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Enterprise Workflow Solution

We don't hand you a tool. We hand you a finished process.

Pick a job your team does every day. We map how it is done today, then our AI agents run it end to end across calls, WhatsApp, email, your website and video, and hand over to your people when a person is needed.

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Seven workflows in productionBuilt around your processSaved into your CRMEvery conversation recorded
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Brand Marketing Audit

Workflow 01 · Verify and audit

What you getA scored audit with evidence, per branch, on the day it is run.

Agents in this workflow

  • Voice AI
  • WhatsApp AI
  • OCR & Forensics AI
  • Dashboard reporting
See how it works4 agents

The workflows

Workflows in production.

Processes we have taken end to end, and counting. Each one assembled from the same platform stack.

01Brand Marketing AuditBranch audits that actually get doneSee the workflow02KYC EngineOnboarding that clears in minutes, not daysSee the workflow03Lead Generation60 sec from form submission to the first qualifying callSee the workflow04Customer SupportLevel 1 handled, everything else escalated with contextSee the workflow05WhatsApp CommerceThe whole purchase happens inside the chatSee the workflow06Cold Lead NurtureA sequence across channels, not a burst of callsSee the workflow07Google Business ProfileHundreds of branch listings, managed as oneSee the workflow

Workflow 01 · Brand Marketing Audit

Branch audits that actually get done

Today

  • No line of sight. Central marketing cannot see what a branch actually looks like.
  • Skipped or manual. The audit is either not run or worked through a tedious process.
  • No evidence. Results arrive without proof, so nothing can be acted on.

With the audit agent

  • Answers by voice or WhatsApp. The agent walks the auditor through your questionnaire.
  • Your questionnaire. Compliance rules, signage, in-branch posters, leaflets — anything you define.
  • Evidence attached. Photographs and voice captured against every answer.
  • Customized results. Branch scorecards, exception lists and region rankings on the dashboard.

Workflow stack

  1. Voice AICalls the auditor and runs the questionnaire
  2. WhatsApp AIAsks for evidence wherever an answer is out of compliance
  3. OCR & Forensics AIReads signage and leaflet images, flags edits
  4. Dashboard reportingScores, exceptions and evidence in one live view
Output

A scored audit with evidence, per branch, on the day it is run.

Workflow 02 · KYC Engine

Onboarding that clears in minutes, not days

Documents arrive as photographs on WhatsApp. The workflow extracts, validates and checks them for tampering. Voice agents call for the two things that stall a file: a reminder when a document has not arrived, and an issue that needs the customer to confirm something.

  1. 01CollectDocuments over WhatsApp. No app, no branch visit.
  2. 02ExtractFields read across 20+ Indian scripts and structured.
  3. 03VerifyTamper, reuse and mismatch checks against source records.
  4. 04ResolveReminder and issue calls only. Clean files pass straight through.

Workflow stack

  1. WhatsApp AIRequests and receives the documents
  2. OCR & Forensics AIExtracts fields, checks for tampering and reuse
  3. Voice AIReminder calls and issue-resolution calls
Output

A verified, structured file ready for decisioning, with an exception list for the rest.

Workflow 03 · Lead Generation

60 sec from form submission to the first qualifying call

Leads decay by the minute. The workflow calls while the customer is still on the page, qualifies interest, captures visit intent with a date, and writes it back before the lead reaches the field team.

  • Website forms, campaigns and missed calls in one queue
  • Auto retry on no pickup, WhatsApp follow-up where it never connected
  • Status, transcript and next action posted to CRM after every attempt

Workflow stack

  1. Marketing AgentRuns the ads that create the lead
  2. Website AIAnswers questions and captures the form
  3. Voice AICalls in 60 seconds and qualifies
  4. WhatsApp AIFollows up where the call did not connect
Output

A qualified lead with intent, language and a timestamped first-touch record.

Client result

Rural-focused lender · micro-loans

Lead-to-pipeline conversion up five times in fifteen days

5xconversion lift
2.5%pipeline to sales, up from 0.5%
15days to result
60 secto first call
  • Leads were rejected in the field with no record of whether they were unqualified or simply not worked.
  • The AI agent calls within 60 seconds of the form being filled, and confirms interest.
  • Branch-visit intent captured with a date, timestamped before the lead reaches the field.

