AIVI
Embed AIVI

For CRM and software platforms

Add AI conversations and workflows to your platform.

Embed AIVI’s engagement platform in your CRM, with your brand in front.

See it in actionTalk about a pilot
  • 01Respond and qualify
  • 02Automate Routine Work
  • 03Score and coach
  • 04Train and approve
AI-forward in days.
CONVERSATION RECORDExample
From first response to the next step

New lead. Clear-to-close in days.

Conversation + context↓
Without AIVI, we would have needed 6 more salespeople.
Ken Gemmell, CEO, Kaleidico

See it inside your CRM.

AI conversations and workflows, embedded in your CRM.

0:00 / 2:03
Recorded demonstration · Captions onTry the components

Interactive examples

See what your customers can use.

Give customers conversation tools inside your software, with your colors and branding.

  • Respond and qualify
  • Automate Routine Work
  • Score and coach
  • Train and approve
Video avatar · Recorded example
Recorded demo · 38 sec
  • Recorded example.
  • Select Hear the demo to turn on sound.

Video avatar

Watch a recorded assistant welcome visitors and explain their next step.

Suggested placementIn your welcome panel.

Widget documentation
Match your brand

Make it yours

Surface, text and status colors
Component options

Your embed code

  • Use your own configured credentials and allowlist your product’s origin.
  • The preview values never connect to customer data.
<!-- Load once per page. Replace the credential placeholders. -->
<script
  src="https://cdn.aivi.io/v1/embed.js"
  data-org="YOUR_ORG_ID"
  data-pk="YOUR_PUBLISHABLE_KEY"
  data-color-scheme="light"
  data-primary-color="#2440ff"
  data-font-family="Figtree, sans-serif"
  data-radius="8px"
  data-radius-sm="4px"
  data-card="#ffffff"
  data-foreground="#111111"
  data-muted="#f5f6fa"
  data-muted-foreground="#595959"
  data-border="#dde1eb"
  data-success="#2440ff"
  data-success-foreground="#2440ff"
  data-warning="#545454"
  data-warning-foreground="#333333"
  data-destructive="#111111"
  data-destructive-foreground="#111111"
  data-info="#2440ff"
  data-info-foreground="#2440ff"
></script>

<aivi-video-avatar style="--aivi-primary:#2440ff;--aivi-font:Figtree, sans-serif;--aivi-radius:8px;--aivi-radius-sm:4px;--aivi-card:#ffffff;--aivi-foreground:#111111;--aivi-muted:#f5f6fa;--aivi-muted-foreground:#595959;--aivi-border:#dde1eb;--aivi-success:#2440ff;--aivi-success-foreground:#2440ff;--aivi-warning:#545454;--aivi-warning-foreground:#333333;--aivi-destructive:#111111;--aivi-destructive-foreground:#111111;--aivi-info:#2440ff;--aivi-info-foreground:#2440ff" primary-color="#2440ff" theme="light" mode="inline" position="bottom-right" launcher-style="bubble" aspect-ratio="16:9" cta-label="Talk to us"></aivi-video-avatar>
Open full component documentation
Explore the platform capabilities+
Lead response and qualification+
  • Respond to new leads in seconds, ask the agreed questions, gather answers and consent, and keep following up until the next step is ready.
Documents and workflow+
  • Collect documents, extract the details and compare them against the agreed workflow requirements.
  • Request missing or replacement documents, take notes and keep the workflow moving.
Service and prepared handoffs+
  • Handle routine service end to end.
  • When a person is needed, bring them the conversation, collected information and next steps.
Records and conversation quality+
  • Keep transcripts, notes, consent records, actions and scores together.
  • Grade human and AI calls on the same scorecard so teams can review what happened and what needs attention.
Coaching and practice+
  • Give your customers’ teams coaching during the conversation.
  • Prepare AI agents by practicing against those customers’ hardest calls before customer use.
Learning and approval+
  • Learn the job from your customers’ best performers and operating procedures.
  • Turn that knowledge into agents a named person on their team approves before customer contact.

What AIVI adds to your platform.

Help your customers complete more of their work in the software they already use.

01

Bring AI into your customer workflows

Qualification, routine service, document follow-up, scoring and coaching, inside your platform.

02

AIVI runs the engagement stack

Embed the capabilities. We operate and keep developing them, with integration and responsibilities agreed together.

03

More reasons to use your platform

Customers can complete more of their daily work under your brand, within your experience.

Inside your product

Your experience. AIVI’s engagement platform.

Your customers keep using your platform. AIVI adds conversations and customer workflows, with the results written back to your CRM.

01

Your platform

Your customer experience, records and workflows.

↔

Shared context

Answers, documents, consent and next actions.

03

AIVI engages

Responds, qualifies, completes routine work and writes outcomes back.

Your team takes the call from AIVI with the lead open and the transcript already in the CRM.

Look under the hood+

You stay in control.

Your team approves the questions, the answers and the actions before AIVI speaks to a single customer. If anything changes, it is blocked until you approve it again.

See how approvals work

Getting live

How AIVI connects with your CRM.

  1. 01

    Choose the work

    Where it starts and when a person takes over.

  2. 02

    Connect the systems

    Map the records and updates; select the widgets.

  3. 03

    Test with your team

    Run the workflow, exceptions and handoffs in your environment.

  4. 04

    Approve and launch

    Name the people who approve agents and own support.

Integration details+
  • Routing, phone-number ownership and channel stop rules.
  • Support and approval of later changes.

The commercial side

You buy at a partner rate and price it to your lenders.

We do not approach your customers directly. They are served through you, and any company we already work with is named before we begin.

Discuss your platform

We measure against your numbers, not ours.

Before anything goes live we agree the baseline.

Your pilot measures your results.

Questions

What do we have to build?+
  • You do not have to assemble the AI stack.
  • Your team supplies system access, explains the data and helps test the workflow.
  • We map the connections and responsibilities together.
How does the commercial side work?+
  • Branding, onboarding, support ownership and commercial terms are settled with you before a pilot.
  • Terms are discussed privately.

What lending clients say.

Without AIVI, we would have needed 6 more salespeople.
Ken Gemmell, CEO, Kaleidico
AIVI took our conversion rate from 20% to 50%. Same spend.
Dan Hobbs, CTO, My Financial Broker
FreezeMyDebt300 closed

50,000 re-engaged. 1,500 qualified. $450K.

  • AIVI supported 2,880 more closed deals a year by contacting 2,400 more people per month, cutting lead outreach time by 93%, increasing out-of-office appointment transfers by 68%, and generating a 25% lift in transfers through nurturing.
R1$72M

Annual revenue unlocked

  • AIVI unlocked $72M in annual revenue by increasing contact rate 50%, increasing lead-to-close rate 25%, reducing cost per acquisition by 20%, and saving $640K the business would otherwise have spent on additional hires.
See the results →

Discuss your platform

Tell us which customer workflow you want to bring into your product. We will review the components, the connections and who owns what with your team.

Your request goes to sales@aivi.io.

Add AI conversations and workflows to your platform. | AIVI