Can we set up different call scripts for demo requests versus enterprise security questionnaire calls?

For Fintech SaaS

Yes, and this is a common configuration for fintech SaaS companies specifically because a prospect calling to book a first demo needs a very different conversation than a buyer's security or compliance team calling to verify your SOC 2 status, data residency, or encryption practices before finalizing procurement. During setup, you define distinct intent categories and the questions or information Voksha should surface for each. A demo-request script typically qualifies the caller on company size, current tooling, and use case before booking a slot on your AE's calendar via Google Calendar, Outlook, or Calendly. A security-questionnaire call script is configured to acknowledge the request, confirm what documentation exists (SOC 2 Type II report, penetration test summary, sub-processor list), and route directly to whoever owns compliance, whether that is a dedicated security lead, your CTO, or an external consultant, rather than an AE who cannot speak to audit details. This distinction matters because getting it wrong has real cost: a compliance reviewer stuck talking to an AE who cannot answer their questions creates friction in a deal that is often already the longest part of your sales cycle, while a first-time prospect getting a dense compliance-focused conversation instead of a straightforward demo booking can lose interest before ever seeing the product. Both scripts can be adjusted after launch as your team learns which qualifying questions actually predict a closed deal versus which security questions come up repeatedly enough to document once and hand off automatically.