Workflow 04 · Customer Support

Level 1 handled, everything else escalated with context

Seventy to eighty percent of support calls end at Level 1 — basic support, ticket generation, appointment booking. Those run on the AI agent. Cases needing authorisation transfer mid-call with the full transcript attached.

Level 1 · AI agent

70–80%

of calls end here. Basic support, ticket generation, appointment booking, lead qualification. One to two minute calls.

Level 2 · Human

20%

Complex cases needing authorisation, transferred mid-call with context already gathered.

Level 3 · Specialist

5–10%

Bigger issues escalated with the full audit trail of every prior interaction.

Workflow stack

  1. Voice AIAnswers the call
  2. Email AIAnswers inbound mail
  3. WhatsApp AISame agent in chat
  4. Call QCAudits every interaction

Workflow 05 · WhatsApp Commerce

The whole purchase happens inside the chat

Catalogue, cart, payment and appointment in one conversation. No app download, no website redirect, no call centre in between — and the agent stays with the customer after the sale.

  1. 01CatalogueProducts, prices and images browsed inside WhatsApp.
  2. 02Guided choiceThe agent answers questions and recommends, in any language.
  3. 03PaymentIntegrated payment link, confirmation returned in the thread.
  4. 04AppointmentSlot booked into the branch or service calendar.
  5. 05After the saleOrder tracking, FAQs and reorders on the same thread.

Workflow stack

  1. WhatsApp AIRuns the journey
  2. Marketing AgentBrings traffic in

Workflow 06 · Cold Lead Nurture

A sequence across channels, not a burst of calls

Cold lists do not respond to a cold call. The workflow works the same person step by step — an email sequence first, then WhatsApp, then a voice call — and stops the moment they book or reply.

Step 01 · Email — Three emails, one step

The agent sends up to three emails on its own schedule — the first carrying a live calendar link, the next two adding sector relevance and a final short-call offer. The sequence stops the moment they reply or book.

Step 02 · WhatsApp — Same person, new channel

If the emails go unanswered, a short message follows on the channel they actually read, referencing what was already sent.

Step 03 · Voice — The call

Placed only after the sequence, so the prospect already knows who is calling and why.

Workflow stack

  1. Email AIWrites and sends step 1
  2. WhatsApp AIStep 2, same person
  3. Voice AIStep 3, the live call
  4. Call QCScores what landed
Client result

Client story · Global demand generation

AI agents generated sixty leads from lists the BD team had written off

$60Kqualified pipeline
60leads into pipeline
2months elapsed
  • Outbound is capped by hours, not list size. A rep gets 45 to 90 minutes of live conversation a day.
  • The agent ran international outbound in English against the data the team had already discarded.
  • Prospects qualified and meetings booked straight into the sales team calendars. Pipeline, not revenue.

Workflow 07 · Google Business Profile

Hundreds of branch listings, managed as one

  • Bulk management. Update hours, categories, photos and offers across every listing from one place.
  • Automatic review replies. Each review answered in tone, in the reviewer's language, within the hour.
  • Organic posts, written for search. SEO-friendly content published on a schedule per location.
  • Location microsites. A page per branch, generated from the listing and kept in sync.
  • Analytics that close the loop. Discovery searches, calls, direction requests and conversions per branch.

Workflow stack

  1. GMB Profile AIRuns listings, reviews, posts and microsites
  2. Marketing AgentWrites the organic and paid content per location
  3. Telephony ServicesVirtual numbers track the calls each listing creates
  4. Dashboard reportingBranch-level demand and review health in one view
Output

Listings that stay accurate, reviews that get answered, and local demand you can actually measure.

Client result

Housing finance

Sales calls or service calls?

63%of inbound GMB calls were sales, not service
  • The team assumed GMB calls were predominantly service enquiries.
  • Virtual numbers and IVR revealed a clear majority were sales-driven.
  • Routing was split, service to the call centre, sales to a qualification flow.

Have a process in mind?

Tell us what your team does today. We will map it with you, show which workflow and agents fit, and run one real case before you commit to anything.

Request a demo See all AI agents

Or call 022-62438855 and speak to the team directly.