Sales
D2C · B2B · Real estate
WhatsApp lead qualification
Every inbound message gets a useful reply in minutes, a qualified record in the CRM, and a human handoff only when it matters.
Before
Messages sit in a shared phone. Whoever is free replies. Half the leads go cold; the CRM is updated on Fridays, if at all.
After
Agent replies in Hindi/English, asks 3 qualifying questions, checks stock or availability, books a call, and logs everything.
- Trigger
- New WhatsApp message, web form, or missed call
- Integrations
- WhatsApp Business API · CRM (Zoho/HubSpot) · Sheets · calendar
- Guardrail
- No discounts or delivery promises without approval; opt-out respected
- Metric
- First response time · qualified leads/week · CRM completeness
WhatsAppCRMHindi + English
Typical pilot3 weeks
Sales
Agencies · Professional services
Proposal & RFP drafting
Turn a discovery note and a scope call into a first-draft proposal that sounds like your firm — not a generic template.
Before
A senior person spends 4–6 hours per proposal pulling old decks, pricing, and case studies. Weekends are for RFPs.
After
Agent assembles scope, assumptions, timeline, and pricing from approved blocks; a partner edits and signs off.
- Trigger
- New RFP email or CRM opportunity stage change
- Integrations
- Gmail · Drive · CRM · pricing sheet · e-sign
- Guardrail
- Approved case studies only; pricing always human-approved; no invented credentials
- Metric
- Hours per proposal · response time · win rate
GmailDriveDocs
Typical pilot3–4 weeks
Sales
B2B SaaS · Subscriptions
Renewal & churn signals
Catch the account that went quiet, the champion who left, or the usage drop — before the renewal call.
Before
CSMs check dashboards when they remember. Risk is discovered in the renewal conversation, when it’s too late.
After
Agent watches usage, tickets, and email sentiment; drafts a weekly risk list and a tailored check-in for each account.
- Trigger
- Daily schedule + usage threshold + renewal window
- Integrations
- Product analytics · CRM · helpdesk · Gmail
- Guardrail
- Drafts only; CSM sends. No automated discount offers.
- Metric
- At-risk accounts caught · renewal rate · time to intervene
AnalyticsCRMEmail
Typical pilot4 weeks
Support
D2C · SaaS · Marketplaces
Multilingual support triage
Classify, answer, and route tickets across Hindi, English, and regional languages — with order data in context.
Before
Every ticket is read by a human. “Where is my order?” gets a copy-paste reply. Refunds wait for a supervisor.
After
Agent answers from docs and order data, tags intent, drafts refund decisions, and escalates edge cases with a summary.
- Trigger
- New ticket, WhatsApp message, or email
- Integrations
- Freshdesk/Zoho Desk · Shopify · logistics API · docs
- Guardrail
- Refunds above ₹2,000 need approval; no medical/legal advice; confidence threshold
- Metric
- Auto-resolution rate · first response · CSAT · cost per ticket
FreshdeskShopifyMultilingual
Typical pilot3 weeks
Support
Field service · Logistics
Voice notes to structured tickets
Customers send 90-second voice notes. The agent transcribes, extracts the issue, checks the account, and creates a ticket.
Before
Someone listens, types a summary, asks the customer to repeat the order ID, and assigns it manually.
After
Transcript + intent + order ID + urgency captured automatically; customer gets an acknowledgement in their language.
- Trigger
- Voice note received on WhatsApp or IVR upload
- Integrations
- WhatsApp API · speech-to-text · helpdesk · order DB
- Guardrail
- Human review for safety/legal language; recording consent notice
- Metric
- Handling time · transcription accuracy · repeat-contact rate
SpeechWhatsAppHelpdesk
Typical pilot4 weeks
Finance
Distribution · Manufacturing
Invoice-to-Tally
Extract line items from PDF invoices, match POs, flag mismatches, and draft Tally entries for a human to approve.
Before
Invoices arrive by email and WhatsApp. Two people retype them, match POs by eye, and find errors at month-end.
After
Every invoice parsed, matched, and queued. Mismatches flagged with the exact line; clean entries posted after approval.
- Trigger
- Invoice email/WhatsApp attachment or Drive folder
- Integrations
- Gmail · Drive · Tally · purchase orders · approval channel
- Guardrail
- No auto-posting; human approval; duplicate and vendor fraud checks
- Metric
- Hours/month · error rate · days to close · duplicate payments
TallyOCRAP
Typical pilot3 weeks
Finance
B2B · Services · Manufacturing
Collections follow-up
A polite, persistent accounts-receivable sequence that knows the invoice, the promise date, and when to escalate.
