AIVI
Embed AIVI
Impact

More value from every customer conversation.

Convert the leads you already pay for. Take care of existing customers. Hand off routine work so your people can focus on the relationship.

Explore the work ↓
FROM OPPORTUNITY TO HANDOFF
Customer enquiry
↗︎CaptureEngageQualifyConnect
NEXT ACTION

Lead details arrive

The conversation and context travel with the customer.

Customer workflow

Lead details arrive

ILLUSTRATION
From opportunity to customer work

Every next step matters.

Bring the lead in. Start the conversation. Connect the right person. Review the outcome.

Universal lead capture.

Bring the lead into the workflow. Keep the details with the customer.

LEAD CAPTUREILLUSTRATIVE WORKFLOW
Website form

A lead. A clear next step.

Contact details✓
Lead source✓
Customer need✓

Ready for the customer workflow

Select a source. See the details arrive with the lead.

Convert more of the leads you already pay for.

AIVI answers new leads in seconds and follows up across calls, texts, and email. When a lead doesn't respond, AIVI scores that signal and adjusts the next follow-up.

Explore outcome

Care for the customers you already have.

AIVI handles routine calls. When a person is needed, your team gets the full conversation and context.

Explore outcome

Hand off the repetitive work. Stay in control.

AIVI handles follow-ups, scheduling, notes, and CRM updates. You approve what agents can do and when they need to hand over to your team.

Explore outcome

Your people do the human part: relationships and closing.

Give your team more time with customers while AIVI handles the routine work.

Explore outcome
A lending workflow

From new lead to a prepared loan-officer handoff.

Qualification, a human conversation, and the work that follows. See what moves forward at each step.

ILLUSTRATIVE WORKFLOW01 / 07
CUSTOMER

Enquiry received

Illustration only
AIVI + YOUR TEAM

Capture the lead.

Bring the enquiry into the workflow.

Your team sees the source and contact details.

Ready to qualify
WHAT MOVES FORWARD
01 / ARTIFACT

Lead details

Contact details
Lead source
Next action

This illustrates a workflow to review with your team. Product matching, licensing checks, conferencing, document intake, and package preparation require deployment confirmation. The loan officer retains lending decisions.

Measure the handoff. Then measure the work saved.

Use one cohort and one reporting period. Review conversion separately from time saved. Document completion is measured per file.

Conversion

–Qualification rateQualified per rubric ÷ completed conversations
–Transfer rateAccepted transfers ÷ leads contacted

Work and capacity

–Document completionDocuments received ÷ documents requested, per file
– hAdmin capacity returned(Minutes before − after) × cases ÷ 60
Model your own workflow +

Your inputs only. These are not AIVI results or a forecast.

Your next step

Get your AI readiness review.

Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.

Find the work you can automate
More value from every customer conversation. | AIVI