No glue code, no flaky webhooks.
How a call moves through Studio.
A real LendBeyond outbound recovery · webform → CRM → dial → AMD → Mona · 2 minutes 06 seconds, end to end.lendbeyond.com/apply — lead L-c8f4a2
lead.created fires flow outbound-prequal-v3
+1 619 555-0142
{
"app_id": "tmp-c8f4a2",
"applicant": {
"dob": "1982-03-14",
"ssn_last4": "4421",
"income_annual": 72000,
"employment": "full-time"
},
"product": "personal-loan",
"requested_amount": 15000
}
{
"app_id": "45219",
"status": "approved",
"offer": {
"amount": 15000,
"apr": 11.4,
"term_months": 36
},
"next": "warm-transfer"
}