Before
Collections depend on someone’s calendar. Follow-ups are awkward, inconsistent, and often too late.
After
Agent sends scheduled reminders, logs promises, flags broken commitments, and prepares a call brief for the owner.
- Trigger
- Invoice due date · payment promise · aging bucket
- Integrations
- Tally/Zoho Books · Gmail/WhatsApp · payment gateway · CRM
- Guardrail
- Tone limits; no legal threats; human approval for write-offs/settlements
- Metric
- DSO · promises kept · cash collected · escalation rate
ARWhatsAppBooks
Typical pilot3 weeks
Finance
Any GST-registered business
GST reconciliation & MIS
Match purchase register, GSTR-2B, and bank entries; explain the gaps; draft the monthly finance pack.
Before
Month-end is a scramble of Excel lookups. Mismatches are found late; the same explanations are rewritten every month.
After
Agent reconciles the three sources, categorises exceptions, drafts journal notes, and assembles the MIS narrative.
- Trigger
- Monthly close calendar + GSTR-2B availability
- Integrations
- Tally · GST portal exports · bank statements · Sheets
- Guardrail
- Read-only access; every adjustment cited; CA reviews before filing
- Metric
- Close days · unmatched entries · hours saved · audit findings
GSTTallyMIS
Typical pilot4 weeks
Operations
E-commerce · Logistics
Dispatch exception handling
Detect delayed shipments, stock-outs, and failed pickups; explain the cause; notify the customer before they ask.
Before
The customer discovers the delay. The team scrambles across courier portals, WhatsApp groups, and spreadsheets.
After
Agent watches dispatch SLAs, identifies the exception, drafts the customer update, and opens a task with the courier.
- Trigger
- Courier webhook · SLA breach · inventory threshold
- Integrations
- Shiprocket/Delhivery · Shopify · helpdesk · WhatsApp
- Guardrail
- No compensation promises; human approval for refunds/replacements
- Metric
- WISMO tickets · on-time delivery · repeat contacts · cost per exception
LogisticsShopifyWhatsApp
Typical pilot3–4 weeks
Operations
Manufacturing · Retail
Vendor & procurement coordination
RFQs, follow-ups, quote comparison, and PO status — without a human babysitting the inbox.
Before
Purchasing sends RFQs one by one, chases quotes on WhatsApp, and compares them in a spreadsheet only they understand.
After
Agent sends RFQs, collects quotes, normalises terms, flags the best three, and drafts the PO for approval.
- Trigger
- Reorder point · purchase request · approved vendor list
- Integrations
- Email/WhatsApp · Sheets · ERP/Tally · vendor master
- Guardrail
- Approved vendors only; no auto-PO; conflict-of-interest checks
- Metric
- Quote cycle time · price variance · maverick spend · PO accuracy
ProcurementERPEmail
Typical pilot4 weeks
People
Hiring teams · Staffing
Resume screening & interview scheduling
Screen against the role, not keywords; schedule the shortlist; keep every candidate informed.
Before
400 applications, 60 unread messages, interviews booked by hand. Good candidates drop out waiting.
After
Agent scores against a rubric, explains the shortlist, books slots, sends reminders, and logs reasons.
- Trigger
- New application · shortlist stage · interview request
- Integrations
- ATS/Sheets · Gmail · Google Calendar · WhatsApp
- Guardrail
- Human makes the decision; no protected attributes; audit reasons
- Metric
- Time to shortlist · candidate drop-off · interviewer hours
HiringCalendarATS
Typical pilot3 weeks
People
Growing teams · HR shared services
Onboarding & payroll queries
A new joiner gets answers on day one; the HR team stops answering the same ten questions.
Before
Onboarding is a checklist in someone’s head. Payroll queries arrive on WhatsApp and get lost.
After
Agent runs the onboarding sequence, collects documents, answers policy questions, and routes exceptions to HR.
- Trigger
- Offer accepted · payroll cycle · employee query
- Integrations
- HRMS · Drive · WhatsApp/Slack · payroll exports
- Guardrail
- Sensitive data access scoped; no salary decisions; human escalation
- Metric
- Time to productive · HR tickets · onboarding completion · query resolution
HRMSDocsSlack
Typical pilot3 weeks